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.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Is there any ETA on when this will be available?
I have several customers who could really benefit from this.
Basic Use Case
Multiple CS Teams Working their BoB in different ways, and need to see different views (filters and columns). Currently, rolling this out to each individual CSM by documental instruction, classroom training, or even the admin doing it for each CSM is very time consuming.
Having the ability for an admin to create each view and making them available for different teams would be huge.
Happy to announce that your request has been considered and included as part of Gainsight NXT v6.5 release. You can find the relevant information in our Gainsight NXT v6.5 Release Notes.
Due to this enhancement, the 'Configure CTA Detail View Layout' article is updated.
Thanks for posting!
Are there any plans to implement this feature in the Salesforce Integration as well?