Ask questions, share tips, and learn from other Catalyst customers just like you
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 my test emails. Thanks!
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 populated. This would be similar to how you can't publish a note without an account tagged or a title for a task within the note. Is this…
Hey there, I'm hoping I can get some tips and advice! I'm a fairly basic user of Catalyst however now trying to utilise it a bit better of late and looking to implement monthly NRR tracking. Wondering if anyone could please share how they are currently tracking this and best practices around setting this up? Thanks! 😁
I would like to calculate a field for last EBR and next EBR based on when the note was logged and category = EBR
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 would like a way to track that to make sure it's happening on a regular basis. I realize you can see updates in the Activity…
When creating subtasks in a renewal playbook, I do not see an option to arrange them in order. While creating, the order was based on the last subtask that was updated. Ideally, each of these would be in numeric order.
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 large to query" is displayed on all segments Issue 2: Slowness issue, Reported at 7/8 (maybe related to use of new Customer Hub…
Can Catalyst send email to user on Account or contact of the account when a particular note type is logged under the account after discussion with customers Thanks Amanda
How do I delete a contact from an account?
Our version of the At-Risk dashboard has generic risk themes. How do I change them to be specific to our business? Docs and community search has nothing :(
Learn how to navigate the site, manage your notifications, and read rules of conduct.
Join us! Sign into your Catalyst account to get started.
General community information and support for members
Set up your Catalyst instance, start admin training, and get help
Browse Catalyst videos on how-to topics, best practices, and more
Stay updated with recent product changes, and see what's coming next
