Hi everyone, I ran into an issue with the mass edit tool when trying to mass edit CTAs.In Administration > Calls to action I have added a closed status for the "activity" CTA Type.In the Mass Edit tool when I filter down to a specific type of CTA (without a CTA Type = Activity) I cannot select the s

Hello,Today in the "Call To Action" action within Rules Engine, it looks like the Due Dates can only be set relative to "Run Date + n Days".Are there plans in the future to allow CTA Due Dates to be mapped to a variable rather than the Run Date?Best,Isaac

We're using Success Plans to track the first 30 or 60 days of Intensive Onboarding Support for our clients (depending on which package they've chosen). Our Adoption Specialist wants to see a view that shows each client and the status of each of the onboarding calls (individual tasks within the obje

Currently you are able to select a future date for a rule to run, however the CTA due date goes off of the current date even if you select run date in the future. It would be nice to be able to see the Due date for the run date of the rule when in the future.

I am LOVING the Timeline function to create a follow-up task. It's super handy as a leader to be able to delegate tasks to users. That said, I am almost always designating a task for the CSM. I am able to assign that specific task to them when making it. However, when I go to the CTA after logging t

For example, for the type weekly status meeting, there are fields such as "work completed Last week, Upcoming Work, and Current Issues" only allow limited information (short sentence). It would be helpful to allow these fields to be accept information in bullet point format or making "Notes' area mo

do we have predefine templates and layouts in Timeline on the roadmap?

Hi there, as we are experimenting around success plan and more importantly the CSM workflow around it - some unmet needs surfaced by the current version of Success Plan functionalities. ability to clone success plan is intended to be created/updated every quarter or 6 months or annually. The plan in

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Right now, there is no way to send reports via Advanced outreach without an account id or contact id filter on each report. Is it on the roadmap to support this? In my testing, even when using a user power list or bionic query on the user object, my report emails couldn't be saved without the accoun