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This thread is for the Admin Office Hours session for Thursday January 21th ,2021. Submit your questions to this thread and we'll address them during our session at 1p-3p GMT

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Hi Baji, 

 

Hope you’re well? I’d like to hear how:

 

  • How we can move the reports built into individual dashboards so that each CSM sees their own accounts when they first log in?
  • Is there an easy way to manage up/cross sell opportunities within NXT?
  • Is there a way that we can see and then move accounts between different stages like on a Kanban board? 

Hello Baji,

I am working with the Data Designer and I am having an issue getting an ID to pull over to Gainsight Reports as an ID. Instead of it pulling over as an ID it is pulling over as a Text Field. I thought maybe I needed to pull over the Record ID with it because that is what I had to do in order to have “Link” fields pull over as Links instead of Text Fields, however, that did not work in this instance. 

So, overall I am just looking for some insight as to how to properly pull over an ID field that is on the Relationship Object. 

 

Thanks,

Mike Worthen 
BambooHR

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