CS Product Ideas

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5156 Posts

Link Older Timeline Entry to New CTA

Ability to Edit Success Plan Fields via Rules Engine

Add ability to update playbooks on existing CTAs

Increasing the Number of Allowed Custom Field Attributes in Advanced Outreaches?

Sort a report by multiple columns

PX on my CS

Create a Custom Cockpit View for CSM's

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

At mention in Timeline (like chatter)

Adding a CTA by email

"Current User" tokens for Email Assist

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

Allow Report 2.0 to Group by Formulas

CSM mapping on Gainsight Connect Company object

Report builder: MIN & MAX aggregation for date fields

Respect Hyperlinks on the C360, Cockpit and Gainsight Home

Health Score slider preventing 0/100 selection

CTA mass change when CSD assignment changes

Allow a report to be attached to a copilot email

Advanced Outreach: no scheduler

Dynamic dashboard reports

Supporting Hyperlinks in Reports

Edit Opt-Out Page for Email Sends

Show Open + Closed CTAs in Cockpit

Can you edit powerlist contacts in a published Advanced Outreach?

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