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C360 Layout Preview

  • March 2, 2018
  • 3 replies
  • 24 views

seth
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  • Gainsight Employee ⭐️⭐️⭐️
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
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  • 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
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 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.

darkknight
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  • Expert ⭐️
  • March 8, 2018
Great idea!