This document contains information about new functionality or issues that were resolved in patch releases of the 6.7 version.
Note: Releases are not always contiguous, and do not always contain customer-facing issues or enhancements.
Version 6.7.2 (Patch), October 22, 2019
The Customer 360 (C360) is a central hub of your customer’s business information in Gainsight. It synthesizes business data from various sources and provides you with a holistic view of your customers. This minimizes the preparation time for your customer meetings.
- Ability to Perform Search and filter operations on look up configuration fields: Now, when admins configure the attributes section of a C360 Layout, they have the ability to add search and filter operations on look up configuration fields. To add these operations, take the following steps:
- Navigate to Administration > C360 Layouts.
- Hover over the layout you wish to edit, and click the edit icon.
- Hover over the attributes section and click the gear icon. This displays the section configuration screen.
- Hover over the look up configuration field you wish to configure and click the gear icon. This displays the field configuration screen.
- Add any Search Configuration fields you wish to include.
- Add any Filter Configuration fields you wish to include.
- Click SAVE to close the field configuration screen.
- Click SAVE to close the section configuration screen.
Admin Unable to Access NPS Widget: An error message previously displayed whenever an admin user attempted to access the NPS widget in a shared 360 link. The error message displayed the following: Failed to call permission service, Error:null. This issue has now been resolved, and admin users are able to access the NPS widget as expected.
Extra Space in C360 Screen: Previously, additional space was unexpectedly displaying on the left side of the C360 screen, which resulted in some display issues. This issue has now been resolved, and the C360 screen is displaying as expected.
Global Search Displaying Character Incorrectly: The global search feature was previously displaying ampersand characters as “&” instead of “&”. This issue has now been resolved, and ampersands are now displaying as expected.
Reports not Rendering on C360 Page: Previously, reports built off of SFDC custom objects were not rendering on the C360 page in NXT and SFDC environments. This issue has now been resolved, and reports are now rendering as expected.
Unable to Display all Pages in Customer Tab: It was not previously possible to view all pages in the Customer tab as expected. This issue also made the previous page option unusable from the second page. The issue has now been resolved, and page display and navigation options are working as expected.
Android Version 1.2.0 (Patch), October 18, 2019
Gainsight Mobile App
Gainsight Mobile App helps CSMs, Account Managers, and Executives to quickly get customer information while on the go – whether they’re headed to a customer meeting, traveling, meeting customers at conferences, or juggling a busy schedule. With limited time and many customers, CSMs and AMs also need to quickly know if key customers are at risk. Gainsight Mobile App allows you to access Timeline Activities, key customer information using Sally, and view Notifications received directly from your smartphone while on the go!
Introducing Android version of Gainsight Mobile: Gainsight Mobile helps CSMs, Account Managers, and Executives to quickly get customer information while on the go – whether they’re headed to a customer meeting, traveling, meeting customers at conferences, or juggling a busy schedule. With limited time and many customers, CSMs and AMs also need to quickly know if key customers are at risk. Gainsight Mobile App allows you to access Timeline Activities, key customer information using Sally, and view Notifications received directly from your smartphone while on the go!
Note: Gainsight Mobile for Android version works the same as iOS. All the features and functionalities in iOS are available in Android.
Currently, Gainsight Mobile App for Android version works across Samsung S10+, S9 and Pixel 3.
The app is available to all users with a full or viewer Gainsight license.
You can download Gainsight Mobile App only from the Play Store. For more information on how to download and login to Gainsight Mobile App, refer to Gainsight Mobile App Overview article.
Gainsight App includes the following capabilities:
Timeline: Timeline is the Gainsight Mobile app Landing tab. Timeline offers a global view for all of the activities for all Companies and Relationships in a centralized area.
Sally: the AI-powered bot, makes rich Gainsight data easily accessible through simple conversation. Asking Sally questions is just like asking a real person, and machine-learning technology helps her get smarter with each interaction.
Notifications: Tapping Push Notifications allows you to enable/disable the @mentioned in Timeline and Meeting insights and notes toggle buttons. Once you enable these buttons, you can receive notifications (initiated from the web/mobile) during the following:
When you are mentioned in an Activity, irrespective of whether you’re following the customer.
For all your external events/meetings (customer meetings), 10 minutes before.
For more information on Gainsight Mobile App, refer to Gainsight Mobile App Overview article.
Version 6.7.1 (Patch & Hotfix), October 15, 2019
- Unable to Save Email Template: Previously, users were unable to save the email templates created in the new Email Builder because the Opt-Out migration was not successful. This issue is now resolved and the email template is saved successfully irrespective of migration performed or not for opt-out.
Date format displays incorrectly: Previously, at times users were unable to view the correct date format in different time zones. This issue is now resolved and users can view the correct date format as expected.