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US Admin Office Hours (Tuesday session) - 06/22/21 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • June 22, 2021
  • 2 replies
  • 35 views
spencer_engel
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Hello everyone!

This thread is for today’s Tuesday Admin Office Hours session on Tuesday, June 22, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Tuesday, June 22, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm ET


Join Zoom Meeting:

https://gainsight.zoom.us/j/93972497920?pwd=SGJPOFNzNUxCNVZYcHJrWnRjM2FoUT09

 

Meeting ID: 939 7249 7920

Password: F7msaSQ3

 

For dial-in info by your location, find your local number:

https://gainsight.zoom.us/u/acvxgAlEJZ

    2 replies

    heather_landgraf
    • heather_landgraf
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • June 22, 2021

    two things need help with.  

    1. Pooled model- have everything set up but the Queued CSM will not show up as an option for CTA owner.
    2. have a report for certain CTAs based on create date to track # created trend but when I make create date anything but daily it shows me future with all zeros.  Tried all different filters to get them out but no luck.
    S
    • SHOEBOX
    • Contributor ⭐️⭐️
    • June 22, 2021

    Trying to understand how the system manages the “Renewal Date” field.  How many reports/processes rely on this field in particular?

     

    We have managed to import our ‘renewal’ data into a field called ‘Next Billing Date’ from our billing system as this is the most accurate, continually updated date field to rely on.  Do I need to also populate the ‘Renewal Date’ field with this data?  How best to accomplish this field population in Rules Engine and run it on a daily basis?

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