In one of our success plan templates, I'd like to add a field that will vlookup to the account Contacts - our customer contacts are stored in SFDC and we have a report in C360 showing a list of customer contact names.
In this success plan template, I'd like for CSMs to be able to add multiple contacts that are part of this SP template - but rather than having a text field and people typing in names misspelling them, I'd like to be able to add a multiple choice vlookup field.
Is there a way to do this please?
Thanks
Katerina
Vlookup field to Contacts in Success Plan Template
None
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Would adding contacts to objectives in a success plan work for you?
For this example, not really I'm afraid as the contacts woudl need to be in the template. But since you have managed to add the field into the Objective layout, can this be also added into the Success Plan template?
thanks
Katerina
Many thanks
The limitation of adding a lookup field on the CTA group object would be that you can only associate one contact. (For multiple contacts, you will need to add multiple fields)
Ideally, you would want an ability to "associate contacts" at the success plan level (similar to what is there in CTA) right? Will add this to the backlog & keep you updated as and when we make progress on this