Best Of
-
Were other Catalyst customers experiencing performance issues over the last month (6/25 to now)?
Issue 1: Data Load Performance, Reported on 6/25 Users are not seeing any data in Catalyst. Symptoms: Every Segment is showing spinning wheel , then "Please add more filters, dataset is too larg…1 -
Pulling in Email Signatures from Salesforce user object
Is there a way to pull in AM's and CSM's email signatures and calendar links that live on the user object in salesforce? I'm not able to pull in the "user" object, but we have all our reps …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 …2 -
Making note fields required
I don't think this is currently an option, but we would like to make certain note fields required. Ideally you wouldn't be able to publish the note until a field (e.g. "Meeting Date") is po…1 -
Re: Last change on a field
Would love to have a calculation type that can timestamp last change date, without having to ask the Salesforce team to build something.1 -
Re: Is there a way to put Playbook Subtask in order?
Hi @Ken! Thanks for your question. As you pointed out, the current behavior is that the order of open subtasks is determined automatically, based on the task that was last updated; completed subtasks…1 -
Last change on a field
Is there a way to track, either by playbook or CF, the last time a field was updated? Until we have our Catalyst Health Score built, we'd like CSMs to update a subjective health score. Leadership wou…3 -
Re: Health Score Question
@amandachen I apologize, I deleted the comment above because I was confusing the functionality of our Calculated Fields AVERAGE function and our Health scores. In the Health Score, blank/null values …1 -
Is there a way to a Playbook Activity module for all accounts?
Is there a way to a Playbook Activity module for all accounts? So that we can see high level the accounts receiving the emails in a playbook? Right now, we can just see the activity module on an acco…1 -
Re: How are you tracking Office Hours participation?
Hi Ben! Thanks so much for your question. Eager to hear others weigh in, but thought I'd share how we complete this at Catalyst currently. We complete Office Hours one on one with customers, and ther…1
