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seth
seth
Expert ⭐️
March 2, 2018

C360 Layout Preview

  • March 2, 2018
  • 3 replies
  • 37 views
I have a different C360 layout than my CSMs. When updating theirs, I'd love to be able to preview their C360 without having to log in as one of them.

      3 replies

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      March 7, 2018
      @Seth, Thanks for the great idea!

      A follow up question - Is this required to make it easier for the Admin to review the changes he is incorporating into a layout? Would there be a need to choose a specific customer that should be used while previewing the layout? 

      Thanks for bringing this up!
      seth
      sethAuthor
      Expert ⭐️
      March 7, 2018
      Hi Sai -- Yes, for me, it's just about reviewing changes. As far as previewing, yes, I imagine it would be helpful to choose a customer. If you're previewing the C360 to see how a new report looks, for example, you want to make sure that you use a customer that actually has data for that report.
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        darkknight
        darkknight
        Expert ⭐️
        March 8, 2018
        Great idea!
        Jeff Kirkpatrick
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