Little late to the game but we’re just starting to build out a new home with the new UI, so far lots of positives about it however I have the following suggestions/requests;
- Summary Ribbon
- Would like to be able to choose which columns are shown when clicking on a OOB widget/report, e.g currently clicking on the number of accounts just shows a list of account names
- Would like to choose an icon to assign to custom reports, they all just show “KPI” which can be quite a loaded term, e.g. our CSM’s may think those items are things they are measured against
- Would like to turn off the option for users to export (admin level toggle)
- Portfolio
- Would like to rename the tabs, e.g we would rename “Actions” to Cockpit
- Would like the ability to split out Cockpit from Company portfolio (like it was in old UI)
- Would like Relationships to be a different tab to Customer, not a drop-down (and again rename to relfect how we use relationships)
- Would like to give the option for users to export (admin level toggle)
- Would like to be able to set a different column to sort by, and a different first column (specifically relationships, where I want Company name first)
- Would like to be merged with Scorecard Mass Edit, so we can show visual (ie coloured) scorecard measures/groups and also allow editing of manual measures (then we don’t need to use two widgets).
- Timeline + Calendar
- This widget is widely loved by CSMs, would like to be able to make it wider to take a larger presence on the page