Expert ⭐️

US Admin Office Hours - 2/14/19

Forum|Forum|7 years ago
February 11, 2019
9 replies
204 views

This thread is for the Admin Office Hours session for Thursday February 14, 2019. Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.

There is no need to register for the sessions anymore. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

tony_tao

Contributor ⭐️⭐️⭐️⭐️⭐️

'm trying to create 1. a scorecard measure on user logins 2. a CTA that fires when users do not login in two weeks.

I'm having trouble doing a calculation on users logging in as a whole in relationship not just by the user

jivesh_upadhyay

Contributor ⭐️⭐️⭐️

Hi @spencer - How can we add a Tag R360? According to the article: https://support.gainsight.com/Administration_and_Permissions/Setting_up_Gainsight_for_Salesforce_Administrators/Configuring_Customer_Tags, it suggests how to add tags on C360 but it's not clear as to how we can add tags on R360.

I look forward to hearing from you.

Thanks

Jivesh

spencer_engelAuthor

Expert ⭐️

Hi Jivesh - tags are currently not supported at the relationship level. There is a community post on this idea though: https://community.gainsight.com/conversations/customer-tags-at-the-relationship-level-5bc73e1ce4b04588aaf86dda

jivesh_upadhyay

Contributor ⭐️⭐️⭐️

Hi @Spencer, Thanks for the clarification. Appreciate the quick response.

Can I request you to reach out to the documentation team to update the content of the KB Article: Configuring Customer Tags

from "This article will walk you through how to configure Tags for use in the Customers tab, C360 / ~~R360,~~ and in reports."

to "This article will walk you through how to configure Tags for use in the Customers tab, C360".

Cheers

Jivesh

toddmassey

Helper ⭐️

Hey Spencer,

I'm trying to configure the Mobile App. I'd like to walk through my C360 layout with you to see if I'm missing something. I can't get my attributes section to show up on the app and I would like to remove the cases section. Thanks in advance.

This was the article I followed when setting it up. https://support.gainsight.com/Administration_and_Permissions/General_Administration/Enable_and_Configure_Gainsight_Mobile

spencer_engelAuthor

Expert ⭐️

Absolutely, thanks for calling that out.