CS Product Ideas

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5695 Posts

Salesforce Implementation Project Contact Strategies

Quick jump from timeline activity to synced task in Salesforce

Detailed Export Failure Reasons

Ability to set the C360 Section layout based off of a picklist field

Mass Edit .CSV

Rules Engine: Trigger new CTA based on repeat triggers of previous CTA

Ability to link different objects to different types of CTAs

CoPilot: Filter outreaches to view completed vs. failed executions

Dynamic Scorecard/Dashboard view

Idea: Quickly Uncheck All Categories in Graphs

Ability to schedule recurring copilot emails on first or last 'weekday' of a month

Ability to post the comments on an action within a rule to the comments in a CTA without having to post it to chatter

Tracking Customer Calls, Meeting Minutes and Action Items

When creating manual CTAs and tasks, default the owner to the current user

Allow all Cockpit group/sort/filters to remain sticky

Automated CTAs - Add ability to post to Comments OR Chatter

Cockpit: Auto-assign Manual CTAs to user and today's date

Edit the "From" email in an Email Task?

View and Manually Run "Relationship Scorecard Snapshot" Job

Dates in Exports: A Simple Solution to a Common Problem

Hyperlinks in CTA comments

Sort Cockpit by Custom Fields

S3 execution logs filters

Provide the ability to remove email address from Administration -> Compliance

Links in Email Notifications

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