Conversations

Photo of Spencer Engel
Searching for the easiest way to report on who sends email assist tasks
I have a customer who wants to create a C360 report on recent emails sent - most of which are via Email Assist. They have multiple people...
  • 2 me toos
  • 5 replies
  • Question
Photo of Michael Sweeney
Create email assist tokens from opportunity fields
Right now we support only 6 objects for token mappings, Account, Contact, CustomerInfo, CSTask, CTA and User. Are there plans in the futu...
  • 9 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Pele
Allow Currency Type field to be used in Scorecard 2.0 "Applies to:"
When configuring multiple account scorecards, in the "Applies to:" section, you can select from picklist, number, string, and boolean dat...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Renee House
Relationship Timeline & Customer Timeline
Thinking about how to use the Relationship Timeline and the Customer Timeline. As the GA, I would love: The option to roll the Timeline a...
  • 19 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Diana Luo
Chatter to the Relationship 360
Hi, I was looking through documentation on adding chatter to CTAs and found this helpful resource (https://support.gainsight.com/Product_...
  • 1 me too
  • 2 replies
  • Question
  • Acknowledged
Photo of Leanne
Churn status on Relationships?
How do most companies mark churned Relationships?  We've been told there's no way to automate removing a Relationship, so when one churns...
  • 12 me toos
  • 7 replies
  • Question
Photo of Pele
Is it possible to include "mailto:" in hyperlink for email address in CTA comments?
Not sure if I'm just running into a bug, but I've created a rule-driven CTA that includes a tokened email address in the comments section...
  • 3 me toos
  • 1 reply
  • Question
  • Acknowledged
Photo of Evan Luberda
Admin Office Hours - 11/9/17
This thread is for the Admin Office Hours session for Thursday November 9th,  2017.  Submit your questions to this thread and we'll addre...
  • 1 me too
  • 1 reply
  • Article
Photo of Evan Luberda
Admin Office Hours - 9/28/7
This thread is for the Admin Office Hours session for Thursday September 28th,  2017.  Submit your questions to this thread and we'll add...
  • 2 me toos
  • 5 replies
  • Article
Photo of Evan Luberda
Admin Office Hours - 9/21/17
This thread is for the Admin Office Hours session for Thursday September 21st,  2017.  Submit your questions to this thread and we'll add...
  • 1 me too
  • 6 replies
  • Article
Photo of Evan Luberda
Admin Office Hours - 9/14/2017
This thread is for the Admin Office Hours session for Thursday September 14th,  2017.  Submit your questions to this thread and we'll add...
  • 1 me too
  • 6 replies
  • Article