I’d love the ability to create “Views” on the People section in C360 the same way we can create different views in Timeline & Cockpit. A majority of our outreaches and engagement activities are done based on roles defined at the contact level, and our CSMs are asking for a way to see that subsection of contacts from the People level on the account.
At present, there is no way to save or configure a view on the People section, so our workaround has been to add filters to see the contacts in the role group you’re looking for. This is painful for the CSM to have to do this action every time, especially when they have to filter on multiple fields. Enabling the creation of views in this section would avoid them having to pull a separate report or filter themselves.
100% aggree with this - CSMs can filter but they don’t have a way to save their view or create multiple ones. Admins should be able to set default views, but CSMs should also have the ability to create their own view(s) to save so they can navigate contacts as best works for them.
If we were to create a regular tabular report that’s pre-filtered, or even a series of reports, we’d lose the functionality of the Persons section of the 360.
Running into this now too. Our teams are asking for views of stakeholders, exec contacts, etc, so would be nice to be able to create some additional views to make that possible. Also, agree with@bradley that creating a separate related list isn’t a good workaround since you lose the functionality of the Person section.
I’m surprised this isn’t a functionality, and is a big ask from our CSM’s. Would love to see this implemented.