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?
how do you add preview, edit, and add buttons in dashboard?
-Ben
+5Hi 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!
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!
Perfect thanks!
+1We 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.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.