Allow inline editing in tabular reports

Related products:CS Reports

Forum|Forum|9 years ago
March 16, 2017
78 replies
2924 views

It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in the tabular report, edit the cell, and have that update the associated object record.

andrew_cumminsAuthor

Helper ⭐️

See attached picture for example.

dan_ahrens

Expert ⭐️⭐️⭐️

I'm a big fan of adding this capability. In the life of a CSM and manager there are always needs to edit data on multiple customers in as an efficient a way as possible. Having to open each customer's C360 or SFDC account page to edit this information is very time consuming and tedious.

VP of Customer Success at Forcepoint

spencer_engel

Expert ⭐️

I'm a big fan of this functionality too and have heard this request from more and more customers. Any news on if this is being considered/which release it's slated for?

melissa_i_959be6

Contributor ⭐️⭐️⭐️⭐️⭐️

I'd also be interested in any update on this request. This was a top 5 request from our CSMs during my current Gainsight review.

andrew_cumminsAuthor

Helper ⭐️

This coming up more and more is there any update on this that has been considered as part of the roadmap. We are trying to determine working with Success Plans or Smartsheet for customer action plans and we are leaning toward Smartsheet because of the Smartsheet integration where you can map fields for inline editing where an update in SF will update in Smartsheet and an update in Smartsheet will update in SF.

venky_reddy_k

Helper ⭐️

Hi Andrew

We have considered it and inline editing in reports is one of the top priority items on our roadmap. We are targetting to focus on this item in Q3 this year. Will keep this post updated, if we get a chance to work on it before that.

Thanks
Venky

andrew_cumminsAuthor

Helper ⭐️

If you need a user story when you get to that point let me know.

link_black

Gainsight Employee ⭐️⭐️

This just came up with another customer today. In their case, their CSMs would like the ability to view/edit CTA Tasks in a spreadsheet format without having to click each row to edit the details. This could be a great feature for sure!

-- Link