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ben
ben
Helper ⭐️⭐️⭐️
Aug 31, 2016 7:22 PM UTC

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

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 ⭐️⭐️⭐️
      Oct 10, 2016 5:26 PM UTC
      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!
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      Lila Krutel, Dir. Global Education Services
      ben
      benAuthor
      Helper ⭐️⭐️⭐️
      Oct 10, 2016 5:27 PM UTC
      Perfect thanks!
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      -Ben
      samantha_braastad
      samantha_braastad
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Aug 29, 2018 2:13 PM UTC
      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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