C360 Layout Preview

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  • Idea
  • Updated 6 months ago
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This conversation has been merged. Please reference the main conversation: Additional C360 layout Options/Preview

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.
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Seth, Employee

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Posted 7 months ago

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Sai Ram Pulluri, Official Rep

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@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!
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Seth, Employee

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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.
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Jeff Kirkpatrick, Champion

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Great idea!

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