CS Product Ideas

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5597 Posts

Customers tab Views: Additional Fields

Gainsight licenses unchecked in SF installed package managed license page are still active, it would be nice if their license was available

Ability to turn off Customer Info ID filter on CS360

Ability Customize Success Plan template (fonts, etc.)

Taking Surveys on a Mobile Platform

Create hyperlinks to anything that has an ID associated with it

Is there any way to customize the C360 page export? Mainly to export for external use.

Create Reports with the Visuals of the Scorecard UI Views

Multiple CSMs on an Account: Looking for best way that 2 CSMs can work CTAs for an account. Thoughts?

Reports 2.0: Maintain a "Created by" name and date field on each report

Trigger Copilot Email via rule

Link to SFDC in Report (like on the CS360 Page)

Ability to "Load to GS Objects" that are embedded in SF

Attempt to rerun rule on error

Rolling Monthly NPS Survey - Based on Contract Start Date

Open CTA Status update via rule engine to another open status

Zendesk integration to automatically match for identically named customers/organizations

Expand character limit in Customer "Comments" field

Send a sample email from the template?

Easier to submit bugs / peculiar screen behavior in product

Heat map - improvement requests

Hover over customer name when in Cockpit

Expand Number of Groups Visible When Summarizing by Quarter

New filter option for date range - N number of weeks/months ago

Specific "Milestones" created from specific CTAs log with specific Milestone Names in the C360 Custo

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