Way to identify different relationship types in the 360

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  • Updated 2 months ago
When you are at the customer 360 view, you can see all the Relationship cards in the Relationship section. Right now, there is no way to determine, which relationship type does each Relationship belong to? Can we create a capability to have different colors for different relationship types?
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Meenal Shukla, Employee

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Posted 2 months ago

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Pele

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Color coded relationship cards would be super cool! 

We have accounts in our instance with lots of relationships of varying types– a couple of things that are very helpful for our CSMs is:

• Adding "Relationship Type" to the card view
• Having CSMs use the list view when the card view is get to be busy with lots of relationships. 

Nonetheless, I'd be all for custom colored cards per relationship type!!