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andreammelde
andreammelde
Helper ⭐️⭐️
February 3, 2023
New Idea

My Portfolio Widget: Be able to clear selection

Related products:CS Reports
  • February 3, 2023
  • 2 replies
  • 57 views

The “My Portfolio” widget has been super helpful to CSM to keep key fields on the Company up to date across their portfolio, however we noticed you cannot clear something that is selected even if the field is not required. In order to clear the field, we have to go directly to the C360.

 

Ideally, this should work the same as fields elsewhere in the system and we should be able to clear. There should be an “x” that appears when you hover over a field in the Portfolio just like the experience in the C360 to clear a selection

    2 replies

    prashant pareek
    Contributor ⭐️⭐️
    February 8, 2023

    +1 to this. We use the “My Portfolio” to generate QBR pipeline i.e., CSM’s would review all their accounts and enter the Next QBR Date in a similarly named field.  Quite often QBR schedule can change or incorrect date was entered by mistake. Users can’t uncheck the date value from this widget and reach out to Admin.

    It prevents us from utilizing the widget to it’s full potential and the user experience is not consistent across other areas such as C360.

      anirbandutta
      anirbandutta
      Expert ⭐️
      February 24, 2023

      Putting this on your radar @Neha Gupta 

      It's an opportunity for engagement
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