Best answer by sai_ramView original
Is it possible to set default filter settings for the Account widget cockpit view?
We're going to be rolling out the gainsight account widget to our sales team next month. We want to give them some insight into open CTAs (specifically Risk CTA Types). I know they can filter to show these on their own, but aren't really familiar enough with CTAs and what they should be looking at. Is there a way to set a default filter or default custom view but still allow them to adjust as needed?
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Thanks for sharing this. Do you want to define some views for the user beforehand (eg: Open Risk CTAs) so that each user doesnt' to create it on their own?
Thanks for sharing this. As of today its not possible for the admin to define views for other users. Another question: For the viewer license users do you want to have multiple views (or is it about just having one view for them - which is not a part of the standard ones available?)