CS Product Ideas

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1207 Posts

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Add ability to filter by CTA priority on the 360 page

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

Filter CTA status by Reason types

Help Validate InstanceLevel data on Load

Should the Salesforce header be automatically hidden on Reports?

Display Contact Email and Phone

Ability to see CTA Close date (and other status changes)

Allowing null values to appear in pie charts and graphs

Link to the C360 page via the SFDC Account page

Ability to copy and paste in Customers Tab

View Ranked items over period of time

Make CTA Status available as field in list view

Send confirmation email after rule successfully runs historically

Create a built-in Usage and scoring metric based on Activity History and/or Tasks

Add token values to the CTA Name

Sort CTA tasks chronologically when I add a new task

Display # of Open vs Total Tasks on CTA

Features graphs and dashboards

Provide a drop down option for valid CTA "Types" to choose from when manually entering CTAs

Ability to group CTAs by Priority or Reason in the cockpit

Improve the Cockpit's UI

Ability to have the CTA name differ from the rule name

Customer360 sections w/in Success Snapshots

Add Chatter as a related list on the C360

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