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Give the Admin the ability to change the column order and field names in Call to Action "Custom Views" for Cockpit.

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melissa_i_959be6
leanne
  • melissa_i_959be6
    melissa_i_959be6
  • leanne
    leanne

travis_floyd

Currently, the Administrator can edit views with the exception of My CTAs and My Tasks.  These we can’t even add additional columns to the view.  In the other views we have, we can add columns, but we cannot change the order of the columns, or rename the columns that we add.   We could delete the columns that the system will allow us to, and re-add them in the order we want, but then we can’t change the name.  As an example, we often have to add a field for a column that is just called “Name”.  Not very descriptive, as it could be the Type Name, the Reason Name, the CSM Name, the TAM Name, Company Name, etc etc.

 

Please give the admin the ability to configure these fields to make the end-user experience consistent and more user-friendly. 

6 replies

darkknight
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  • Expert ⭐️
  • 1980 replies
  • June 14, 2022

💯

 

 

travis_floyd wrote:

 

Please give the admin the ability to configure these fields to make the end-user experience consistent and more user-friendly. 

 


sami.burk
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  • Contributor ⭐️⭐️⭐️⭐️
  • 30 replies
  • August 9, 2022

It would be hugely helpful to have better control over the columns presented in Admin built CTA Views! Several columns are set as default / cannot be removed. However, they are not always relevant. For example, health score is one that is consistently blank in our CTA view, yet it takes up valuable real estate. Additionally, none can be easily reorganized so that more important columns can be dragged to be the earlier columns in the view. 

 Any consideration for this request?


cmultanen
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  • Helper ⭐️
  • 270 replies
  • October 12, 2022

+1, we would like to leverage Cockpit views for our risk and escalation program but the inability to update column names makes this a non-starter. 


Molly.McQ
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  • Helper ⭐️
  • 70 replies
  • September 23, 2024

Any update on this? Seems like the a quick win for the GS product team that both admins and end users would immediately benefit from. These are such unnecessary limitations that complicate the admin and user experience.  


bradley
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  • Expert ⭐️
  • 1130 replies
  • December 3, 2024

Maybe these should be combined? 

@revathimenon 


revathimenon
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  • Gainsight Community Manager
  • 594 replies
  • December 4, 2024
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

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