c360 recent accounts

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  • Idea
  • Updated 3 weeks ago
As a CSM I need to see the most recently accessed accounts when I open my c360 so I can resume work quickly after re-launching my browser.
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Angela Domenichelli

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Posted 2 months ago

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Azhar Uddin, Employee

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Hi, It is possible to show you recent account as we store those ids, If you can help me in how and where you would like to see them I can prioritize on it. 

As always happy to help.
Thanks
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Sai Ram Pulluri, Official Rep

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Hi Angela, while I am almost certain that you are referring to showing a list of recently accessed C360 pages, I also want to get confirmation that you are not asking about listing Accounts that you recently accessed in SFDC.
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Angela Domenichelli

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Yes, accounts recently accessed in the c360.  Thank you.
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Dan Ahrens, Official Rep

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HI Angela, do most of your CSMs use the generic C360 page ( https://[your company url].visual.force.com/apex/customersuccess360 )as their Gainsight "home page" or do they use a dashboard or their Cockpit when they first log into Gainsight?
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Angela Domenichelli

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For the homepage, I think most CSMs land on Cockpit.
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Dan Ahrens, Official Rep

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Hi Angela, I'd love to understand more about the typical navigation and where you see the opportunity for a "recent account" list. Would you be open to chatting about it live? My email is dahrens at gainsight dot com. 
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Angela Domenichelli

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Thanks for chatting today!
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Dan Ahrens, Official Rep

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Thanks for your time yesterday Angela.

For the benefit of others - we discussed a roadmap concept we are working on called a CSM Home page which will incorporate elements from C360, Timeline, Cockpit, Reports, etc. The intent is to provide a true home page that puts as much information as possible available at first glance. This has been a cross functional effort and some building blocks are still being worked up (Global Timeline is an example of a building block that we had to build before we could present Timeline data across accounts in a CSM Home page). We don't have an ETA on this feature yet, but it is something we are actively working towards.