CS Product Ideas

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5695 Posts

Text containers needed in layouts to explain visualizations

Rules Engine and Min/Max Values

Change scorecard scale to 5 point scale instead of 100 point scale

Cockpit Tasks

Filter one field against another field in Reports 2.0

copilot as a tab instead embedded in cockpit

Reporting on CSTask Object: Call To Action Name field should be hyperlinked

Rule scheduling should be more configurable (e.g. "Quarterly" or "Custom")

NPS survey response rate calculation

Ability to have 3 or 4 containers across a dashboard, rather than just 2

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

Traveling toolbar in Layout/Dashboard editor

Automatically notify the customer they can use speech to text for comment boxes in mobile surveys

Close CTA when all tasks are closed out

Remove the ability for customers to change week labels

Automated migration of Rules from Production to Sandbox

Adding agency contacts to sponsor tracking

CS Knowledge Drop - Managing High Account Volumes

Admin: Allow Usage Measures to pull from MDA table

Request to be able to report on related lists in Reports 2.0

Ability to add a Calculated Field off 2 other Calculated Fields

CTA rule due date can be formulated off of another date (aka contract sign date) instead of just the rule date

Creating rules off of related lists

Rules Engine: Search for field name used in a Setup Action

Closing CTA Tasks from Rules

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