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Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held Tuesday, Dec. 17, 2019. Submit your questions below as replies to this post, and we'll address them during our session at 1pm PT / 2pm MT / 3pm CT / 4pm ET.

There is no need to register for the sessions. 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 (GoTo Meeting):

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

My email to timeline does not seem to be working - case 93655 for details

Hi Spencer, 

I have a question on a rule. 

Thank you!

Melissa

Hi, it’s my first time to Office Hours and we are in the final stretch of setting up Gainsight. We’re hoping to launch Jan 1 but we still have a number of issues to overcome first. 
 

  1. We need a dynamic list of companies in our Company object because new customers sign up while others leave. We can pull a current list each day. What do you recommend we do to remove any companies that have left, and add new companies that have signed up on a daily, automated basis?
  1. I'm trying to add filters to a dashboard but after I do the dashboard shows no data when I apply the filter. Do I need to add the filter categories to every report in the dashboard for the filters to work?
  1. Do CTA's get reassigned when an account manager moves into a different role? How does that work?
  1. What sort of YOY calculations do most companies use? Our YOY percentage change numbers explode when dealing with small companies. I am recommending subtracting last year's numbers from this year’s to get an increase or decrease that is within the normal range account managers are used to seeing. 
     

 

Need assistance on a question I asked in this community post -  https://community.gainsight.com/data-management-integrations-12/import-a-file-from-s3-into-a-bionic-rule-as-well-as-a-mda-37222

Learning more about Data Designer.  How it works. Creating LOOKUPS, Field limitations, etc.  I’ve read the GS Go document but still not completely understanding how to fully utilize.

Need assistance on a question I asked in this community post -  https://community.gainsight.com/data-management-integrations-12/import-a-file-from-s3-into-a-bionic-rule-as-well-as-a-mda-37222

Hi @shane_mccoy sorry I missed you today. There’s another office hours on Thursday this week. I think this question you have will take a little discussion before giving you a firm answer.
Link to office hours: https://community.gainsight.com/events-office-hours-8/us-admin-office-hours-thursday-session-12-19-19-11-am-pt-pre-session-thread-37250

Need assistance on a question I asked in this community post -  https://community.gainsight.com/data-management-integrations-12/import-a-file-from-s3-into-a-bionic-rule-as-well-as-a-mda-37222

Hi @shane_mccoy sorry I missed you today. There’s another office hours on Thursday this week. I think this question you have will take a little discussion before giving you a firm answer.
Link to office hours: https://community.gainsight.com/events-office-hours-8/us-admin-office-hours-thursday-session-12-19-19-11-am-pt-pre-session-thread-37250

Thanks Spencer! I don’t think I’ll be able to make the office hours on Thursday due to a scheduling conflict. Is there anyway that we could get someone to respond to my community post so we can have that discussion there?

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