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New Idea

Ability to edit Stage and summary section of R360

Related products:None
  • August 9, 2017
  • 8 replies
  • 60 views

rish_singh
It would be great to be able to edit fields on the R360 summary section (similar to the functionality on the C360 section).

8 replies

rish_singh
  • Author
  • Contributor ⭐️⭐️⭐️
  • August 14, 2017
Also noticed that units for ARR values are not editable in the R360 summary section (a feature that is enabled at the C360 level).

rajesh_gande
  • Helper ⭐️
  • September 1, 2017
Hi Rish,

Stage and Status can be added to an attribute section on R360 and edited from there. Is there any specific reason why you need to be able to edit via the "Edit Summary" option?

Also we should be able to set the formatting option (with currency prefix, decimal places, multipliers etc.) for currency and numeric fields in both C360 and R360 summary section. If you are unable to solve this, then this might be a bug that you are experiencing and we could look into it. You should be able to see the following options.


sam_buddery
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  • Gainsight Employee ⭐️⭐️
  • September 15, 2020

Hi @rajesh_gande I am trying to make these attributes editable in C360 and it is not possible


sai_ram
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  • Expert ⭐️⭐️
  • September 17, 2020

Hi @rajesh_gande I am trying to make these attributes editable in C360 and it is not possible

@sam_buddery agree ARR and MRR are not editable in attributes section as well as in Summary section. Redirecting this to product team. 

Few other fields can be editable.


sam_buddery
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  • Gainsight Employee ⭐️⭐️
  • September 21, 2020

@sai_ram can you test on NXT please


phani_kumar
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  • Gainsight Employee ⭐️⭐️
  • September 21, 2020

Hi, in NXT we can make the ARR field Editable.

Thanks.


sam_buddery
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  • Gainsight Employee ⭐️⭐️
  • September 21, 2020

Aware this works but original request was to edit on the SUMMARY on the C360


gopal_rao_kallepu
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Update - We are introducing capability as part of C360 Redesign