Share cockpit views

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  • Idea
  • Updated 5 months ago
  • Under Consideration
I was chatting with a customer and we found an enhancement request that I think could benefit all orgs. 

In the cockpit tab the customer has made a CTA view for specifics columns and data and they would like all of their CSMs to be able to use this view. 

The ask is to make the global views either editable and/or allow custom views to be shared/copied to other users. 

For instance lets say I want 100 CSMs to have this view, I would need them all to recreate it as the product sits and that could cause discrepancies in the data viewed they are viewing if they are setup wrong.
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Cameron Wright, Employee

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Posted 5 months ago

  • 7
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Hitesh Sharma, Employee

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