Increase Number of Companies shown per page in Gainsight Home My Portfolio Widget

Related products:CS Reports

Forum|Forum|2 years ago
October 2, 2023
5 replies
161 views

Currently you can only set the maximum number of companies per page in My Portfolio to 50, despite all other table reports being able to be extended to 200 records per page. Can we please expand My Portfolio to go up to 200 records per page to be consistent with the other behavior?

The 50 limit is negatively impacting the viability of My Portfolio and in line editing for our CSMs with higher volumes of accounts (over 50). I understand you can move page to page but it is more confusing to do this for them / not be able to see all their customers.

D

donnajfuchs

Contributor ⭐️⭐️⭐️

I second this!! Our team really needs to see more than 25 at a time, and they are using portfolio as one of their main customer management tools.

R

ryanmataBILL

Contributor ⭐️

I agree with both donnajfuchs and bfoleyHS that we need to be able to see more records. All of our reps have more than 50 records and having to continuously click between pages decreases adoption rate of the platform.