Conversations

Conversations 1 - 20 of 543
Photo of Heather Hall
Option to change type in Timeline
I often take notes in the Timeline in anticipation of my next conversation with a customer. Most often I will do that as a "meeting" but ...
  • 12 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 124 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Jahnavi
Formula field in rule engine to add current date
Can we add a formula field in rule engine to capture the rule date.
  • 13 me toos
  • 8 replies
  • Idea
  • Implemented
Photo of Tracy Streetman
Survey & NPS Analytics Available in Reports 2.0
The analytics that are available in the Survey and NPS tabs are great, what would be even better is if those were also available in Repor...
  • 19 me toos
  • 13 replies
  • Problem
  • Solved
Photo of Lucy Danford
Add keyboard shortcut for adding users / attendees to an activity
When creating an activity and adding users or attendees (internal or external) - you have to type the name then switch to a mouse and cli...
  • 7 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Prathap
Report Scaling in Co-pilot mails
Now we skip the data points on the Y-axis in report that we send through copilot due to size constraint. Users wants to display all the...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Steve Davis
More Clarity Around Removing Ranking In Reporting
I am logging this post for anyone trying to remove the "Ranking" Option in a Report after its been applied. Initially, I didn't think i...
  • 16 me toos
  • 9 replies
  • Idea
  • Implemented
Photo of Berin Bezmen
Timeline report by Date
When you report on timeline by date there is no way to group the date by month/quarter etc. Our team uses timeline to log everything, whi...
  • 17 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Christopher Sanderson
Dashboard widgets allow trending icons
Thinking through how to improve the widgets on a dashboard.  If this data is based on historical trending data, rather than just a singul...
  • 7 me toos
  • 2 replies
  • Idea
Photo of Alex LeGay
Apply date filters to Program -> Analytics -> Summary analytics
Here is what I am referring to Would it be possible to make it so you can add a date filter on this data? I understand that on the ba...
  • 6 me toos
  • 1 reply
  • Idea
Photo of Lila Meyer
October v5.19 Release Highlights Video
To learn more about release v5.19 that's coming out on Oct. 16, check out this 8-minute overview video or the draft release notes:
  • 3 me toos
  • 3 replies
  • Announcement
Photo of Jeffrey DaSilva
Ability to pause all scheduled Rules
The past two days we have experienced 2 and 3 hour delays with Outreach schedule.  This causes our Outreaches to run into downstream rela...
  • 7 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Seth
Pivot tasks missing from Bionic Participants in Advanced Outreach
I was sad to see that Pivot tasks are not available in Advanced Outreach's Bionic Query Builder. There are several text fields that I wa...
  • 3 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Jeremy Curry
Make adding attendees to activities involve less clicks
Currently, in order to add attendees to an activity from the Timeline, a user has to click into the search box, type to search for the co...
  • 4 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Anirudh Allika
Date Diff function enhancement in Rules Engine
Currently in Date Diff function we can substract between two date values fields, can we also add rule date in list of available values. ...
  • 7 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Kristin
Display Notes and Attachments in C360
Our AMs want to use the C360 page as their primary Customer view. One thing holding them back is visibility to the Notes and Attachments ...
  • 24 me toos
  • 8 replies
  • Idea
  • Implemented
Photo of Calvin Multanen
Increasing the Number of Allowed Custom Field Attributes in Advanced Outreaches?
Hi there,  Are there any plans to increase the number of custom field attributes in Advanced Outreaches? Right now you can only add 3 in...
  • 13 me toos
  • 7 replies
  • Idea
Photo of Angie DeLaRosa
Folder System or Hierarchy to Organize Journey Orchestrator
As we develop more content in Journey Orchestrator (Email Templates, Programs, Power Lists) it's becoming increasingly hard to find what ...
  • 12 me toos
  • 3 replies
  • Idea
Photo of Roelf
Post "Activities" Created on Timeline to SFDC Chatter
It would be really nice to be able to have activities added to timeline automatically posted to chatter.  Or at the very least give the u...
  • 5 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Jeff Kirkpatrick
Journey Orchestrator: Log to Salesforce should accommodate SF Related Contacts feature
Came across another feature that doesn't support Salesforce Related Contacts - the Log to Salesforce function in Journey Orchestrator.Wit...
  • 6 me toos
  • 1 reply
  • Idea