Global Filters for Cockpit
None
There's a way to filter the Cockpit using Advanced Filters, which is great, but it would be nice to be able for Admin users to apply a global filter that would show on all other users' views (like a report).
We have a current use case where customers go through a series of linked CTAs/Tasks, but we would like to filter out customers that churn during the process. This currently isn't a capability that can be done via a global filter, and would require all users to apply the filter themselves.
We have a current use case where customers go through a series of linked CTAs/Tasks, but we would like to filter out customers that churn during the process. This currently isn't a capability that can be done via a global filter, and would require all users to apply the filter themselves.
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Do you see this as something that would address your needs? Happy to jump on a call and discuss in further detail.
One way that this could be even better is if admins could also create shared custom filters that would be visible for other users. This would be helpful as Kaycee mentioned in the original post.
Couple of questions,
Do you want the end users to be able to edit/modify/delete the views created by the Admin.
Do you want the admin created views to be visibility to everyone or particular group.
2. I don't see a problem for all
Would be great if we could just push this similar to dashboard and UI views.