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'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
I'm having trouble doing a calculation on users logging in as a whole in relationship not just by the user
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
I look forward to hearing from you.
Thanks
Jivesh
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
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
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 /
to "This article will walk you through how to configure Tags for use in the Customers tab, C360".
Cheers
Jivesh
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
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
Absolutely, thanks for calling that out.
if there is time I'd also like to discus show you can export a single score card. We'd like to use the C360 scorecard in executive reviews.
How do we populate/utilize the SFDC ID field in dropdown lists?
Hi Dale - I'm going to follow up with our product team about this. Thanks for joining today.
Reply
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