Contributor ⭐️⭐️⭐️

Group by 'Account Owner' in Cockpit

Forum|Forum|11 years ago
June 17, 2015
7 replies
66 views

Our CSM team has weekly calls with the Account Executives to go over status and priority of items in the Cockpit. It would really help to be able to 'Group By' an 'Account Owner' option. When will this be available? We are working around this by using filters, but having to recreate the filter each time you talk to an Account Owner is not ideal. Thanks!

julia_guyadeen

Contributor ⭐️⭐️⭐️

I've had a similar need to group by Assignee. Daria, would grouping by Assignee work for you? Or does it specifically need to be Account Owner / CSM?

dariabrainerdAuthor

Contributor ⭐️⭐️⭐️

Hi Julia - We really need to group by Account Owner. Thank you for your consideration!

krishna_sekhar

Gainsight Employee ⭐️

Hi Julia, Thank you for your feedback. Engineering team will review and get back to you on this.

dariabrainerdAuthor

Contributor ⭐️⭐️⭐️

Has there been any update on being able to group or sort by Account Owner in the Cockpit? Customer Success has weekly meetings with Account Owners and this would be helpful in terms of isolating CTA's specific to that Account Owner.