CS Product Ideas

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157 Posts

Syncing CTA status "In Progress" with task status

Using fiscal quarter in the MDA

Bionic Rules Included in Snapshots

Rule chain for Cron Expression schedules

Allow admin to select Company Person Connector upsert key

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

Option to notify if 0 results success for Rules Engine

Allow customizable Zendesk widget similar C360

Adjust font size so title shows on the widget

Can we please have an undo button within the email templates?

Ability to have a Parent Task within Success Plans

Success Plan, CTA, and Timeline - Update Rules

Allow CTA and Success Plan Due Dates based on Account Date fields

Survey Analytics/Reports on Dashboards

Unsubscribe users from within Gainsight

Success Plans Modify Date updated when CTA or Timeline associated is updated

Cockpit - Configure List View - Add Fields

Allow split string formula in Rules Engine

Rule Schedule Matrix View

Add Automated/Manual field to Customer Stages

C360: Google Drive integration for CSMs to store customer documentation

Conditional Statements in Filters

Mass Edit and Delete Options Not Available for Success Plans

Time Tracker for Activity Duration

Make it possible to see when rules were run historically

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