We have several different reports that our CSMs need to run frequently, and we're looking for a way to create links to those reports within GS. Ideally, it would be great to be able to add a widget called Important Links, and then, add several links into that section for easy access. Has anyone done anything similar or have other suggestions?
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Heather,
If you have basic development skills or access to a resource with this skill set, then this could be accomplished by creating a very simple Visualforce page and embedding it on your C360 view in a new section. Happy to provide more information if this is a viable option.
If you have basic development skills or access to a resource with this skill set, then this could be accomplished by creating a very simple Visualforce page and embedding it on your C360 view in a new section. Happy to provide more information if this is a viable option.
Hi Rob,
Thanks! I'll have to a tag another team to get that done, but it's probably worth it. I appreciate the suggestion!
Thanks! I'll have to a tag another team to get that done, but it's probably worth it. I appreciate the suggestion!
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