New Idea
Hover over customer name when in Cockpit
When in the Cockpit, it would be great if when you hovered over a customer name there was a pop up with info the admin specifies to show up for customers. Similar to SFDC pop up summaries when hovering over an account. CSMs can click into a customer to get to the c360, but it would be nice if there was some information that popped up about the customer in order to give them relevant information and keep them in the cockpit.
A specific need is related look up fields for other internal employees. When a CSM gets a CTA but might want to assign a task to another employee they have to go back to the SFDC account page to find out who the employee is as we do not have room for all account fields on the C360.
A specific need is related look up fields for other internal employees. When a CSM gets a CTA but might want to assign a task to another employee they have to go back to the SFDC account page to find out who the employee is as we do not have room for all account fields on the C360.
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