CS Product Ideas

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1084 Posts

Allow inline editing in tabular reports

Ability to Move Timeline Activities Across Accounts

Updates to Playbooks

Insert table in 360 Timeline Activities

Multi-select picklist option available in Timeline

Create option to send notification emails when a CTA or task is due instead of only when it's create

If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".

Emails to timeline via Program in Journey Orchestrator

Syncing CTA status "In Progress" with task status

Be able to add milestones from Timeline

Add Due Date to Mass Edit for CTAs and Tasks

"Current User" tokens for Email Assist

Change Management log to identify what changes have been made and by whom

Timeline to support multi-select dropdown

CoPilot - built-in feature to send daily outreaches but skip weekends

Advanced Cron Scheduler in Rule Chain

Ability to manually sort report data

Close CTA when all tasks are closed out

CTA rule due date can be formulated off of another date (aka contract sign date) instead of just the rule date

Data Designer should dynamically honor lookups between tables

External Users Can Check Off 'External' Objectives on the Success Plan

Sally for Microsoft Teams

Deactivate Playbooks

Tracking Email Responses in Journey Orchestrator

Ability to reorder tabs in CTA detail layout

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