Better organizing tools in Power List view

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  • Idea
  • Updated 1 week ago
It would be great to have more information on the Power List view.

Here are a couple ideas:
  • Folders, like in the Reports UI
  • A description text field - maybe it would show up in mouse-over.
  • Indicator for how the list is used. If it's used in a Survey, shows a link to the survey. Likewise, if used in an Outreach, show the name or link to it. In the Outreach panel, there is a handy link to the associated Power List. Make it reciprocal.
  • Indicator for date the list was last used in a survey or outreach.
  • Is the List built from an uploaded CSV? If so, indicate it in the list view, maybe with an icon. Now, the only way to know is to open it for editing. 
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Mark

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Posted 1 week ago

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Dan Ahrens, Gainster (employee)

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Hi Mark,
We are encouraging users to transition over from Power lists to using Query Builder in Advanced Outreaches. Query Builder is insanely more powerful and lets you not only pull in data from multiple different objects but also perform transformations like pivots and formulas on your data before you use it in the outreach. 

You can find more information here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...