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andrew_cummins
Helper ⭐️
September 3, 2021
New Idea

Allow a CSM to be able to customize/choose reports they want in a Success Snapshot

  • September 3, 2021
  • 4 replies
  • 78 views

Our CSMs for a while now have asked that we simply provide a list of reports that they can hover over and view and then check a box to add/customize a new Snapshot or current templates.

4 replies

Cornelia
Contributor ⭐️⭐️⭐️⭐️⭐️
September 6, 2021

Hello @andrew_cummins, thank you for your post. We understandthe ask on hovering over a list of reports for the CSMs, we will have our Product Manager take a look into this and get back to you. 

rahul_prayakarao
Helper ⭐️⭐️
September 9, 2021

@andrew_cummins - very very interesting request, Andrew. This is the first time I am hearing this.Can you please explain the use for this?

andrew_cummins
Helper ⭐️
September 9, 2021

@rahul_prayakarao  right now we have a few Snapshots that have so many slides in it because we are trying to accommodate different scenarios. We have had multiple meetings to pair the powerpoints back but continue to get requests of one off modifications ie a different reports/view or a different date range. 

rahul_prayakarao
Helper ⭐️⭐️
September 10, 2021

Noted, Andrew. I would like to discuss more on this in our scheduled call.