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dstokowski
dstokowski
Gainsight Employee ⭐️⭐️
May 13, 2016
Question

Customer Feedback new UI: Add Assignee/Owner as a Quick List filter on Cockpit

  • May 13, 2016
  • 4 replies
  • 94 views
Many managers use the option of picking one of their team members as Owner for changing Cockpit View for 1:1.  Since it moved to Advanced Filters - requires more clicks AND knowing what the field name is to find these.

    4 replies

    kristin_f3c469
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    June 2, 2016
    Reinforcing that we need the ability for AM Managers to quickly/easily filter CTAs by assignee.

    Additionally, the filtering by Assignee=AM Name is not working. When you select Other User and enter a name, the UI does not come up with a list of users to select from. This makes me think the field is taking a text value when it really needs to link to the user's record by ID.

    ian_bennett
    ian_bennett
    Contributor ⭐️⭐️⭐️
    July 7, 2016
    Hi
    Like the new UI rolled out this morning but moving the Owner filter out of the main bar to Advanced filters is a step backwards in terms of usability for the reasons outlined above.
    1) Its too many clicks for managers
    2) Using the advanced filter you are not prompted for names to choose from as you type so you have to know the correct name of the person you are looking for
    Any immediate plans to have the Quick filter restored ?
    Thanks
    Ian
    dstokowski
    dstokowskiAuthor
    Gainsight Employee ⭐️⭐️
    July 7, 2016
    On 2) you should be able to see the Owner Filter under the Filter icon as a quick filter and allows for type ahead.

    Are you seeing this kind of screen? (Sample screen shot shown here)

      ian_bennett
      ian_bennett
      Contributor ⭐️⭐️⭐️
      July 7, 2016
      Hi Denise
      My bad..... didnt see that in my rush to click on Advanced Filters.
      Thats perfect.
      Thank you !
      Ian
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