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Re-order Cockpit when grouping by Type

  • February 19, 2016
  • 1 reply
  • 26 views

tim_anderson
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
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  • 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.