Conversations

Conversations 1 - 20 of 66
Photo of Andrew Cummins
Allow for customer color pallet with Data Spaces
You can add custom color pallets to MDA data and SF objects but not Data Spaces. Would be nice to see that become available. 
  • 8 me toos
  • 4 replies
  • Idea
Photo of Michael Sweeney
Ability to sort the Rules Engine/Rules Manager by date
I have been speaking with a customer who would find it very helpful to sort the Rules Engine/Rules Manager by date. He would like to be a...
  • 2 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Michael Sweeney
Add Two emails to the Reply-To section of an Outreach
Hey Guys, I have been speaking with a customer who would like the ability to add two emails to the Reply-To section of an Outreach. That ...
  • 4 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Chris Mudd
Calculated fields in Report Builder
It would be nice to be able to create a calculated field in report builder similar to the calculated fields you can create in the rules e...
  • 21 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Customer would like to delete data in the MDA using Rules Engine.
Wanting to delete older data weekly before inserting new data.
  • 11 me toos
  • 4 replies
  • Idea
  • Not Planned
Photo of Michael Sweeney
Ability to change CTA types and reasons
I have worked with multiple customers lately who have been restructuring the Type and Reasons of CTAs framework and  would like to know i...
  • 9 me toos
  • 5 replies
  • Idea
Photo of Luke Quanstrom
Assign group CTAs
I need the ability to create and assign CTAs to a group of individuals. Is this available? On the roadmap? 
  • 23 me toos
  • 11 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Exporting question responses along with Survey Response Statistics in Survey
I have been talking with a customer who would find it very helpful if the question response charts and tables could also be exported.
  • 5 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Steve Davis
Bigger Text Box For Scorecard Comments
I have a request for a customer to increase the overall size of the comments box. Users are typing in several sentences into this box and...
  • 16 me toos
  • 13 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Hide the upcoming section from cockpit
I have been speaking with a customer who would like the option to hide the "Upcoming" section in cockpit.CSMs work through their CTAs and...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Michael Sweeney
Drag and drop task order on a CTA
I was speaking with a customer today and the question about the order of tasks came up. When the tasks are configured in Playbook order w...
  • 2 me toos
  • 2 replies
  • Question
  • In Progress
Photo of Michael Sweeney
Save Partial Survey Responses
I have a customer who would like to save partial survey responses if the user leaves the page before finishing the Survey.
  • 5 me toos
  • 5 replies
  • Idea
  • Implemented
Photo of Michael Sweeney
We'd like to see how our ACV/# users is trending over time.
We would like a way to track how much active ACV and # of users we have month over month? We'd like to see how our ACV/# users is trendin...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Ben Daniels
Schedule individual reports with excel attachment
Hello, We would really love the ability to schedule individual reports as an excel attachment. The dashboard/ppt scheduling isn't an ide...
  • 22 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Options to change week settings
 As of today we do not provide any configurable options to change the week settings for MDA objects. By default it will be Monday (start ...
  • 4 me toos
  • 2 replies
  • Question
  • Acknowledged
Photo of Michael Sweeney
Show original name of field somewhere when changing the display name
Hey Guys, I was on a call with a customer Today and we came across a field with a custom field name and we are having a hard time determ...
  • 11 me toos
  • 6 replies
  • Idea
Photo of Michael Sweeney
Sort Operational vs Non-Operational emails on a report
I have been speaking with a customer who would like to build a report on emails and then be able to sort Operational vs Non-Operational. ...
  • Michael Sweeney, 3 months ago

  • 2 me toos
  • 0 replies
  • Question
Photo of Michael Sweeney
We would like to flip the pivot table ordering.
Hey Guys, I have been speaking with a customer who would like the ability to flip the order of a pivoted table. Do we see this happenin...
  • 1 me too
  • 1 reply
  • Idea
Photo of Michael Sweeney
Would like to pull the text from a multi-select question of a flattened survey
I have been speaking with a customer who would like to pull the text from a multi-select question in a Flattened Survey. This is possible...
  • Michael Sweeney, 3 months ago

  • 1 me too
  • 0 replies
  • Question
Photo of Jeff Kirkpatrick
Scorecard: Adjust the Scoring Scheme ranges to reflect logically
The Scoring Scheme in Scorecard 2.0 is not logical from a UI perspective.   The LEFT number in each range is the only one an admin can c...
  • 13 me toos
  • 6 replies
  • Idea