I was wondering if it’s possible to provide a report to CSM’s where they can update attribute fields from within that view rather than going to each 360 individually?
This is doable via SF using a list view, e.g;
And I know we can do this for healthscores currently.
Best answer by muralikrishnagopu27 July 2020, 15:02
Hello @HollySimmons, @jean.nairon and @john_apple, we are working on providing a Companies widget where you’d be able to edit company attributes inline within the widget itself. You don’t have to navigate to individual C360s to make these changes. You can incorporate this widget in dashboards. This is in our near term roadmap. Please stay tuned for more updates.
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