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Tomas Trijonis
Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
August 27, 2025
New Idea

"People" widget in Home should follow Company Teams filters

Related products:CS Gainsight Home
  • August 27, 2025
  • 1 reply
  • 24 views

The entire modern Home is set up to work with the new Company Teams feature EXCEPT for the “People” tab in the portfolio widget, (and I believe the Group Send in the same regard). This only shows Contacts on accounts where you are the “CSM” on Company, which means account teams with multiple people will end up not seeing their contacts for the most part.

If I have Company Teams filter set up, please allow everything to work consistently with the same filter

      1 reply

      Tomas Trijonis
      Tomas TrijonisAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      November 7, 2025

      The behavior has been changed at some point recently and now it shows all contacts to which you have Data Permissions to.

      This is still not good. 

      Home is a place to see your portfolio and contacts with which you primarily work with. That means accounts assigned to you, and people on those accounts. We use a combination of Company Teams and direct lookups from Company to determine it, for example.

      Especially considering Home is where you can set up Edit permissions (which automatically means that now if you can see it = you can edit it, I am not sure why this is a recurring struggle with Gainsight). 

      Getting ahead of you - saying “limit their Data Permissions on Company People object” is a crappy workaround. I want people to be able to go in and check contacts of their colleagues in case that colleague is sick and they need to put together a presentation or an email.

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