Conversations

Conversations 1 - 20 of 654
Photo of Sai Ram Pulluri
Keyboard support for the Customer search
Since most CSMs have complained that they have to use their mouse after typing in a customer name to select the account. 
  • 2 me toos
  • 1 reply
  • Idea
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 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 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 Olavo Zapata
Filter rules by Execution Status
Hi guys, Would be great if we had the ability to filter the Rules by Execution Status. We have around 500 rules and a Filter with all fa...
  • 1 me too
  • 1 reply
  • Idea
  • Under Consideration
Photo of Sean Wilson
CTA Due Date Value Disappears in Playbook Editor
In the Playbook Editor, when you save a task with the date set as "CTA Due Date - 0", then re-open it, the numerical value for 0 is gone ...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Ian Bennett
Reports 2.0 Record retrieval limits compromising pivots
I have a report on an MDA table where I am looking to summarize data by quarter and pivot on that column So these columns: Product name...
  • 6 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Joshua Levin
Default auto-collapse grouped health measures on both C360 and R360
From a UI perspective, I've received a feature request: when going to the Scorecard section of both C360 and R360, the measures be collap...
  • 2 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Brandy Guillory
Scorecard Comment Refresh Too Frequent
Several in my organization have complained that when they post scorecard comments in R360 they cannot update the comment because it refre...
  • 4 me toos
  • 4 replies
  • Problem
  • Solved
Photo of Steve Davis
Ability to default pages to open/collapse scorecard groups
I have a client that loves the ability to collapse scorecard sections, however, He'd like the ability to do on of two things: 1- Set the...
  • 6 me toos
  • 4 replies
  • Idea
  • Implemented
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 Colleen Fleming
Success Plans - Checking off tasks on objectives vs Gantt Chart
Im not sure if this is a problem or intended functionality... but when you check of a task on the objective of a success plan and then go...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
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 Ashok Dugaputi
Import a file from S3 to Bionic Rules directly
I've been hearing multiple use cases / suggestions around being able to import the data file from S3 into Bionic Rules.  1) Eliminate th...
  • 11 me toos
  • 11 replies
  • Idea
  • Implemented
Photo of Marcelo
Can Dropdown Lists be migrated with the Migration tool?
Does anyone know if dropdown lists from MDA (Data Management) can be migrated accros orgs? Couldn't find anything that confirms or denies...
  • 1 me too
  • 2 replies
  • Question
  • Answered
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 Alex LeGay
Advanced outreach participant sync feature request?
I have noticed something that have been tripping up up some customers that I'd like to open up some talks on a feature enhancement. When...
  • 10 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Jeff Kirkpatrick
Known Issue: Duplicate account names w/unique IDs filtered out of "load to customers" execution log
Ran into an issue this week that doesn't impact Load to Customers functionality (thankfully!) but it does impact the Execution Log result...
  • 2 me toos
  • 3 replies
  • Problem
  • Solved