CS Product Ideas

We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.

Basic
Functional

Normal
Functional + analytics

Complete
Functional + analytics + social media + embedded videos

Accept cookies

155 Posts

Option to change a Subject field in the Activity Timeline

Syncing CTA status "In Progress" with task status

Using fiscal quarter in the MDA

Unsubscribe users from within Gainsight

Export CTAs and Tasks in one report

[Enhancement] Abilty to force a Success Plan Name Schema when creating new success plans

Initiate Rule Chain based on S3 Import

Rule Setup Action Load to SFDC Object (NPS Survey Responses) Possible?

Using Currency ISO Code in Rules Engine.

C360: Google Drive integration for CSMs to store customer documentation

Rounding up on percentages vs decimals in reports

Related Objects and Reports

Time Tracker for Activity Duration

[Feature Request] Support For Cockpit Calendar Integration For Organizations That Require 3rd Party Approval

Allow NXT Rules with sfdc cross object lookup fields or lookup filter fields migration via x-org

RFE: Different Color coding schemes

Ability to adjust the content which exporting the Dashboard as PPT

Bionic Rules Included in Snapshots

Mass Edit and Delete Options Not Available for Success Plans

Rule chain for Cron Expression schedules

Allow admin to select Company Person Connector upsert key

Import/export Success Plans in R360 for accounts with common fields and information from a .csv or .xlsx file..

Toggle on/off rule scheduling suggestions.

Sorting rules

Ability to have a Parent Task within Success Plans

Check out our upcoming events

Customer leaderboard

Cookie policy

Cookie settings

CS Product Ideas

Check out our upcoming events

Customer leaderboard

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded

Cookie policy

Cookie settings