My Portfolio Widget on Home Configuration

Hi,

As of today it appears as if only a single version of the My Portfolio widget can be used in the Home Configuration section for Admins. One of the biggest benefits of the My Portfolio widget is the ability to in-line edit fields, which helps scale mass edits/updates for accounts. As of today the functionality seems to limit Admins from only allowing a single instance of the My Portfolio to widget on the Home screen for users -- we have to choose either the Company object or the Relationship object. It would be ideal if we could have multiple displays on the Home view using the My Portfolio widget so, for example, CSMs can edit Company-level fields in one report but also edit Relationship-level fields in another all within the single Home view. 

We use our various products as Relationships in Gainsight. Instead of a CSM needing to open up a new window for each product a customer purchases to provide a status update of that product, having the ability to allow for multiple instances of the My Portfolio widget would allow for them to provide these updates in bulk all on the same screen.

I’m happy to share more detail here if you’d like. Thanks for your consideration!

Ryan