CS Product Ideas

We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.

Basic
Functional

Normal
Functional + analytics

Complete
Functional + analytics + social media + embedded videos

Accept cookies

5156 Posts

Ability to change the date of a CTA or Task from the list view

C360: The ability to define colors for each of summary boxes/widgets

Format the comments fields – change font color, at bullets or numbering.

Check for "null" values on SFDC picklist data fields

Is there a way to export playbooks?

Add ability to email dashboards

C360: Google Drive integration for CSMs to store customer documentation

Changing a CTA date and have it cascade down through the tasks.

Add ability to filter by CTA priority on the 360 page

Ability to change the Milestone name when creating from a CTA.

Map option in a report

CoPilot Analytics - Ability to compare different outreaches

Automated CTAs: Every Other Xday of a Month

Filtering rules and reports by user attributes (User Groups)

Ability to add Reports 2.0 to CTA Slide-Out Box

Increase Container Limit in GS Home Dashboards

"Holy Shit" Prevention! Enable Scaling of Vertical Axis in Usage Adoption Graph

AND, OR operators in UI Views

Display a "Recent Items" list with hyperlinks to Customer 360 Accounts

Reports 2.0: Add data points (both counts and percentage) to pie charts

CTA window pop out or resize

Filter CTA status by Reason types

Remove date requirement for tasks

Add the ability to manually change the order of tasks within a CTA

Allow CTA Due Date limit to go beyond Rule Date + 999

Register for Pulse Everywhere!

Check out our upcoming events

Customer leaderboard

Cookie policy

Cookie settings

CS Product Ideas

Register for Pulse Everywhere!

Check out our upcoming events

Customer leaderboard

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded

Cookie policy

Cookie settings