I noticed that you can longer click on the widgets in the Summary on the C360 to go to that section. It would great if that was still an option in addition to the links on the left as well.
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Heather,
Are you talking about the new UI?
Thanks,
Steve Davis
Are you talking about the new UI?
Thanks,
Steve Davis
Hi Steve,
Yes, that's correct. Sorry not to specify.
Yes, that's correct. Sorry not to specify.
Thanks for feedback Heather. This is consistent with what we have heard internally and are planning to improve.
Sidhu,
I see that several of the standard C360 summary widgets now link to C360 sections (success plans, health score, NPS, Open CTAs). Do you know of a planned update on the roadmap that will allow customers to link additional widgets in the C360 Summary to sections such as related lists?
For example, a customer has added a custom account-level field on the C360 summary "Cases Opened in the Last 30 Days". They would like the ability to click on that widget in the C360 summary and be taken to their C360 section "Cases" that is built upon a related list that shows the open cases.
Your insight is much appreciated!
I see that several of the standard C360 summary widgets now link to C360 sections (success plans, health score, NPS, Open CTAs). Do you know of a planned update on the roadmap that will allow customers to link additional widgets in the C360 Summary to sections such as related lists?
For example, a customer has added a custom account-level field on the C360 summary "Cases Opened in the Last 30 Days". They would like the ability to click on that widget in the C360 summary and be taken to their C360 section "Cases" that is built upon a related list that shows the open cases.
Your insight is much appreciated!
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