CS Product Ideas

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66 Posts

Article Timeline - Pros and Cons - (Thoughts and Feedback appreciated)

Deleting Timeline Activities

View cockpit by tasks

Ability To Choose Default Sort Option

Dependent Picklist Support

Formulas in REports 2.0

Customize Drill Down Field Labels

Ability for admins to delete/view timeline activity drafts across all accounts.

What to do with old CTA Types

Increase ability to format Success Snapshots

Ability to create success plan objectives and tasks via rules engine

Relationship Timeline & Customer Timeline

Changing a filter on a Report should also update the Dashboard

Create timeline activity from CTA

ScoreCard 2.0 Exceptions

Bulk delete success plans.

Company Intelligence - Create CTA function to limit creation of additional CTA for the same Company

Ability to Edit Journey Orchestrator Programs

Tabular Reports in Journey Orchestrator

ability to clone success plan

Custom field multiple currency types

Timeline Improvement Suggestions

Allow in use CTA Reasons to be deactivated

Multiple Success Plans per Snapshot

Timeline draft limit increase needed

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CS Product Ideas

Article Timeline - Pros and Cons - (Thoughts and Feedback appreciated)

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