CS Product Ideas

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366 Posts

Restrict ability to delete CTAs

Sync CTA to Salesforce Task (without requiring a CS Task)

Email Signature for CSM - based on SFDC Profile

Deletion via Rules Engine

Allow Report 2.0 to Group by Formulas

Milestones as default view in Usage

Customer would like to delete data in the MDA using Rules Engine.

Allow multi-select of fields in Rules Engine and Report Builder

[Feature Request] Multiple 2.0 Scorecards For Each Account

Access Dropdown Values in Rule transformation.

Absence of Scorecard Measure data

Show NPS survey responses in Timeline

Create Timeline entry at the Task level instead of CTA level

Changing Success Plan Type and keeping its data

Data Spaces -- Making 'em easier to build

Add ability to monitor for and insert values into picklist field that are not available in the picklist

CSM Drop Down List in Cockpit - I want it back!!!

Enhancement. The ability to change the (CTA) Type of the Task created from Timeline.

Add Custom Lookup Field to Timeline Activity Types

Rule ID's for Failures

TImeline: Allow ability to make Field visibility dependent on another field setting

Set custom close status when closing CTAs by CTA ID in Rules Engine

Rule should set CTA due date based on Rule Date

Cockpit: Need a "delegate" function for CSMs to assign a backup when they are on vacation

Will JO and Program objects be re-named to match product names?

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