Admin Configuration: Company

Admin Configuration for Company Object

This article explains about the functionalities in the Company Administration page. To view the Company Administration page, navigate to Administration > Company. In this page, you can configure the Company object related information. This page allows you to add fields, create C360 layouts, configure the Search Configuration, check for Dependencies, see Activity Log and Object Graph.

You can see the following tabs on this page:

1. Fields
2. C360 Layouts - view, edit, and add new C360 layouts.
3. Search Configuration - Configure fields that are required for searching a Company for users from Global Header.
4. Dependencies - check dependencies on a Gainsight object.
5. Activity Log
6. Object Graph

Fields

C360 Layouts

In this tab, you can see two sections as shown below:

• Global Sections: You can create Global Sections and edit the existing Global Sections.
• Company Layouts: You can create new Layouts, edit the existing layouts, assign the layouts to accounts and users based on criteria such as Account Type or Industry, and User Role.

Gainsight provides a predefined 360 layout called Default Layout that is applied to all the customers by default. This layout cannot be deleted but it can be edited or cloned. In a default or custom layout, you can either add the existing Global section that you have created or a local section (and therefore different reports and related lists). For more information, refer to the Create and Assign Multiple C360 Layouts article.

Search Configuration

This page is used to configure the searchable fields to find Gainsight companies from the Global Search, and also configure how the results from the Global search should appear. You can configure a maximum of 4 fields as searchable or visible. By default, Name field is added as searchable in the configuration. You can see the preview of the Company results to show how the search results appear from the Global Search.

Gainsight recommends you to mark a maximum of two fields as Searchable (Toggle) to prevent degrading the Search performance but you can mark all four of them as searchable.

Once the Company fields are configured for Searchable, the changes are applied once in every 24 hours. If you want to apply the changes instantaneously, you can use Sync Object functionality. For more information, refer to the Sync Object section.

To make a field searchable:

1. Navigate to Administration > Company.
2. Click the SEARCH CONFIGURATION tab.
3. Click the arrow (->) button for the required fields under Available fields section. These fields are added to the Visible fields section.
4. Turn the toggle switch ON for the added fields to mark them as Searchable. You can mark only a few String type fields to make them searchable.
5. Click the Settings/Gear icon to modify the field display name, to make it more contextual to your business purpose.

Note: By default, Name field is marked as Searchable and you cannot switch the Toggle OFF for this field.

5. Click APPLY.

Dependencies

When the Company object and its fields are used in other product areas of Gainsight, you can see all dependencies of the Company object in this page as part of the object dependency tracking feature. For example, some fields from the Company object can be used to setup a rule or to generate a report or used in any data job to ingest data into the object. This helps to restrict the Gainsight Administrators from accidentally modifying or deleting the custom fields in the Company Object.

To check the dependencies of the Company object:

1. Navigate to Administration > Company > DEPENDENCIES.
2. Click any Company object dependency feature on the left pane. It’s corresponding rules or reports or data jobs are shown.
3. Expand any rule or report or data job in the dependency feature to see all fields from the Company object used in this.
4. If you click the arrow icon on the item, it navigates you to the feature that has a dependency on the Company object. It helps you remove the dependency on the fields from the feature and then to delete the custom fields in the Company object. Unless you remove all the dependencies of a custom field, you cannot delete the custom field from the Company object. Following image shows the sample dependency features of the Company object.

Activity Log

On this tab, you can view all the edits made to the Company Object. You can find details like the type of operation as Edit, the User who performed the operation and the Log Time (Modified date/time). Click Details in the Log Details column to see the exact modified details, from the Old value to New value columns, etc.

Object Graph

This tab displays the Object Graph of the Company object which shows the MDA Joins between the Company and other objects. You can get a pictorial representation of how two Gainsight Objects are linked to each other. This graph gives you a first hand knowledge of what exactly can happen if a record in the lookup object is deleted. This graph is automatically updated when a Company’s relationship with another Object is modified.

For more about Object graphs refer to the Gainsight Data Management article.

Data Operations

This tab displays a list of records in the Company object. You can filter and configure the data displayed in the list, as well as add, edit, or delete company records.

You can take the following actions from the Data Operations tab:

1. Company Name: You can click to sort the list of company records by name as well as search for companies by name.
2. Company Checkbox: Click to select the company record. Once selected, you can click to delete any number of records. 
3. Filter Options: Click to add filters to the Company list view based on fields from the Company object.
4. Configuration Options: Click to select or remove Company object fields as columns in the Company list view.
5. Data Operation Actions: Click to select actions available for the Data Operations tab, including the following:
   • Refresh: Click to reload the data displayed in the Company list view.
6. Add Company: Click to manually add a Company record. For more information on this process, refer to the Add Company.
7. Company Record Actions: Click to select actions available for individual Company records, including the following:
   • Edit: Click to edit the company record's data.
   • Delete: Click to delete the record. For more information on this process, refer to the Delete Company.
8. Page Navigation: Click the directional arrows to navigate back and forth between pages of the Company list view.