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Add ability to revert the Detail View Layout Configuration for CTAs at the Company or Relationship Level BACK to the Global Level

Related products:CS Cockpit & Playbooks

travis_floyd

Problem: 

CTA Detail View Configuration can be set at the Global, or Company, or Relationship Level.  Currently, if a change is made at the Company or Relationship level, the Global configuration is overridden, which is the desired and expected behavior.  HOWEVER, there is no visual indication as to WHICH view configuration is currently active, Global or Company or Relationship.  Furthermore, there is NO WAY for the Admin to revert BACK to the Global Configuration.  This causes additional configuration and administration load on the Admin.

Recommended Solution:

  1.  Add a visual indicator to the CTA Type that shows if the Global or Company and/or Relationship configuration is currently active.
  2. Provide an option at the Company and Relationship level configuration to “override” global configuration.  ONLY once this option is checked for a given CTA Type would the Company or Relationship level configuration be used.
  3. If the Override is Un-Checked at the Company or Relationship level, then the detail view configuration reverts BACK to the Global Configuration.

2 replies

mpatra
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  • Gainsight Employee ⭐️
  • 137 replies
  • March 7, 2023

Hi @travis_floyd ,

We are currently working on redesigning the entire admin flow. We are also trying to solve this problem. I will keep this thread updated on the progress that we make with this project.

Thanks,

Monica


mpatra
Forum|alt.badge.img
  • Gainsight Employee ⭐️
  • 137 replies
  • March 7, 2023
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