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Different 360 layout for different types of accounts

  • August 15, 2016
  • 1 reply
  • 32 views

matthew
We need the ability to look at our various customers differently when in the C360.

This is absolutely necessary to support our current workflows - we really need to have the ability to create multiple C360 views for different type of account (for example, location vs. brand).

Ideally, we would have the ability to create two or more different layouts based on some account field (e.g. account type), and have the ability to create different tabs and different views within the tabs.

We know that some of this is available through Relationships, and soon there will be the ability to customize the scorecard per different account tabs, but having the ability to customize the C360 layout and tabs would be very helpful.

1 reply

darkknight
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  • Expert ⭐️
  • August 15, 2016