We are re-launching Gainsight and I am having my CSMs work out of one primary dashboard. We have it setup with their daily functions that used to do in Salesforce, with the perks of Gainsight.
One thing that I cannot figure out how to do is add the "Action" column when in a dashboard. They all seem to love the C360 option to preview, edit, and add.
How can this be added?
how do you add preview, edit, and add buttons in dashboard?
CS Reports & Dashboards
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I don't believe there's any way currently to bring in those actions to a dashboard. The dashboard reports are basically read only, with the option to filter or export, as needed. I'm going to switch your post to an Idea (enhancement), although I'll let our product manager speak to the feasibility of this request. Thanks!