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New Idea

Email Overview C360 Dashboard (tab) as a snapshot

Related products:CS C360 & R360 & P360
  • June 27, 2024
  • 0 replies
  • 9 views

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Currently one can share the AI Cheat Sheet as an email. This is helpful to share to executives an overview of a customer account.

 

I would like to request a feature to share the entire C360 Overview Tab, which is basically a custom dashboard, in email. This would be a huge benefit to executives to see the status of a customer in one view.