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Gainsight Inc.

Catch-up on 360 Enhancements

March 2020: 6.12 Release

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February 2020: 6.11 Release

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.

Admins can now select Lookup Fields when configuring filters for the R360 Attributes section, to better control the type of data displayed within the R360.

To add a filter to an R360 page, navigate to Administration > General > Relationships > Types > select the Relationship Type you wish to edit > Layouts > select the Layout you wish to edit > Click to configure the Attributes section > select the filters you wish to apply.

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For more information on configuring the R360, refer to the Configure 360 Attributes Section article.

Previously, admins could only choose from a pre-selected list of date ranges when configuring the expiration period of a shared setting. This limited their ability to control the amount of time their shared layouts are available. Now, admins can set the exact number of days a shared layout is available before access expires. To configure expiration settings for shared layouts navigate to Administration > Sharing > 360 Layout > select either the C360 LAYOUTS tab, or the R360 LAYOUTS tab > select the layout you wish to edit > Sharing Settings.

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For more information on how to configure sharing settings for Shared 360 layouts, refer to the Sharing Settings for Share 360 article.

January 2020: 6.10 Release

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December 2019 : 6.9 Release

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