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Power Lists + Outreaches

Is there a way to tell which outreaches a Power List is associated with?Thanks!

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20 minutes ago

Tom Gerth's profile
Ability to edit all Timeline entries

Currently, the only user that can edit a Timeline entry is the user that created said entry.It would be good if there was some kind of permission that would allow an admin to edit all Timeline entries, regardless of who created it.Is there anything like this on the roadmap?

 posted 

7 months ago

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Last reply by 

27 minutes ago

Calvin Multanen's profile
Unable to Filter Scorecard Metrics in Scorecard Mass Edit Reports

Since release 5.19, it appears it is no longer possible to filter column metrics in Scorecard Mass Edit reports. Now, when you try to filter, you are given the following message "Cannot search here": This was a really helpful and necessary functionality because it allowed us to dynamically filter sc

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2 days ago

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Last reply by 

35 minutes ago

Dan Ahrens's profileBrand User
Templates for specific Timeline activities

Timeline is so juicy....I love it!One idea that could really help to drive organizational consistency is the ability to define a template that would auto fill parts of the draft activity text. For example, instead of giving the user free rein to enter whatever, if there were some key data elements o

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2 years ago

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Last reply by 

41 minutes ago

Joseph Siudzinski's profile
Branding of Success Plan Sharing

As we push customers to use success plan sharing links, and less to use the PPT export, it would be cool to have some sort of branding for the customer facing links. In an attempt to bridge the gap between doing it in Powerpoint which is highly customizable, and moving to the links, I feel it would

 posted 

6 months ago

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Last reply by 

Today at 4:11 PM

Manmeet Dosanjh's profile
Creating CTA based off of low healthscores

Hi!I could really use some help on creating the logic to trigger this CTA. Goal: To fire CTA if the account has had 3 months in a row of 'risky' healthscores. For our instance, I am just trying to look at the overall score instead of each individual measure. So, if the overall score for the account

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Today at 12:38 AM

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Today at 3:40 PM

Kelly's profile
Do Not Allow Journeys to Launch with Required Mappings Missing

This week, I duplicated an existing program to make adjustments to the query. The existing program was logging the email activities to Salesforce.Due to the changes to the query, participant fields had to be remapped however I hadn't realized that I also needed to remap the Contact ID -- a required

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2 months ago

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Last reply by 

Today at 2:50 PM

Kelly's profile
Permanently remove participants from advanced outreach

Right now you can 'knock off' a participant but the contacts remain in the AO reporting. This is deceiving and can be somewhat alarming when you check participant activity.For example, my query looks at the last 3 days to account for actions that may occur on Friday so they can get an email Monday.

 posted 

5 months ago

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Last reply by 

Today at 11:42 AM

Kelly's profile
Heat map reporting for email templates

It would be great if we could have a visual representation of a template's performance within a Program, specifically, being able to see the template with the number and percentage of links clicked for that Program.

 posted 

2 weeks ago

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Last reply by 

Today at 10:44 AM

Elizabeth Adams's profile
Export to CSV File Size Failure

Hi - I'm struggling to export a report on email activity spanning several months. I can run the report just fine, but when I get to export, I get a failure message. I've figured out that it's failing due to file size (not that the message is explicit). Is there any way to know when the file size is

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Yesterday at 6:42 PM

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Last reply by 

Today at 8:57 AM