1 Post


132 Points

Fri, Dec 7, 2018 7:08 AM


Edit Summary view editable


we pull Stages to our Gainsight straight from Salesforce so we don't use the standard Stages. When pressing "Edit Summary" button in C360, it shows the standard Stage Picklist. This might make some confusion to our users, so I suggest to make this "Edit Summary" view editable. It would be great if one could add custom fields to show there or remove standard ones. It would be actually really great if one could add all of the fields from the Summary view and edit them if they are set editable. The only way at the moment to edit Summary view fields is to add them to another tab in C360 (which is Attributes in our case) and edit them in there.