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irit_eizips
Helper ⭐️
March 20, 2015
New Idea

C360: Ability to customize page layout by CSM or customer segment

  • March 20, 2015
  • 15 replies
  • 168 views
As you all know, low touch customers are managed differently than high touch customers. Therefore, the CSM team members have asked to have the ability to define their preference with regards to the C360 page. Ideally, each of them could define how they would like to have the sections sorted and which sections to hide.

That being said, I see a lot of similarity in the way that the CSM manage their account. Therefore, providing the ability to define the page layout by user role, user profile, or customer segment, would be effective and helpful too.

    15 replies

    johnny_burtchaell
    Helper ⭐️
    October 25, 2016
    What about when 2 CSMs have the same customer in Gainsight?
    CSM A works with Subscription products. CSM B works with On Premise products. Both CSMs rely on different $ fields, contract info is different, Support/Projects are different. The summary section only has X amount of fields that can be used and the 2 CSMs don't use the same data; so its causing a "fight" over which CSM team gets to have their data displayed in the Summary section. 

    Also, how will both CSMs utilize the Stage and other widgets?
    Example: CSM A has a customer in the Onboarding stage for product A, but needs the stage also needs to be in Renewal to trigger the rules engine for Product B (CSM 😎.

    How can CS360 handle a customer that needs to be in multiple stages, due to having multiple products, simultaneously?
    Are there any best practices for CSMs from different departments sharing the same customer within CS360?
    Having more than 1 CS360 "profile" might resolve some of these issues...
    darkknight
    Expert ⭐️
    October 25, 2016
    Jeff Kirkpatrick
    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    October 25, 2016
    Looks like a solid use-case for Relationships! Happy to address any questions you might have.
    abhishek_sivaraman
    Helper ⭐️⭐️⭐️
    December 2, 2016
    Hi All,

    As you might have seen in the release notes for November, we have released the first version of Multiple C360 Layouts. You can see the detailed description with the steps to do it here - https://support.gainsight.com/hc/en-us/articles/235626068.

    We would love to hear your feedback and comments regarding how we can make it better.

    Thanks
    Abhishek S
    harris_maidenbaum_cbac7b
    Contributor ⭐️⭐️⭐️
    July 2, 2018
    This reply was created from a merged topic originally titled Is restricting who can see various Layouts/Views on the roadmap?.

    We'd like to be able to permission specific "Gainsight" tab layouts and Customer tab dropdowns. We have several views we don't want some users to see