Ability to link a C360 section across multiple customer C360 views.
CS 360 Company & Relationships
As we start to leverage customer C360 layouts, we have noticed that we tend to have some sections that are similar across multiple or all of the custom layouts. As a result, it would be helpful to be able to have a way to set "standard" option that would then apply to the selected customer C360 layouts. This would be a HUGE time save for us as we currently have to update each layout manually when a section is updated and needs to be applied to multiple layouts.
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This is an interesting use case.
a. How often do you add sections to C360?
b. How much of an overlap(common sections) do you have amongst sections across different layouts?
We took the approach of layout wise configuration because we did not want to make the layout configuration complex with one section configured and then making it applicable to different layouts.
Thanks
Abhishek S
We often are not adding new sections to the C360 but rather modifying reports or adding new reports to an existing section. When doing so, we need to go into each layout and add the new reports accordingly.
Our layouts are set based on the suite of products that the customer has and can vary based on their combination of products. As a result, we have 8 product layouts currently with up to 8 common sections across all of them. Elements such as the Summary, Attributes, Account Hierarchy should be the same across all of them.