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@alex_GC_ that’s right, it’s a custom field we created also. Create the Dropdown list first in Data Management, then go to Admin → Timeline → Edit on the specific Activity Type you want to add to, then click + Field. Quick video: End Proctoring-
Hey everyone, I wanted to share a quick video (6 mins.) about how to use the PX Data Loader. I think this will make it easier to understand the use case, but more importantly, how to quickly get it set up and used. The PX data loader and PX REST API help you bring in User, Account, or Custom Event data into the PX application. The data could be historical or from other usage tracking apps. Then, you can see the data in PX’s Adoption Explorer. Customer data can be used to target your engagements more accurately, or for deeper insights and analytics. This article will also help you get started with the data loader. Hope this helps! Christopher
Hi everyone - I'm back with a new video that explains the benefits of using Gainsight's Person model, as well as some admin tips and tricks. In this video, I cover the following: Benefits of using Person Model Required for Email to timeline Required for configuring @ mention in timeline More compatible with Survey 2.0 and Journey Orchestrator Person records can be editable straight from the C360 Required for using our new People Maps feature Tips and Tricks when using Person Model Remember that you can add custom fields in either the Person or Company Person objects. You might want to create a rule that makes sure changes made to Person records get synced back to your source CRM's contact records. Remember to set up your derived mappings appropriately when creating the setup action.
Hi Team, On rules for custom field mapping on multipicklist field, need to have the ability to load the multiple values for multipicklist field selection
Hello Team, We got a feedback from customer on ‘Playbook’ section, stating: 1)In the Playbook creation, If we could use Tab Out for selecting options and click ‘Save’ by ‘Enter’? For now, what I see in the Local Org is, when we create a playbook, the ‘Tab’ option works, but it’s not highlighted during selcting the type, and also, click on the “spacebar” is saving it. 2)Whenever we delete a plabook, it scorolls to top of the page, Rather than staying at same section: I’ve made a small video, showing the above mentioned - Can we make these improvements for better UI experience? Thank You.
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