Relationships in Account Widget & R360 Report Ordering within a Section
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Copied from Chatter:
" For CQ RollCall they were asking if the Account Widget would display the Relationships Section. I went to C360 Sections under administration and found out that I was not able to added it to the Account Widget. Is there a workaround for now? It sounds pretty important to them.
There was also an ask to be able to modify the order of reports that are stacked within a section on the R360 View. Right now I could work around this by making certain reports first unless there is a better way. "
Posted in Community as feature request.
Kevin
" For CQ RollCall they were asking if the Account Widget would display the Relationships Section. I went to C360 Sections under administration and found out that I was not able to added it to the Account Widget. Is there a workaround for now? It sounds pretty important to them.
There was also an ask to be able to modify the order of reports that are stacked within a section on the R360 View. Right now I could work around this by making certain reports first unless there is a better way. "
Posted in Community as feature request.
Kevin
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+1 to the ability to put Relationship cards on the Account Widget. A related list is an okay workaround but the Card view is much cleaner and shows parity with the C360.
Makes sense. Do note that, as part of our Feb release, we are planning to make full R360 views (all exposed sections) available within the Account & Opportunity widgets. A drop-down at the top would let users move between the parent C360 view and associated R360 views. All tabs would be laid out horizontally as they are today.
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