Best Of
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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 -
Re: Is there a way to "reset" a field through an automation in Catalyst?
Hi Catherine! At this time, we cannot yet reset a field in Catalyst, however we are working on field updates via a playbook that should be able to address your request. More to come on this, shortly!2 -
How are you tracking Office Hours participation?
For those that are hosting weekly/monthly customer facing office hours - how are you tracking participation, if at all? A date field or something on contacts seems like the easiest option, but it isn…2 -
Re: Is there a way for non-admins to see which accounts are enrolled in playbooks?
Is there a reason why Catalyst made it so that non-admins cannot see which accounts are in a playbook? That seems like an unnecessary visibility restriction1 -
how to get count of number of emails sent to an account in Catalyst
Checking if Catalyst has capability to count number of emails sent associated to a contact in Catalyst. I see on this forum it was mention that it is planned for Q4. Do we have any ETA when this will…1 -
Re: how to get count of number of emails sent to an account in Catalyst
Hi @Loveleen! Happy to jump help with this. We currently cannot support this type of calculation in Catalyst. This functionality did not end up making it on our Q4 or Q1 roadmap. Since we plan quarte…1 -
How to add an attachment to an email within a play?
We currently have plays set to automate sending usage reports based on the age of the contract. (at 60, 120 days) I have the email copy set to approve and be modified for each email so we can edit as…1 -
Can anyone share a best practice for posting client contact org charts in Catalyst?
We are looking to house an org chart for our client contacts in Catalyst to work to broaden and deepen our client relationships. I've attached a sample. Has anyone solved for this?1