This thread is for the Admin Office Hours session for Thursday September 15th,
2016. Submit your questions to this thread and we'll address them during our session at 11am PST/ 1pm CST.
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Admin Office Hours - September 15th, 2016
Hi there! I'd love to chat about properly configuring Account Hierarchy. Thanks!
Dumb question/issue: CoPilot disappeared from our Cockpit menu. Maybe we un-enabled it accidentally?
We've checked all of the boxes under Matrix Data Architecture Settings; but, the section is grayed out.
Do you have documentation, based on the latest release? The documentation I've come across is based on the old layout. https://support.gainsight.com/hc/en-us/articles/206211607-Enable-CoPilot-Add-Permissions
We've checked all of the boxes under Matrix Data Architecture Settings; but, the section is grayed out.
Do you have documentation, based on the latest release? The documentation I've come across is based on the old layout. https://support.gainsight.com/hc/en-us/articles/206211607-Enable-CoPilot-Add-Permissions
FYI - Session Settings are set as instructed, as well as Permission Sets.
https://support.gainsight.com/hc/en-us/articles/206330907-Auto-Provisioning-Matrix-Data-Architecture
https://support.gainsight.com/hc/en-us/articles/206330907-Auto-Provisioning-Matrix-Data-Architecture
Oh, here it is! I had to Customize My Tabs, in order to access the Copilot menus/functionality. https://support.gainsight.com/hc/en-us/articles/225925747-Release-Notes-Version-5-2-August-2016
Hi Brooke!
With the last release, Copilot became it's own tab. You can add this so the Gainsight permission set appropriate for your end users by editing a Gainsight permission set and making the Copilot tab visible.
With the last release, Copilot became it's own tab. You can add this so the Gainsight permission set appropriate for your end users by editing a Gainsight permission set and making the Copilot tab visible.
Thank you, Scott! I won't be joining the call - appreciate the quick fix!
I have a few questions:
1) How do we schedule emails to go out based on an activity?
2) How do we schedule emails to go out on specific day's after that activity?
3) Can we get emails to trigger by a specific day in Customer Lifecycle? (Service start date in Salesforce, as an example?)
Would really like a walkthrough - or even if you can go into my account (saw that you were able to do this in the last office hour session) to see if I'm doing things correctly.
Thanks!
1) How do we schedule emails to go out based on an activity?
2) How do we schedule emails to go out on specific day's after that activity?
3) Can we get emails to trigger by a specific day in Customer Lifecycle? (Service start date in Salesforce, as an example?)
Would really like a walkthrough - or even if you can go into my account (saw that you were able to do this in the last office hour session) to see if I'm doing things correctly.
Thanks!
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Please join my meeting from your computer, tablet or smartphone.
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Please join my meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/912742885
I can't make the call but would appreciate a link/copy of the call recording, as I am trying to accomplish the same as Maria above, especially #3.
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