CS Product Ideas

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4975 Posts

Enable a CTA triggered by a Rule to have a due date based on a field value instead of rule date

Direct entry of Health Score value

Instance detail in Account level CTA

Configure Auto Defaults such as Milestone checkbox in Usage in Customer 360

Add token values to the CTA Name

Sort CTA tasks chronologically when I add a new task

Display # of Open vs Total Tasks on CTA

Features graphs and dashboards

Provide a drop down option for valid CTA "Types" to choose from when manually entering CTAs

Ability to group CTAs by Priority or Reason in the cockpit

Improve the Cockpit's UI

Ability to have the CTA name differ from the rule name

Customer360 sections w/in Success Snapshots

Add Chatter as a related list on the C360

Simplify and expose field mappings from rules engine

Clone Rules

Creating milestones automatically

Score milestones and link them to Contact(s)

Sync to Chatter - Need this on Opportunity

CTA Count for repeat trigger of CTA

Allow Reports 2.0 aggregates to have decimal places

NPS is an absolute number, as opposed to a percentage

Playbooks: want to view/scroll through associated tasks easily

CTA color coding by priority rather than type

C360: Export sections as JPEG or Excel

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