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andreammelde
Helper ⭐️⭐️
April 11, 2023
New Idea

Create folders in External Actions, allow to search for name, and delete. Overall needs more tools to better manage

  • April 11, 2023
  • 11 replies
  • 133 views

External Actions is sorely lacking any organization. I cannot categorize or search by name, making managing difficult to scale. Given SO MANY objects (Success Plans, CTAs, Customer Goals, Timeline…. the list goes on and on) can only be updated via External Actions/ APIs, this should be much easier to manage.

 

Under each Connector, it would be ideal to create folders. There should be a universal search across any connector setup as well.

 

I should be able to delete an external action as long as there is no dependency, or at least find some way to indicate it is not active

 

Example of how messy it gets:

 

11 replies

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
April 25, 2024

I [also] needed to submit a support ticket in order to get any unused external actions deleted without the option to do it myself. It’s not a world ending issue but this would definitely be an admin quality of life enhancement!

 

This is 100% a product-parity issue. We need to be able to delete things (without a support ticket). 😃

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member