Dynamic 360° Views

overview the dynamic customer 360 provides a flexible, role based view of customer data in custify, allowing teams to tailor the interface to their specific needs key capabilities include customizing tabs within the customer 360 view, including renaming, reordering, and creating new ones assigning role based views ensures each team member sees the most relevant information configuring the sidebar to display targeted attribute groupings per view designing custom tabs with modular content blocks for specialized insights this feature helps reduce information overload and ensures that customer success managers, team leads, and executives can access the data most relevant to their responsibilities, enabling greater focus, clarity, and operational efficiency configure your custom views to start configuring your views, go to settings customer 360 section two new subsections will be available views and tabs manage tabs the first step before creating dynamic 360 views is to define your tabs just like the default tabs (e g , notes, tasks, meetings, activity, usage, custom data), you can create additional tabs for both companies and people to start building your own tabs, click new tab , choose the tab type (company or people), and begin defining your sections you can add a variety of section widgets to structure and display the content you need heading – add headings to organize and improve the visibility of sections text – provide descriptive text or guidance to help users understand how to use each section notes – display notes with support for various filters files – show relevant files using configurable filters health score – display health score values and their evolution over time meetings – list meetings with filtering options to tailor visibility embed – embed videos or documents via direct links or attributes containing urls to online resources attribute – visualize the historical evolution of a specific attribute over a selected time period form – create input sections for team members to enter values for existing manual attributes; submitted data is shown at the company or people level tickets – display support tickets based on applied filters people list – show a filtered list of people using tags or segments communications – surface customer communications, filtered by tag or source custom data – display available custom data associated with the account each block supports customizable data bindings, positioning, and visibility rules 💡observation default tabs cannot be renamed in the master tabs list, but their names can be customized within individual custom views 🎯 use case ideas personalized workflows different teams or individuals often require unique views tailored to their specific workflow example a custom "renewal metrics" tab could include blocks for usage metrics, tagged meeting notes, customer health score evolution, and attachments from quarterly meetings summarizing renewal potential and streamlining call preparation consolidation of key information bring together key blocks of information from disparate places into one cohesive, easy to navigate tab example a product adoption tab with usage insights, health score trends, and key feature adoption metrics gives csms a clear view of how customers are engaging with the product manage views once the tabs are created, you can build your preferred views to create a view, go to customer 360 views new view select the type of view (company or people) the following sections will be available name assign a clear and relevant name to the view to ensure intuitive use and easy recognition tabs select the most relevant tabs for this view based on the role it’s intended for you can use default tabs (renaming them if needed) or custom tabs created in the previous step use as default view enable this option if you want the view to be the default for all custify users restrict access limit access to this view by assigning it to specific roles—for example, to hide financial data from view only roles sidebar attribute groups choose the sidebar configuration to display the sidebar includes the list of attributes and metrics shown on the customer 360 page these groups can be configured under settings > app settings > attribute groups you can set default views by role in settings > roles & permissions > default views, ensuring each team member sees the most relevant data when opening customer 360 to switch views manually, just go to any customer 360 page and select a view from the list available to your role 🎯 use case ideas standardized workflow for teams role specific views allow for standardization, so each team member sees the same structure, reducing confusion and improving onboarding efficiency example a management view could contain just two tabs—"financial overview" and "key metrics" while a support view could focus on "tickets" and "communication" improving focus by limiting information higher ups do not need granular data such as activity logs by configuring views specific to each role, dynamic customer 360 ensures everyone has just the right amount of information example an executive might have a view with only "performance metrics" and "contracts," eliminating the noise of detailed operational logs problems solved with dynamic customer 360 dynamic customer 360 not only helps solve existing pain points but also opens new opportunities for cross functional collaboration, personalized customer engagement, and efficient workflows across different roles in the organization it empowers users to fully configure and personalize customer views, tailoring content, layout, and access based on roles, use cases, and individual preferences here's how the feature works for csms too much irrelevant data? customize views to show only what matters qbr prep takes too long? create a qbr view with usage, notes, and health in one place missing context during calls? combine tasks, notes, and segments into a single dashboard hard to track progress? add a timeline tab to monitor milestones and trends for cs leaders inconsistent team workflows? standardize views for common tasks like renewals or onboarding no high level insights? build a management view focused on metrics like mrr and churn cross team misalignment? create tailored views for support, finance, and cs to stay aligned for executives hard to get strategic insights? use executive views for revenue, renewals, and health summaries need quick risk visibility? add a churn risk tab with red flag indicators generic reports not helpful? customize dashboards to match strategic needs for everyone fragmented data? reusable views make reporting consistent and fast complex onboarding? role based default views simplify training slow to adapt? quickly reconfigure views as workflows change