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New Idea

Different 360 layout for different types of accounts

Related products:None
  • August 15, 2016
  • 1 reply
  • 29 views
matthew_lind
sdrostgainsightcom
andreammelde
kstim
+6
  • matthew_lind
    matthew_lind
  • sdrostgainsightcom
    sdrostgainsightcom
  • andreammelde
    andreammelde
  • kstim
    kstim
  • Wayne
  • sarahmiracle
    sarahmiracle
  • sandeepchidiri123
  • pranaykundarapu
    pranaykundarapu
  • dayn.johnson
    dayn.johnson
  • Stuart
    Stuart
  • TreeMaine09

matthew
  • Contributor ⭐️⭐️
  • 4 replies
We need the ability to look at our various customers differently when in the C360.

This is absolutely necessary to support our current workflows - we really need to have the ability to create multiple C360 views for different type of account (for example, location vs. brand).

Ideally, we would have the ability to create two or more different layouts based on some account field (e.g. account type), and have the ability to create different tabs and different views within the tabs.

We know that some of this is available through Relationships, and soon there will be the ability to customize the scorecard per different account tabs, but having the ability to customize the C360 layout and tabs would be very helpful.

1 reply

darkknight
Forum|alt.badge.img+4
  • Expert ⭐️
  • 1980 replies
  • August 15, 2016

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