+1I was wondering if it’s possible to provide a report to CSM’s where they can update attribute fields from within that view rather than going to each 360 individually?
This is doable via SF using a list view, e.g;
And I know we can do this for healthscores currently.
Best answer by muralikrishnagopu
Hello
+5I don’t believe there is an easy way to do this. Custom Low Volume Objects can be edited from a Related List (Report) section on a C360 but cannot be edited from Dashboards. Also, the Company object is not a Custom object so its data cannot be modified outside of Data Operations or Rules Engine.
+4
https://community.gainsight.com/cs-ideas-21/allow-inline-editing-in-tabular-reports-3866
+1Thanks
Hello
+13
+13
+7Question is marked as solved, but last message from Gainsight still looked like solution was not released. Did this feature ever get released? If yes, how can I use it in new Horizon Reports & Dashboards? :D
+8Question is marked as solved, but last message from Gainsight still looked like solution was not released. Did this feature ever get released? If yes, how can I use it in new Horizon Reports & Dashboards? :D
This is probably referring to what I believe is called the ‘my portfolio’ widget in GS Home. I haven’t enabled it but I believe that is what enables in-line multi-company editing. I don’t know that you can put it anywhere outside of GS Home yet.
+7Aha, thanks
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