Conversations

Conversations 1 - 20 of 476
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 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 Jeff Kirkpatrick
Scorecard 2.0: Weights don't appear to calculate decimal values
Before I begin, this could be resolved if we could just assign a weight to score Groups... I have 8 measures that I pulled together unde...
  • 1 me too
  • 5 replies
  • Problem
  • Solved
Photo of Samantha Braastad
Include column summaries for pivoted reports
When creating a report with a pivot, it would be ideal to be able to get a sum, average, median of the entire columns as well. 
  • 3 me toos
  • 1 reply
  • Idea
Photo of Pele
Rules Engine: Allow stat functions to be grouped
It would be helpful if bionic rules allowed you to use GroupBy when adding a stat formula to the dataset.  Use case: When calculating so...
  • 2 me toos
  • 0 replies
  • Idea
Photo of Samantha Braastad
Have the ability to set advanced logic to merge criteria in Rules Engine
It would be ideal to be able to add advanced filter logic to merge criteria when merging two datasets in bionic rules. This would allow u...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Brittany
Be able to add milestones from Timeline
First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added else...
  • 28 me toos
  • 5 replies
  • Idea
  • Under Consideration
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 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 Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 29 me toos
  • 21 replies
  • Idea
  • Under Consideration
Photo of Jeff Kirkpatrick
Rules Engine: Extend expiration of Rule task processing files to at least 30 days
When I want to go back and look at the records pulled by a rule, if it's more than 7 days I get an error:   Unable to fetch the file as t...
  • 5 me toos
  • 3 replies
  • Idea
Photo of Denver Kirkpatrick
NPS
How are others calculating their NPS Score for a client?  Is it a conglomerate of many attributes or just a survey here or there?  Do you...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Manmeet Dosanjh
Report Builder - Add Ability to Wrap Lines
I know that we have the option of adding the "Wrap Lines" after the report has been built and is in production either in the C360 or on a...
  • 6 me toos
  • 3 replies
  • Idea
Photo of Roxanne
Timeline activity vs. Milestone
As I am becoming more fluent in posting timeline activities, I am finding that several activities could actually be considered a mileston...
  • 5 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Jackie Cofield
Enable others to edit a Timeline note to make it collaborative
Both our account managers and CSMs use Timeline which is great, the bad part is that they aren't able to collaborate on meeting notes. We...
  • 6 me toos
  • 8 replies
  • Idea
Photo of Samantha Braastad
Allowing Timeline logs to be edited after being saved
Our CSM's occasionally have to go back to a timeline entry a few weeks later to make an updated. Either additional detail to a conversati...
  • 10 me toos
  • 7 replies
  • Question
  • Acknowledged
Photo of Katerina Nemcova
Keeping a log of which customers/users have been sent comms via Journey Orchestrator
Hello, We are just about ready to start utilizing Journey Orchestrator, starting with a handful of usecases e.g. getting in touch cu...
  • 1 me too
  • 6 replies
  • Question
Photo of Elizabeth Adams
Add 'Goal' to Reporting capability
We have a lot of dashboards that show us levels of activity and how our metrics look. One element that would be really helpful is to have...
  • 11 me toos
  • 7 replies
  • Idea
Photo of Samantha Braastad
Allow for multiple MDA lookups between various MDA tables
We have multiple data sources that are pulled into the MDA tables to track customer usage information. When reviewing the data, it would ...
  • 4 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Kara Kogelman
Reusing a field in the Show me section of a report
I am trying to look at the same field in the Show Me area and see three different lines in my line graph.  I would like to see the averag...
  • 6 me toos
  • 2 replies
  • Idea