CS Product Ideas
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- 155 Posts
- 25,089 Replies
Allow CTA and Success Plan Due Dates based on Account Date fieldsResponse from Customer
Currently when assigning a Success Plan Objective, you are given the option to make the due date "the assign date + X days" We are mapping our success plans with objectives quarterly around renewal dates and if we auto fire them all now, they will all be off on dates. If we could assign the due date based on an account or customer info date field that would help keep our CSMs on track.
Field that imports the most recent comment in a ZenDesk thread into Gainsight for addition to the Customer 360Response from Customer
Hello! I was wondering if there were plans to expose a field that allows users in Gainsight to see the last comment posted to a given ZenDesk thread. I can see that the "Description" will bring the body into Customer 360, but this request has come up repeatedly from my org so I wanted to find out! Thanks!
RFE: Different Color coding schemesResponse from Customer
We need the ability to use different color coding schemes for different metrics/scores. For example, we use a 5 color graduated color scheme for most scorecard scores but require a different 3 color scheme for an external NPS score to match what is used internally. Currently only a single color scheme is used globally.
Syncing CTA status "In Progress" with task statusResponse from Customer
Our team often indicates "In Progress" for one or more CTA tasks. Which they then have to also update the overall CTA status. It would be a nice UI feature to have the CTA automatically update to "In Progress" when any task was set to this.
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