Best Of
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Re: LAYOUT | BOOK OF BUSINESS REVIEW
@Camille Thanks for catching that! I'll work on getting this posted ASAP and tag you here when it's available.1 -
Re: Adjusting Fiscal Periods
Hi Brendan! Thanks so much for raising this. We actually set the fiscal year in the back end for you - and you were correct, your year start was set to January. I've just updated this to February, an…1 -
Re: Catalyst integration with zoom / Fathom?
Hi @Shuliedwards! Thanks for your question. I don't have details to share about this specific integration request, but integrations are a *top focus* in our unification plan between Totango + Catalys…1 -
Re: Can you use the "Current User" functionality with non-synced local fields?
@WesGibson Out of curiosity, were you able to get this working after waiting for the sync?1 -
Email Signature Image
Hi Catalyst Community - Do you have any tips/tricks/size recomendations to get an email signature image to properly display? I have tried multiple options and it continues to not display properly in …1 -
🚦HOW TO | CREATE SIGNALS
TIME INVESTMENT: 15 min DESCRIPTION: In order to fuel Customer-Led Growth (CLG) you need to be able to automatically identify and action expansion opportunities. In this video, we will learn how to: …1 -
Re: Can you use the "Current User" functionality with non-synced local fields?
Thanks @kristinlisson maybe I need to wait until the next sync with SFDC b/c mine is not showing it as an option currently. I appreciate the quick response!1 -
Re: Can you use the "Current User" functionality with non-synced local fields?
Yes, it appears that "Current User" works as expected with a local field.1 -
Re: "Pooled" CSM Dashboards + Workflow - Would love any recommendations!
I think our CS team already reached out to you on this, but I thought I'd add this resource for others who have the same question! Use case: Scaled and pooled team structures1 -
Re: PLAYBOOK | RENEWAL EMAIL FOLLOW UP BASED ON ACTION
Thanks Team Catalyst!1