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As we’re working through some testing of spaces, I noticed there doesn’t seem to be any reporting at the company or relationship level (or even in its own object) for detecting if a space has been set up/in use/when it was last modified. I did see the Spaces user access object, but that appears to be primarily for tracking invitations.

Having some more robust information available for easy reporting & including on an admin or managerial dashboard would enable us to better ensure our representatives are not only setting them up, but also maintaining them on a regular basis. It would also be great if the ‘link’ to the space could be included in a field, which might allow us to automate emails out to the customers from the CSM and direct the customer there.

It would also be great if the ‘link’ to the space could be included in a company-level field, which might allow us to automate emails out to the customers from the CSM and direct the customer there.

💯

Great idea, ​@mobrien14!

We haven’t dug into Spaces yet, but I would expect to be able to tokenize the link to a company’s Space in email templates across the board (JOs, Email Assist, CTAs, and Group Send). Not being able to include links in a scaled approach is a definite limitation. ​@kim_stone, ​@kstim for our scaled program...


Although I haven’t had a chance to use Spaces yet, this also sparked another Idea:

If a customer churns/cancels or makes a special request to have their data deleted. Would you be able to easily manage these Spaces?


Although I haven’t had a chance to use Spaces yet, this also sparked another Idea:

If a customer churns/cancels or makes a special request to have their data deleted. Would you be able to easily manage these Spaces?

Great callout & not something I’ve found a way to manage as an admin. Definitely another must need if we don’t have it.