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Question

Is there a setting to view recently viewed accounts in Gainsight

  • January 10, 2022
  • 1 reply
  • 45 views

In Gainsight, is there a setting to view recently viewed accounts and/ or contacts, like there is in Salesforce? In SFDC, if you click on “Accounts” it shows you a list of all the accounts you were most recently working in.  Also, at a previous company where I worked that used Salesforce, the most recent 4 Opportunities / Contacts / Accounts would could always be seen at the bottom of your home screen with hyperlinks into them.  This saves time of doing a search for an account every time, especially when you’re flipping between the same accounts many times throughout the day. Is there a feature / setting for this in Gainsight, that would have the most recent accounts with hyperlinks?  And if not, could there be? 

1 reply

LupeDalluge
  • Contributor ⭐️
  • 1 reply
  • March 3, 2025

I agree, this would be a huge time saver! I would also find this convenient, when I inadvertently close out of a record and need to go back to it more than once during the day. Thanks! 


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