CS Product Ideas

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155 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

Allow customizable Zendesk widget similar C360

Adjust font size so title shows on the widget

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

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

Unsubscribe users from within Gainsight

Option to notify if 0 results success for Rules Engine

Ability to have a Parent Task within Success Plans

Success Plan, CTA, and Timeline - Update Rules

Cockpit - Configure List View - Add Fields

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

Time Tracker for Activity Duration

Rule Schedule Matrix View

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

Make it possible to see when rules were run historically

Add Automated/Manual field to Customer Stages

C360: Google Drive integration for CSMs to store customer documentation

Use Linked Object ID in Rule Action as Identifier

Rules Engine: Allow rules in a Rule Chain to run historically

Allow split string formula in Rules Engine

Rules Engine: Include a free text comments field within Tasks and Actions

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