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Gainsight Inc.

Configure 360 Person Section

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

Not sure what your team is using? Click here.

 

Overview

This article explains how admins can configure the Person Section in C360/R360 layouts. This configuration includes adding fields to the list and detail view configuration of the Person section and adding fields that will be available for CSMs while adding a person in the C360/R360 Person section. You can add a new Person section from either Global or Local sections to the C360/R360 layouts from the C360/R360 Layouts configuration page. The Person section in the C360/R360 page displays the list of people associated with the specific company or relationship, as well as their personal and association details, fetched from the Gainsight Person Model. To learn more on Gainsight Person, refer Gainsight Person Object Model.

Once the person section is configured, the Person section in the C360/R360 page looks similar to the following image.

Note: The below configuration is explained using C360, and the configuration for R360 remains same. 

1. C360 Detail View.png
 

Add Person section to C360 Layout

To add the Person section to C360:

  1. Navigate to Administration > Company > C360 Layouts.

Note: To add a Person Section to R360 page, navigate to Administration > General  > Relationships > TYPES > Select a Relationship Type > LAYOUTS.

  1. Create a new layout or edit an existing C360 layout to add the Person section.
  2. Click the EDIT icon of the respective layout.
  3. Add (drag and drop) Person section from LOCAL Available sections to Selected section.
    Note: You can also add a Global section created on Person type from the GLOBAL Available sections. To learn more on creating a Global section of type Person, refer Global Sections.
  4. Hover to the Person section and click the CONFIGURE icon. Configure Section dialog appears.
  5. Enter the following details:
    1. Edit the section title if required.
    2. (Optional) Enter the description to the section.

2. Click to add Fields.png

Configure List View

Fields that you add from the person model into this configuration page appear to CSMs in the person list view from the C360 > Person section. To add fields in the List View configuration:

  1. In the List View tab, add (drag and drop) the required fields of the Person and Company Person objects from Available Fields to Selected Fields.

3. Configure Section_person.gif

  1. Hover on any field, click the Edit icon, and change the field label that should appear in the list view.
  2. Click SAVE to save the list view configuration.

List view in the Person section from the C360 page looks similar to the following image:

4. Person View_C360.png

Configure Add Person

Fields that you add from the person model into this configuration page appear to CSMs while adding a person from the C360 > Person section. CSM can add information into these fields while adding a person. For more information on adding a person, refer Person Section in C360. To add fields in the Add Person configuration:

  1. In the ADD PERSON tab, add (drag and drop) the required fields of the Person and Company Person objects from Available Fields to Selected Fields. You can see all of the standard and custom fields from the Gainsight Person model in the Available Fields.
  2. Hover on any field, click the Edit icon, and change the field label that should appear in the Add Person dialog.
  3. Click SAVE.

5. Add fields to Add Person Tab.gif

Fields added in the above configuration page are available in the  Add Person dialog in the C360 > Person section as shown below:

6. Fields in Add Person at C360.png

Configure Detail View

Fields that you add from the person model into this configuration page appear to CSMs in each person detail view from the C360 > Person section. To add fields to the Detail View configuration:

  1. In the DETAIL VIEW tab, add (drag and drop) the required fields of the Person and Company Person objects from Available Fields to Selected Fields. You can see all of the standard and custom fields from the Gainsight Person model in the Available Fields.

7. Add Fields to Detail View.gif

  1. In the Selected Fields, once you have added a field, hover on any field. You can perform the following actions:
    1. Click the Settings icon of any field.
    2. Enable/disable the Edit Permission option. Following are the permissions applied using this option: 
    • If you enable the option, CSMs will be able to add/modify values in the field from the C360 > Detail View.
    • If you disable the option, CSMs will not be able to add/modify values in the field from the C360 > Detail View.
    1. Click the Edit icon and change the field label that should appear in the Person Detail View.

8. Edit Permissions_Detail View.gif

  1. Click SAVE after configuring the fields.

Person Detail view in the Person section from the C360 page looks similar to the following image:

View Person.gif

Once this configuration is done, CSMs can now directly add persons from the C360 > Person section. For more information on how to add a person from C360 page, refer Add Person records from C360.

Configure Chart View

This section explains how Gainsight administrators can configure the Person Maps feature. Admins can add fields to the newly introduced CHART VIEW tab of the person section. Once admin adds the fields, end users can see the added fields on the Person maps section.

Admin can configure a maximum of three fields on the CHART VIEW tab. By default, Name and Email fields are present on the CHART VIEW tab. You can remove the Email field, if required. However, you cannot remove the Name field. Apart from the Name field, you can add a maximum of two additional fields to the CHART VIEW tab.

To add fields to the Chart view:

  1. Navigate to Administration > General > Company.
  2. Click the C360 LAYOUTS tab.
  3. Click the Edit icon for the required layout.

Navigate to C360.gif

Note: If you cannot find the Person section under the Selected sections, drag and drop it from the Available sections.

  1. Click the Configure icon for the Person section.
  2. Click the CHART VIEW tab.
  3. Add the required fields.
  4. Click SAVE.

Add sections.gif

Configure Person Search Settings

Admins can configure custom search settings of the Person Search while adding a person in the C360 > Person section. To configure the Person search:

  1. Navigate to Administration > Person > SEARCH CONFIGURATION. You can see the default fields: Person::Email and Person::Name in the Selected Fields section.
  2. Drag and drop the required fields from Available Fields to Selected Fields.  

9. Person Search Fields.gif

The search fields configured above are now available in the Add Person dialog at the C360 > Person section. You can enter values into these search fields to find an existing person record in Gainsight. If you find an existing person record, you can select the person and add values into the remaining fields to associate the current company. If you do not find an existing person record, you can click ADD NEW PERSON to add a new person record and associated values to the current company. These actions are as shown below:

10. Add Person Dialog.gif

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