CS Product Ideas

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5028 Posts

Folders for Email templates

Exporting data out of Gainsight

Add Tabular Reports to Outreach Templates in Copilot

Gainsight Dashboards: Need ability to add multiple entries in the same free-text Filter (similar to how SFDC reporting works)

Dashboard Stats

Emails to timeline via Program in Journey Orchestrator

Relationship Timeline & Customer Timeline

Deleting Timeline Activities

If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".

Bi-directional syncing of activities on timeline

Report on "stale" scorecard measures

Ability to CC/BCC contacts on CoPilot outreach

Ability to customize your 360 view based on account RecordType from Salesforce

Manual CTA for multiple accounts

Scorecard 2.0 Mass Edit Report only pulls in first 100 lines

Copilot Template Folder Structure

Increase ability to format Success Snapshots

Integration between Timeline Activities and Google Calendar

Sort a report by multiple columns

Sending Timeline Posts to Internal and External Contacts Via Email

Be able to add milestones from Timeline

Syncing CTA status "In Progress" with task status

Email signature

Would like to be able to send a survey from Cockpit/new "Email Assist" Playbook task

Report on who closed CTA / Task

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