In line editing in tabular report on dashboard
CS Reports & Dashboards
A customer has requested an easy and quick way to update a customer attribute for each customer by the CSM, instead of going into each R360 to edit the field in the summary section. Ideally, creating a tabular report to display on a My Customers dashboard that would have their customers listed and a set of fields also displayed; and then somehow editing right there are the dashboard either by double clicking into each cell they need to update or clicking edit next to each customer, updating the cell and then saving.
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Do they need this capability for Customers or Relationships (or both)? For Customers, would such a feature in our Customers tab be enough for now, or do you think Dashboards have to be supported as well (if yes, some example use-cases would be good)?
Thanks,
Manu
We cannot provide inline edit of all data in tabular reports. Reason is that we need to take care of the business logic. For example, when you edit a measure score in scorecard mass edit view, the overall score cell should also change. This is custom business logic applicable only to scorecards. Similarly, there will be different business logic for different product sections and to take care of all these business logics will be a massive undertaking for the engg team. We can however provide in-line edit of text fields which generally don't have any business logic associated with it. This particular request is in the roadmap and will be executed.
Thanks,
Sumesh
I had a customer request the ability to make in-line edits on text fields within a tabular report on a dashboard. Do you have insight into when this particular functionality may be implemented into the product?
Thanks!
Josh
Thoughts on this?
We obviously don't want these comments to be siloed, so I'm assuming these should go back to the respective customer's Timeline. One potential direction we have been discussing internally is to add the ability to invoke the Timeline (for one customer at a time) from such reports. This would allow us to both consume and contribute with full rich-text capabilities vs. just making do with an editable comments field.
The next level of thinking then is around whether or not this 'Renewal Risk Meeting' is something special. That is, is this something bigger than just a simple tabular report? Could we have notes and action items drawn from this meeting, as opposed to just individual customers? Do we want to remember who we discussed in each of the previous meetings (list)? Something like this would require a broader set of capabilities that we could build over the next few releases.
Would love to hear your thoughts!
In the example above, the data fields would just be data fields present on the SFDC account record or Gainsight Customer record. Some of the data presented would not be editable, like renewal date or current ARR; but some data fields would be editable like renewal likelihood and notes (and maybe something like "planned new ARR").
The goal is that instead of running renewal planning meetings out of excel (which we and most customers do today) that we could run them out of Gainsight.
I'm sure there are other use cases too for instances where a report of multiple records in tabular format would require certain fields to be open to edit.
Another good use case would be related to updating contacts in SFDC. Currently I periodically review all "core contacts" (adoption champion, GS admin, decision maker, etc) in my customer base, but if a contact is no longer a "core contact" I have to go to their specific contact record and edit them. It's a manual and tedious process.
If I had a table of all core contacts for all customers and the contact role field was editable, I could quickly edit contacts via table instead of one-by-one on the SFDC contact page.
Inline editing of these fields would be SUPER helpful!!