Currently when an admin configures a dashboard to be sent via email, they are required to input a subject and something in the body of the email. I think it would be helpful if the subject had a default = name of the dashboard. And the body should be optional, since the point is to send the dashboard as an attachment on a schedule, and there may not be anything relevant to say in the body.
Also, I think we're going to hear that users want to be able to view their dashboard email schedule in one place, rather than having to click in to each layout to see if it's scheduled.
New Idea
Email Dashboard configuration suggestions
Thanks for your feedback, Lila! We will consider your suggestions in upcoming release.
(1) Is there any way for a customer to remove the super large Gainsight logo that appears when you email a dashboard from Gainsight to a SFDC user? Screen shot below.
(2) Is there an option to have this appear to be send from a company email exchange (ie from their company and not from a gainsight email exchange) -- I think they want to email their partner community.
I couldn't find any information in our documentation on these topics (How to Email Dashboards to SFDC Users) here: https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Confi...
Thanks for your assistance!!
(2) Is there an option to have this appear to be send from a company email exchange (ie from their company and not from a gainsight email exchange) -- I think they want to email their partner community.
I couldn't find any information in our documentation on these topics (How to Email Dashboards to SFDC Users) here: https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Confi...
Thanks for your assistance!!
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