CS Product Ideas

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546 Posts

UI Request: Autofit dashboard report containers to number of rows

Use other fields for date calculation

Adoption Explorer - possible to leverage for seasonality challenges?

Create CTAs in the Mobile App

Remapping Tokens after editing an email

Reporting: Bulk/Mass Edit

Enhancement Requests

Increase Email CC Limit on AO and CoPilot Outreaches

Gainsight Analyzer - Split rule chain rules out individually on Schedule tab

Editing an existing CTA to be recurring

Smartsheet vs Success Plans

External Attendees : fetch contact from Account Hierarchy

Ability to filter on RICHTEXTAREA (Scorecard Comments) in Rules Engine

Improve Data Designer to Allow URL back to CTAs

Data Designer Field Counts

drag and drop specific tasks from playbooks and templates

Edit CTA type directly in Cockpit

Can we un-check "Add Reply-To in Bcc" in Email assist for customers on their request

Success Plan Objectives: Need ability to modify the sort on the list of objective categories

Playbook Usability

Include actual Scorecard Name in the Account Scorecard History object

Email to timeline user with multiple email addresses/acceptable domains

Monitor status of ZenDesk connector

Automatically Move CTA/Risks when an account is reassigned

Auto Re-run Rules that Timeout

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