CS Product Ideas

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5028 Posts

Export directly from Data Management

Advanced Cron Scheduler in Rule Chain

Using fiscal quarter in the MDA

Within the Rule Engine, you should be able to duplicate an action

Ability to manually sort report data

Report on Timeline Comments?

Manually Change Report Colors

Bionic Rules Included in Snapshots

Is there a way to export playbooks?

Ability to Report on Internal Attendees from Activity Timeline

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

Ability to create CTA from within an email (outlook / gmail)

Email to Timeline - Attaching to CTAs

Email Signature for CSM - based on SFDC Profile

External Users Can Check Off 'External' Objectives on the Success Plan

Ability to create success plan objectives and tasks via rules engine

C360: Ability to customize page layout by CSM or customer segment

Company Person Lookup in Success Plans

Report on External Attendees from Timeline

Display Notes and Attachments in C360

Tracking Email Responses in Journey Orchestrator

Create timeline activity from CTA

Option to automatically change owner on all tasks in a playbook when the owner of a CTA is changed

Sally for Microsoft Teams

Calculated fields in Report Builder

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