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Has anyone successfully brought in files section from Accounts to Gainsight


meenal_shukla
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Use case is simple: Need to bring contract related info to the 360 level of Gs.

cc @emily_smith

Product team: can you also comment on what other route we can take?

Best answer by dan_ahrens

The two available options would be the Related List report section or the Embedded Page section. Both are described here: https://support.gainsight.com/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections

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meenal_shukla
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  • Gainsight Employee ⭐️⭐️
  • 208 replies
  • August 13, 2019

dan_ahrens
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  • 1984 replies
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  • August 13, 2019
The two available options would be the Related List report section or the Embedded Page section. Both are described here: https://support.gainsight.com/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections


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  • Contributor ⭐️⭐️⭐️
  • 21 replies
  • June 23, 2023

Hi @meenal_shukla have you managed to accomplish this? Any insights would be very much appreciated as we’re looking to do the same. Thanks!


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