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Hello everyone!

This thread is for today’s Thursday Admin Office Hours session, Thursday, August 15, 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 15, 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

Hi @sdrostgainsightcom ,

Following up on Tuesday’s conversation:

  1. Does/can Gainsight expose Timeline attachments in such a way that we can index them for search via our own internal search engine, and from those search results link directly to the attachments?
  2. What is the minimum license and permission bundle needed by a non-CSM user that would enable them to be able access the attachments and download them?
  3. New: Can we restrict what content can be indexed and linked to? For example via rule-based data permissions (or any other method). For example, only allow indexing of attachments in timeline where Timeline > Company > tcompany field] = a specific value/criteria.

Scott,

C360/Summary has two widgets one captures Annual Revenue and the other Monthly Revenue.  Is there a way to filter within C360 the ARR captured from Company and MRR captured from Company to only display the current years/months revenue and leave the values blank if it is for a previous year or month?

 

i.e., Accounts last Revenue Invoice is for 08/31/2023 - and the ARR and MRR within the C360 are capturing Revenue which is not current.

 

Thank you,

Di

 


Good morning Scott
I want to create a CTA rule that will run based on a change in the overall score. 
I believe I need to create a new field for “Old/previous Score” and would appreciate help creating that. 
and how to create the action criteria to identify specific change. 

Thank you
Sarit 


Hello @justo.casablanca --

Because the Attachments question digs so deeply into back-end architecture, I won’t have definitive answers on a) and on C) until next week after I can talk with some of the engineers.

That said, 90% sure that the answer on these is “no” -- or that because the answer to A) will be no (at least, for the foreseeable future), then C) becomes irrelevant as you are describing it, since you don’t want certain documents to be returned to a searching user outside of Gainsight based on a rule inside Gainsight.

Separately, though, I’ll test the minimum license required for access to an attached file in Timeline since that’s a good item to know offhand.

Talk with you in a few hours!


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