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I am wanting to create a percentage module that displays all accounts that are currently within onboarding AND have a "Kickoff" note. I have an Account segment that has all onboarding accounts, and I have a notes segment that has "all onboarding accounts with a kickoff note". But I am unable to create a % segment because…
Hi everyone! I'm working on creating an off-boarding survey, and I'm curious to know what kind of questions others have put in a similar survey. Right now, we have what I consider standard questions: Reason for leaving (multiple choice) Rate your experience with the product (1-5) Feedback for responses < 2 (short answer)…
Can a playbook be created to notify the Customer Success Manager that an account has been reassigned to them? In other words, the only variable that changes is the Customer Success Manager.
We use Chorus to record and track client calls. The tool is capable of creating both summaries and action registers we would like living in Catalyst. Currently, moving those summaries / action registers to Catalyst is manual. I am curious if there has been any consideration or plans to integrate Chorus and Catalyst. Thanks…
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 needed based on usage and to attach a PDF of their full usage report. Right now, I can't see a way to attach or drag and…
We have generally used playbooks to remind CSMs to prep and schedule an SBR with their customers 90 days prior to a renewal date. However, with more and more of our customers moving into multi-year deals, the renewal dates might not be for another 2-3 years. How are playbooks being set up to remind CS to schedule and prep…
We have clients who book training sessions with us. I know I can capture training info in notes but I want to track the majority of the information using fields so I can sync those fields to other systems to make them easily visible. I can create the fields I need to track these but what I'm trying to figure out is how do…
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…
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