Is it possible to set default filter settings for the Account widget cockpit view?

Forum|Forum|7 years ago
March 15, 2019
5 replies
76 views

We're going to be rolling out the gainsight account widget to our sales team next month. We want to give them some insight into open CTAs (specifically Risk CTA Types). I know they can filter to show these on their own, but aren't really familiar enough with CTAs and what they should be looking at. Is there a way to set a default filter or default custom view but still allow them to adjust as needed?

playbook

Best answer by sai_ram

@katie_b This is possible with Gainsight NXT. Please refer to this article for more information.

aditya_marla

Helper ⭐️⭐️⭐️

Hi Katie,

Thanks for sharing this. Do you want to define some views for the user beforehand (eg: Open Risk CTAs) so that each user doesnt' to create it on their own?

Regards

katie_bAuthor

Helper ⭐️

Exactly. Our view license users aren't very familiar with CTAs and we want to pre-set their default view so there is less work for them to filter to what they need to see and know it is filtered correctly.

Katie Baker

aditya_marla

Helper ⭐️⭐️⭐️

Got it,

Thanks for sharing this. As of today its not possible for the admin to define views for other users. Another question: For the viewer license users do you want to have multiple views (or is it about just having one view for them - which is not a part of the standard ones available?)

katie_bAuthor

Helper ⭐️

For now, we'd probably be fine with justs 1 additional 'standard' view but I do see this coming up more often as we continue to expand to other departments as they each may have different needs.

Katie Baker

sai_ramAnswer

Expert ⭐️⭐️

@katie_b This is possible with Gainsight NXT. Please refer to this article for more information.

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