Here’s the scenario: You’re a CSM looking at a Risk Dashboard in prep for a conversation with your manager. You notice there’s no Risk CTA for Real Business Company LLC. You want to open the 360 compact layout so you can quickly make the CTA you forgot to yesterday, then go back to your dashboard review.
But oh no! Without that Company name already being on the report, you can only use the general search and open up a new tab. RIP beloved 360 compact view.
It would be great if you could either get the compact view from search results, or had some other means to summon it. This would also help expand use cases for the 360 compact layout and give CSMs more reason to adopt it, and make the overall experience better.