CS Product Ideas

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242 Posts

Email Assist - emailing multiple accounts

A/B Testing for Copilot

Rule Execution Logs from Scheduled runs not containing Action Details

Percentage formula field in Report Builder

Include Survey Link in AO Escalation Email

Export Option in Timeline

Adding Account Team Members through Gainsight

Need ability to track time in success plan objectives and CTA's

Internal Submission on Copilot Survey

Option to provide Batch size for each rule

Co-pilot power list list view

Allow STRING field to write to PICKLIST

GS Assist for Outlook - Log to Timeline Status

Need to know if rule is active/inactive on Data Management

Ensuring important emails make it to client inboxes

Low Volume MDA object on C360 - Person Lookup fields show the Person's ID rather than their name

Is there a way to show progress toward renewal goals in Reports 2.0?

For data points enabled reports success snapshot report exports overlaps

Email Assist > Timeline > SFDC Activity History

BCC from Timeline - Search account via email not just company name

Success Plans: Is it possible to link a custom SFDC object to add editable fields in the 'Plan Info' section?

CTAs viewed in Kanban board?

Editing a email template that is used in Playbook - fewer steps

Automated migration of Rules from Production to Sandbox

Cockpit Collapse - Expand All

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