Skip to main content
AnaCosta
Contributor ⭐️⭐️⭐️
Feb 18, 2022 5:21 PM UTC
Question

Gainsight Assist - Filter Contacts

 

I’d like to know if there is a way in Gainsight Assist  be able to identify parent vs. child records and when multiple records exist with the same name under parent and child. 

When documenting to the timeline via Gainsight assist  CSMs can't identify which record is the parent and which one is the child, if both records have the same name. 

I was wondering if there is a way to filter parent and child records, so that when the CSM documents to the Timeline via Gainsight Assist they are assured to be logging under the correct record.

Would anyone know if this is possible, or has a similar experience? 

 

Cheers, 

Ana 

1 reply

AnaCosta
AnaCostaAuthor
Contributor ⭐️⭐️⭐️
Jun 19, 2023 9:14 PM UTC

not possible

 

Translate