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Another ease of use request from your favorite UX guy. In the Mass Edit report type for Scorecards 2.0, I'd love to have some kind of indicator in the list that tells me which scores are MEASURES versus GROUP.   Just a thought.

I have a customer that would like the ability to add more token fields to the CTA name where applicable. Use case: The customer has a survey they sent out but would like to be able to streamline their process on reaching out to the customer by having the participant email token available in the CTA name that is created based on the participant response.

In looking over my newly created Scorecard 2.0 section, I am noticing some non-parity between the features. I already have another logged request to be able to have Scorecard 2.0 section either be sticky or open up closed by default, but I'd also like to request the option to have the Chiclet view back that we had with the original Scorecard 1.0 page. I think this is easier to digest than the current format and good to see all metrics in a concise view. 

Hey all, Is there anything on the road map for tracking how many times a CTA has been snoozed?  I know that since the Summer release we're now easily able to see when a CTA was snoozed, but at this time I'm not aware if we have a way to see how m any times a user has actually snoozed the CTA. Is this something we might see in the future?

Gainsight's Smartsigns seem cool and I'd love to use with our Product Usage data. Unfortunately we have that data in the MDA and can't get it into Gainsight's Usage object. Would be great to be able to use Smartsigns on MDA data.

Love the Slack integration, but we're a HipChat company. That functionality would be AWESOME. +1 from me!

Is it possible to adjust dashboards to long scroll so that all results show up on one page? Right now it only displays 100 records per page.

With the upcoming Winter Release, we are introducing the ability to Create & Close a Call-to-Action in a CoPilot Advanced Outreach. Now, Gainsight customers can create and execute one model that integrates human and digital touchpoints; a true ‘journey’. Example of new capabilities:  For users with a 20% decline in Logins... Send them an email with support documentation on how to login If they haven’t opened the email, send them a reminder If they haven’t opened the email and they still haven’t logged-in, trigger a CTA for human follow-up We want to rename the feature to capture the power of this ‘journey’ design. We have decided to rename CoPilot -> Journey Orchestrator. But we want your help renaming ‘Advanced Outreach’. The question for you: What should be the new name for ‘Advanced Outreach'? Cast your vote on the following options in the comments below: Journey Orchestrator + Journeys Journey Orchestrat

Right now, there are various ways to "pull" information about CTAs from the system (e.g. through the email notifications when something is created, through Sally for Slack) but there isn't a good way for this information to be "pushed" to the CSMs. Not that I'm trying to solution this, but thought I'd provide a suggestion in order to better illustrate the business case here. If an email was sent to CSMs on a specified frequency that showed them a list of their open, overdue, and closed CTAs/tasks, that would really promote adoption of CTAs in general. A chief complaint of CSMs regarding this feature is that there isn't active alerting for this. 

Posting on behalf of Euromonitor. As they have been expanding reports that show in Dashboards -- in this case a tabular report.  It has come up that there is no horizontal scrolling functionality when a high amount of columns are in a report.  In this case, columns that are at the end of the report don't show so you have no way to reorder/expand them.  The workaround is to make separate reports and containers.  However, their request is the ability to have the same amount of columns but it would make them much more readable if they were spaced wider, but have a scroll bar at the bottom to see the rest of them. Use case image attached. Thanks.

Right now the in-line filtering in the dashboard reports only searches 2000K records at a time. A customer is using a dashboard report sourcing relationships as their primary "customer" list and has more than 2000. This is causing them to rely heavily on filters which is causing frustration since it is requiring a lot of filter manipulation. They are creating a new report and updating the filters to split the data into two reports, but that is "not a long-term solution" in their eyes. Are there plans to enhance the dashboard reports by increasing this limit?

I have turned on Dashboard permissions in the admin tab. When I go to search specific users to assign permission to them, certain users aren't showing. We have determined that this is by design... "For sandbox orgs, we intentionally set limit to 200 and since there was no server side search implemented for dashboard permissions page, the below mentioned users are not displayed." Because this really falls into beature land... I am creating a community post for this issue. 

We’d like the ‘Go live’ button in the Control environment to take us directly to the first new reply. Use case: We often like to use the ‘Go live’ button to see the topic at the front end, because opening a topic in control changes its status to ‘Viewed by moderator’ (which influences our workflow). However, whereas there’s a nice direct link to the new reply in Control in the ‘Replies’ column, there isn’t such a link to ‘Go live’ to the first new reply. It’s one of those shortcomings which is fine the first time, OK the 100th time and it gets really annoying after you’ve been clicking and scrolling for a 1000 times to get to the new posts at the front-end. A not so great workaround is to sort the topic by 'newest first'. It would be be somewhat viable if you could 'pin' your sorting preference (probably my next idea in ideation).

Another high end request for active communities! If a topic is very active, it stays out of our sight when using the 'last active' filter and working first in first out. Seeing as old topics may be kept alive or be brought back to life*, sorting by 'publish date' is not a suitable alternative. That would result in the oldest topics getting most of our attention for no good reason. What we'd like to be able to do, is to sort by the first new reply. This would perfect our topic workflow. Clarifying sort by dates To clarify the available date columns, it might be a good idea to rename the other two. Sort by dates: - Publish date -> First post - First new reply - Last active -> Last new reply I'm curious if others are interested in this as well and hoping the technical challenge isn't too big. Fingers crossed! *Some communities fight necro-posting, we don't. For context, check out this topic.

It would be helpful to be able to manually add an email task to a CTA and playbook already in action. Today email assist tasks can only be added through a playbook. The only option is to "replace" when you are editing a CTA/playbook already created and assigned.

Could there be a way we can automatically attach a Playbook when creating a CTA based on Reason type? An example is if the Reason on the CTA Risk is set to Lack of Customer Engagement then the Lack of Engagement Playbook would automatically be attached. Need this for both Customer and Relationship type CTAs/Playbooks.

When building a powerlist, tokenizable fields are displayed at the very bottom of the powerlist configuration under the "Select List Fields" section. The issue with the "Select List Fields" section is that the fields cannot be rearranged.  This causes issue with powerlist readability when customers are trying to double check their powerlists before they implement them into the outreach itself.  The fields show in whatever order the were applied in, and the customer would like to have the ability to drag/drop these fields to reorder them in a more user friendly order.  I'm thinking something similar to what we can do in report builder? Is there any road-map plan for adding in functionality to rearrange the List Fields to make the powerlist execution files a bit more reader-friendly?

I was working with a services architect and we tried creating a rule that had two dataset tasks that fell under the same general umbrella of what I wanted this rule to do - even though they were two disparate sets of data.   I didn't need to merge the data, I just needed the two sets to be available.  When I got to the Setup Action screen, I got an error message:  "It is mandatory to have only one output task to execute actions. Ensure to use Merge task, if there are more than one output tasks." The documentation isn't clear, but engineering told me that you have to only have ONE task output in order to create actions.  But as long as you have only ONE task output - you can still select any of the dataset tasks upon which to perform an action.  Which seems like you're forced to take an extra step of creating a merge, when you don't really need the data to be merged to accomplish your goal. Incidentally, if you have two datasets + 1 merge, and two more

Hi everyone, I am a moderator for the Ziggo Community. In our Community we are solving problems together as a group. This causes some topics to become quite extensive and long to read. To make it easier we would like to have a ‘fast jump’ option. With a Best Answer or Modbreak you can easliy jump to the next modbreak. So if someone wants to join and contribute to solving an issue, it is very easy to read up on the relevant reactions. A working example can be found https://us.battle.net/forums/en/wow/topic/20761046621 where you can swiftly jump to the next Blizz post. (the Blizz > button next to the blue text). What are your thoughts on this?

First of all, I'm not talking about CTA mass edit or anything admin does. I'm looking for a way which CSMs can leverage to mass edit their accounts. Similar to the customers tab, where they can multi-select and tag the accounts. Example use cases: 1) weekly or monthly, the CSM needs to update SFDC fields (e.g. risk evaluation, reference ready level, etc) for each account. It would be much easier if they can do that in one consolidated table via multi-selection and overwrite. Firing CTA reminders with fields linked in is not very helpful as it's going to create a high volume of CTAs, some of which won't require updates. 2) stretching it to non-account object: periodically, say monthly or quarterly, the CSM needs to update the contact, e.g. JO communication preferences, NPS survey selection etc. given the not-so-low POC turnover at our client's side. These are important data hygiene issues yet clicking into individual contact records for each account, where you have more than 25-40 accou

Idea/Problem coming from VMware. It is very difficult in email assist to tell the difference between mapped and non-mapped tokens.  They are both grey but the ones with arrows are mapped and the ones without are not mapped. A couple suggestions would be changing the colors - maybe a red and a green? You could also differently color code the values that manually need to be entered by the user. Additionally, if we could override the label on the admin side to say something more end user friendly, instead of Call to Action -> Relationship Name (end user may not understand what this is and what value it is passing in).

I have quite a few CSMs that are managing large scale customers with frequent calls, emails, meetings etc that they log at the C360 level. What ends up happening fairly quickly is that the timeline gets very busy. We do find the search functionality great, but to add another layer on it I think it would be valuable to be able to archive activities by month/year. That way, what I see when I log onto a customer's timeline are the pertinent items to their recent activity without losing that historical information.   

Currently if a success plan is applied via a rule with a template that has objectives and then another rule fires that has the same plan name, plan type and status but different template nothing will happen. I worked with a customer that would like for it to add more objectives to the current success plan. Just wanted to see what other customers or product has to say about this. Thanks!

Customer request: when looking at a subtask in a CTA (i.e. a Playbook task) it would be helpful to show the name of the CTA on the task pane itself.  You can see the CTA name on the left side, but depending on monitor resolution it may be too small or difficult to manage, which is why showing it in the Task fly-out window would help. 

Our CSM's are currently using Timeline frequently during their customer calls and adding tasks to sync back to their Cockpit for any followups. One of the 'pains' that they currently have is that when the time comes to complete that task, they can not view the timeline notes that were associated with the tasks and the CTA within their Cockpit view forcing them to open the C360. This adds a few additional clicks when they should be able to get those by clicking on the Timeline tab within the CTA.  Is this part of the roadmap for Timeline?