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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, August 1, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET.


Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, August 1, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09

 

Meeting ID: 955 6488 6548

Passcode: 296864

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/aeD4b4SdoB

Hello Team,

When I create a rule using the 'Company Person' object, it is NOT pulling in all the customer-contacts within the object.

But when I generate a report out of the same 'Company Person' object, I do see those contacts.

I would like to discuss few examples and understand what maybe causing this issue.

Thanks,
Ganesh

Hi Scott. We have multiple Company records that need to be deactivated or deleted due to no activity on the account and no CSM assigned. I created a data designer to help me identify these accounts.

In this data designer, for each Company GSID I am counting the # of associated Relationships, Company Persons, CTAs, Success Plans, Activity Timeline records. If they are all 0, I am targeting the Company record for deletion.

Are there additional objects which I should consider taking their record counts before deleting the Company records?

Hi Scott - 

Wondering how to set up a CTA for leadership to let them know a field has been updated. The field is a custom drop-down on the Company object that basically tracks CSM sentiment. Leaders want to be automatically notified when this field is updated by the CSM.

Thank you,

Chae

Hello Team,

When I create a rule using the 'Company Person' object, it is NOT pulling in all the customer-contacts within the object.

But when I generate a report out of the same 'Company Person' object, I do see those contacts.

I would like to discuss few examples and understand what maybe causing this issue.

Thanks,
Ganesh

I have managed to resolve this issue, thanks.

Reply


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