Advanced Outreach UI Feedback

  • 2
  • Idea
  • Updated 4 weeks ago
  • (Edited)
UI Suggestions for the AO query from Mark Ace, Higher Logic.
  • make Account Names linkable to the C360.
  • send email when participant sync completes, as with power lists.
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Meenal Shukla, Employee

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Posted 4 weeks ago

  • 2
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Diane Morneau

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Why was the first point removed? It was an awesome suggestion!

  • be able to include specific fields in the participant output. For example, I would have included the Score column so we could see the score for each account.
Being able to add computed fields in the core of the letter would be extremely helpful. In my use case, it would be to add computed information related to license counts.
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Dan Ahrens, Official Rep

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Hi Diane, the first bullet point is currently possible with Bionic Query - just add the fields you want to bring in as part of your data fetch task(s). :)
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Meenal Shukla, Employee

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Yes, I later realized that the first point is possible.