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kevin_ly
kevin_ly
Helper ⭐️
January 20, 2016

Relationships in Account Widget & R360 Report Ordering within a Section

  • January 20, 2016
  • 2 replies
  • 16 views
Copied from Chatter: 

"  For CQ RollCall they were asking if the Account Widget would display the Relationships Section. I went to C360 Sections under administration and found out that I was not able to added it to the Account Widget. Is there a workaround for now? It sounds pretty important to them. 

 

There was also an ask to be able to modify the order of reports that are stacked within a section on the R360 View. Right now I could work around this by making certain reports first unless there is a better way.  "

Posted in Community as feature request.

 

Kevin

      2 replies

      joseph_siudzinski
      joseph_siudzinski
      Helper ⭐️
      January 24, 2017
      +1 to the ability to put Relationship cards on the Account Widget. A related list is an okay workaround but the Card view is much cleaner and shows parity with the C360.
        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        January 25, 2017
        Makes sense. Do note that, as part of our Feb release, we are planning to make full R360 views (all exposed sections) available within the Account & Opportunity widgets. A drop-down at the top would let users move between the parent C360 view and associated R360 views. All tabs would be laid out horizontally as they are today.
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