C360 Layout Preview

Related products: CS 360 Company & Relationships

I have a different C360 layout than my CSMs. When updating theirs, I'd love to be able to preview their C360 without having to log in as one of them.
@Seth, Thanks for the great idea!





A follow up question - Is this required to make it easier for the Admin to review the changes he is incorporating into a layout? Would there be a need to choose a specific customer that should be used while previewing the layout? 





Thanks for bringing this up!
Hi Sai -- Yes, for me, it's just about reviewing changes. As far as previewing, yes, I imagine it would be helpful to choose a customer. If you're previewing the C360 to see how a new report looks, for example, you want to make sure that you use a customer that actually has data for that report.
Great idea!