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ben
ben
Helper ⭐️⭐️⭐️
August 31, 2016

how do you add preview, edit, and add buttons in dashboard?

  • August 31, 2016
  • 3 replies
  • 29 views
We are re-launching Gainsight and I am having my CSMs work out of one primary dashboard. We have it setup with their daily functions that used to do in Salesforce, with the perks of Gainsight.

One thing that I cannot figure out how to do is add the "Action" column when in a dashboard. They all seem to love the C360 option to preview, edit, and add.

How can this be added?

      3 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      October 10, 2016
      Hi Ben,

      I don't believe there's any way currently to bring in those actions to a dashboard. The dashboard reports are basically read only, with the option to filter or export, as needed. I'm going to switch your post to an Idea (enhancement), although I'll let our product manager speak to the feasibility of this request. Thanks!
      Lila Krutel, Dir. Global Education Services
      ben
      benAuthor
      Helper ⭐️⭐️⭐️
      October 10, 2016
      Perfect thanks!
      -Ben
      samantha_braastad
      samantha_braastad
      Contributor ⭐️⭐️⭐️⭐️⭐️
      August 29, 2018
      We would love to see something like this as well. Right now, CSM's are being asked to live in dashboards, Cockpit, and C360s which is very inefficient. 
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