Topics started by Ravindrach
Hi Team,The customer is looking to add the created date and closed date on the Success Plans View so that their CSM's can view it. Currently, we have only limited fields in the add columns section.Can we add created date and closed date to the view?
[customer request] Customer has applied few permissions on the activity timeline object from the data permissions, and those changes are applying to only report builder and not reflecting in the C360/R360 or Global timeline.Currently permissions are not availed for Activity Timeline object.Can we check and make this enhancement for the customer.
Enhance the recurring CTA behaviourNo Status
[Customer request]:Hi Team,As per the current functionality, while creating the recurring CTA’s, it creates a dummy parent event where recurring = true in the call to object. These parent CTAs will not show up in the Cockpit view, because that view will only show events where recurring does not equal true.However, customer has few reports configured on ‘call to action’ and they have to manually update the filter to exclude this parent CTA event as it is causing discrepancies.Customer would like to share his feedback on this to avoid this manual updation of filter as there have many reports.
CTA : Associated Persons updateNo Status
[Customer Request]:When customer fill in the name of the associated person to automatically have the email address of this contact auto-filled in the recipient data field, when they want to send an email thought the CTA.Kindly check this product feature request.
[Customer request]:Hi Team,While adding the activity from the calendar widget or E2T, the company/relationship resolution is not Honouring the active flag of the contact(ie.. in Relationship/company person).Customer wants to consider the only companies which are associated with the active contacts. Can we check the feasibility of this request.
[Customer request].Hi Team,Customer would like to see few improvements in the E2T email notification. Below are the scenarios.Scenario1: If customer signature has more than 5 images and every time they log a timeline getting the below notification. The outcome is the email is logged. Scenario 2: While logging a timeline with a character count of more than 33K, they are receiving the below notification. The outcome is timeline didn't log. For both the cases, they are receiving the email with envelopes with a red circle with an X. Customer would like the problem identification to happen more quickly, especially if most of the time they are ignoring because it’s issue #1. they don’t want to have to open the email to read the specific issue. Net, they need to know more quickly what happened.Kindly review and change the image to be different for an attachment error vs. the no-log error for easy identification.Thanks,Ravindra
Hi Team,We have observed that, CTA task email is failing to send because one of the tokens (CTA comments) which needed to be replaced was longer than 10k characters (including the special characters since it is a rich text field and seems to have been copied from some other place). In this scenario, below is the current failure message:ERROR Message:Hello <User Name>This message was created automatically by mail delivery software.An error occurred while trying to deliver this email to one or more recipients. The following address(es) failed:<Email ids>The above failure message is not clear to identify the exact issue from customer end and we need to improve this messaging in the failure case.Kindly review and add the below message for this type of failure scenario.Mapped field value has exceeded the maximum character length allowed for tokens. Thanks,Ravindra
[Customer request]: The customer is looking if it would be possible to report on whether an Email Template was selected when creating the email, and if so then he would like to see the name of the template that was selected from the report builder section.Can you add your suggestions?
Customer request: In Dashboards, while using the IN operator in the Global filter, currently we are able to remove only the first value and we don't have an option to remove the remaining values individually. We need to clear them ALL and re-entering the values again.Can we enhance the Global filter view to show all the filter values? Below is the screenshot from the Demo system.
[Customer request]: Hi Team,As per the current functionality, the filters configured in the associated account section is applicable only after creating the CTA.The customer wants to limit the Associated Records to only show Accounts that belong to the hierarchy of this customer while creating the CTA itself. Can we please make sure Associated Record filters works during CTA creation? Can you please check this use case.
[Customer Request]: Hi Team,As per the current functionality, in case of any lookup got updated or deleted, the rule execution is failing and in the execution history View logs section, an SQL query with error is printing which customers are unable to understand.We got a feedback from customer, to improve the error message, saying for which all fields updated/deleted causing the rule failure so that they can aware of it.
Hi Team,Customer Request:As per the new data load in rules engine, we are showing the links to download pass and fail records from the action section itself, however, the link is not showing for the test runs. Can we have the same functionality for test runs also. Customer would like to know how the data look like before running the rule.Also, earlier in one file, we have both pass and fail record details. Now, customer have to download two files separately for pass and failed records. Can we check is there any feasibility to show both details records in one file?
Hi Team, Customer request: We have two fields that are mandatory upon Close fields. They work properly when a CTA is created fully and then CSM navigates to close. However, if a CSM creates a CTA and closes the CTA in the same step (meaning they mark it Closed Success before the actual creation of the CTA, the user can successfully not fill in those fields).The customer want to show the closed mandatory field even while creating and closing the CTA in one step.
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