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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

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.

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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