New Idea
Ability to add a case from a dashboard
It would be awesome to have the ability to add a case from a dashboard similar to the c360 view and the add button. It would also be great to be able to do the same with Opportunities, Projects, and other related lists that are on a dashboard.
YES! That would be awesome. I would also like to be able to edit and preview anything in a dashboard just like what is on the C360.
+1It would be neat to have this for any record, ie cases, opportunities, tasks, etc. So on the dashboard there would be an add button on each report that opens up a general window to add that record and you would have to select the account name like you would in SF when you open up a case from the tab instead of on the account.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.