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New Idea

Client contacts tab add button in the C360.

Related products:CS C360 & R360 & P360
  • April 26, 2018
  • 1 reply
  • 30 views

andrew_biehle
In the C360 it would be nice to have a client contacts add button similar to what it looks like on the contacts page.

Contacts
 



Client Contacts



It would make adding contacts a lot quicker and easier. Thanks!

1 reply

sidhu
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  • Gainsight Employee ⭐️
  • 273 replies
  • May 21, 2018
Hi Andrew, 

I am guessing that Contacts section is a related list section on the standard SFDC Contacts object. What is the Client Contacts section? Is that a related list section or another section? If it is a related list section, then what object is it based on? 

We show the Add button on all related section on SFDC objects and the Add button should show up if the user viewing it has permissions to create records on that SFDC object.

We have plans to bring in similar capabilities to related list sections build on MDA objects as well. 

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