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Hello everyone!

This thread is for today’s Tuesday Admin Office Hours session, Tuesday, June 17, 2025 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):

Tuesday, June 17, 2025 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09

 

Meeting ID: 967 5809 8131

Passcode: 678844

 

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

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

Annnnd . . . queuing up a couple good questions from ​@justo.casablanca to kick things off:

1) Can I have multiple CSMs assigned to the same account? More generally, how to assign multiple users "that have the same role" to the same account? The two primary roles are CSM and CSE, but over time there could be more.

2) I recently spotted some of our users whose Timeline entries are not in English. Our global leader of CS speaks English as their primary language, and so does our CXO. Some of these Timeline entries are notes, others are emails sent via Gainsight Assist. Some Timeline entries are in European languages (German, French, etc.) while others are in Asian languages (at least I assume they are Asian based on the characters entered and the CSM location). How can our leaders self-service what is going on with the customer if the Timeline notes are not in English?

Scott,

Help with a Rule to Load Channel Partner Revenue to Company.

Thank you,

Di

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