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angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
June 8, 2018
New Idea

c360 recent accounts

Related products:CS C360 & R360 & P360
  • June 8, 2018
  • 9 replies
  • 46 views
As a CSM I need to see the most recently accessed accounts when I open my c360 so I can resume work quickly after re-launching my browser.

    9 replies

    azhar_uddin
    Helper ⭐️⭐️
    June 13, 2018
    Hi, It is possible to show you recent account as we store those ids, If you can help me in how and where you would like to see them I can prioritize on it. 

    As always happy to help.
    Thanks
    sai_ram
    Expert ⭐️⭐️
    July 23, 2018
    Hi Angela, while I am almost certain that you are referring to showing a list of recently accessed C360 pages, I also want to get confirmation that you are not asking about listing Accounts that you recently accessed in SFDC.
    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 23, 2018
    Yes, accounts recently accessed in the c360.  Thank you.
    Angela Domenichelli (She/Her/Hers)
    dan_ahrens
    Expert ⭐️⭐️⭐️
    July 24, 2018
    HI Angela, do most of your CSMs use the generic C360 page ( https://[your company url )as their Gainsight "home page" or do they use a dashboard or their Cockpit when they first log into Gainsight?
    VP of Customer Success at Forcepoint
    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 24, 2018
    For the homepage, I think most CSMs land on Cockpit.
    Angela Domenichelli (She/Her/Hers)
    dan_ahrens
    Expert ⭐️⭐️⭐️
    July 24, 2018
    Hi Angela, I'd love to understand more about the typical navigation and where you see the opportunity for a "recent account" list. Would you be open to chatting about it live? My email is dahrens at gainsight dot com. 
    VP of Customer Success at Forcepoint
    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 30, 2018
    Thanks for chatting today!
    Angela Domenichelli (She/Her/Hers)
    dan_ahrens
    Expert ⭐️⭐️⭐️
    July 31, 2018
    Thanks for your time yesterday Angela.

    For the benefit of others - we discussed a roadmap concept we are working on called a CSM Home page which will incorporate elements from C360, Timeline, Cockpit, Reports, etc. The intent is to provide a true home page that puts as much information as possible available at first glance. This has been a cross functional effort and some building blocks are still being worked up (Global Timeline is an example of a building block that we had to build before we could present Timeline data across accounts in a CSM Home page). We don't have an ETA on this feature yet, but it is something we are actively working towards. 

    VP of Customer Success at Forcepoint
    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    June 12, 2024

    This could be a great addition to Gainsight Home as an out of the box widget.

    Angela Domenichelli (She/Her/Hers)