Conversations

Conversations 1 - 20 of 1838
Photo of Jeffrey Boyer
Check for and update a field on multiple reports at once
It would be nice if there was a way to Search for a field (Object.Field) and see the reports that field is used in.  On top of that it wo...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Jeff Kirkpatrick
Handling Gainsight changes when Salesforce account changes
I think I know the answer to this question - and if I'm right then this may need to be converted to an idea - but is there a way to trans...
  • 4 me toos
  • 3 replies
  • Idea
Photo of Daniel Kenner
Editing the 'Response URL' view of a survey response
We have a lot of CS executives that like to read through specific responses to surveys and when they click the 'Response URL' link it bri...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Justin Bills
Is it possible to branch a program so that it send either an email or creates a CTA based on NPS score (and the tier of client)?
I want to build a program for to survey our clients with an NPS question.  I'd like to filter them based off of their tier level AND thei...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
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 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 Tony Tao
Set renewal date to 30 days before contract end date?
I am looking to have renewal date in the customer section to by 1 day before the contract start date of the most recent renewal opportuni...
  • 2 me toos
  • 2 replies
  • Question
Photo of Steve Davis
Variant Email Templates In Email Assist
I have a request from a customer to be able to use (for example) the language variant when using email assist. In testing this it appears...
  • 13 me toos
  • 6 replies
  • Idea
  • Under Consideration
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 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
  • 7 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 Olavo Zapata
Suggestion about workarounds to create CTA by rule with a specific Due date
Hi Guys,I'm looking for a way to create CTAs with a specific Due Date by the rules.I've posted before replying about some other guy sugge...
  • 1 me too
  • 2 replies
  • 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 Manmeet Dosanjh
Report Builder Pivot Table Option
I am trying to create a pivot table on a report I have built in the Report Builder. The pivot is needed to display the data in a form tha...
  • 1 me too
  • 2 replies
  • Question
  • Answered
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 Joe DiFilippo
Combine the My Customer Health report with Activity Timeline Notes
Hello all, A manager of our customer success team put in a request to solve for when she meets her with direct reports to review their a...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
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 Kelly
Can you clarify the 'Delayed' status in the Email Logs?
I'm trying to understand just how the delayed status functions. I have a program that sent an email on 10/11 with the Participant Log ind...
  • 2 me toos
  • 0 replies
  • Question
Photo of Lane H
default scorecard not default
A customer  recently migrated to Scorecard  2.0. They have two  scorecards. One is set to t he default, the other is one they are working...
  • 8 me toos
  • 2 replies
  • Problem
  • Acknowledged