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c360 recent accounts

Related products:CS C360 & R360 & P360

angela_domenichelli
As a CSM I need to see the most recently accessed accounts when I open my c360 so I can resume work quickly after re-launching my browser.

9 replies

azhar_uddin
  • Helper ⭐️⭐️
  • 190 replies
  • June 13, 2018
Hi, It is possible to show you recent account as we store those ids, If you can help me in how and where you would like to see them I can prioritize on it. 

As always happy to help.
Thanks

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • July 23, 2018
Hi Angela, while I am almost certain that you are referring to showing a list of recently accessed C360 pages, I also want to get confirmation that you are not asking about listing Accounts that you recently accessed in SFDC.

angela_domenichelli
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  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 244 replies
  • July 23, 2018
Yes, accounts recently accessed in the c360.  Thank you.

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • July 24, 2018
HI Angela, do most of your CSMs use the generic C360 page ( https://[your company url )as their Gainsight "home page" or do they use a dashboard or their Cockpit when they first log into Gainsight?

angela_domenichelli
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  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 244 replies
  • July 24, 2018
For the homepage, I think most CSMs land on Cockpit.

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • July 24, 2018
Hi Angela, I'd love to understand more about the typical navigation and where you see the opportunity for a "recent account" list. Would you be open to chatting about it live? My email is dahrens at gainsight dot com. 

angela_domenichelli
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  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 244 replies
  • July 30, 2018
Thanks for chatting today!

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • July 31, 2018
Thanks for your time yesterday Angela.

For the benefit of others - we discussed a roadmap concept we are working on called a CSM Home page which will incorporate elements from C360, Timeline, Cockpit, Reports, etc. The intent is to provide a true home page that puts as much information as possible available at first glance. This has been a cross functional effort and some building blocks are still being worked up (Global Timeline is an example of a building block that we had to build before we could present Timeline data across accounts in a CSM Home page). We don't have an ETA on this feature yet, but it is something we are actively working towards. 


angela_domenichelli
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  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 244 replies
  • June 12, 2024

This could be a great addition to Gainsight Home as an out of the box widget.


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