C360 Account Fields

  • 18 July 2015
  • 2 replies

Userlevel 3
I know i can pull this into the attributes but it does not allow you to edit and it also does not allow modification to the layout of the section.  So I am looking for a way to pull some text based account level fields into the 360 view that will allow the CSM to see what is housed in the field but also edit if required. Any ideas on how to make this possible?

2 replies

Userlevel 5
We need this too! Our AMs want access to the Account Notes field that is on the Account Page. Can it be added to a new section on the C360?

Userlevel 4
Badge +1
Currently we can only add Account attributes to CS 360 but we cannot edit. Ability to edit account attributes from within CS 360 is on our roadmap and will be added soon.

Kristin, the following link has details on adding field from account to CS 360