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tim_anderson
tim_anderson
Contributor ⭐️⭐️
February 19, 2016

Re-order Cockpit when grouping by Type

  • February 19, 2016
  • 1 reply
  • 48 views
When grouping Cockpit by CTA Type, my CSMs would like to see Opportunities first, then Events, then Risks.  Currently Risks show up at the top of the screen.  Can we have the ability to re-order the Cockpit layout?

      1 reply

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      February 22, 2016
      If the CSMs select Opportunities (and the other types they want to see) in the Type menu, and Type in Group By, the view is sticky. I think this will get you what you want, but let us know if it doesn't.

      And just in case, Admins can configure the display order of the CTA Types in the drop-down menu under Admin > Cockpit Config > Call to action type > Display order.
      Lila Krutel, Dir. Global Education Services
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