New Idea
Ability to download/upload information which will populate all fields within a Relationship Card
Ability to download/upload information which will populate all fields within a Relationship Card (Can fill-out a pre-populated excel and upload it into Gainsight and have it populate corresponding fields, alternatively have the ability to download all fields and associated entered data into an excel template which can then be updated and re-uploaded, with the updated information being automatically entered into the associated fields). This would be for individual users.
We are working to improve overall navigation between associated Relationships. Tentatively the header would only include the current Relationship Name along with the ability to move easily across associated Relationships or the associated Account/Company via a breadcrumb. In this process we will also make it easy to pick the company name that should be shown in the breadcrumb, Approximate target is end of 2018
Plans:
https://docs.google.com/presentation/d/1rUw191G8T7Tyiikx7Xp4qTpIF-SBVoVHt_xh68NBvyg/edit?usp=sharing
Plans:
https://docs.google.com/presentation/d/1rUw191G8T7Tyiikx7Xp4qTpIF-SBVoVHt_xh68NBvyg/edit?usp=sharing
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