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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 :(
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!
Is there the ability to update the months for fiscal periods? I'm trying to create a filter based with "is within current fiscal quarter" - but I believe it's just using the standard calendar quarters. Our Q2 ends in July, whereas the default is to put it in Q3. Our SFDC instance recognizes this, but wondering if Catalyst…
I would love to learn more about plans for integration of zoom / fathom to capture meeting summaries and next steps as notes and tasks. Thank you!
I'm really struggling with Opportunity Management segments because there's no concept of Fiscal Quarter in the filters. Right now we have set the Before/After date filters manually, which then means we have to manually switch them every quarter. Is there any better solution anyone has figured out?
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 account level.
Can you use the "Current User" functionality with non-synced local fields?
We are looking at using Catalyst for our pooled CSM team and would love any dashboard recomendations or general Catalyst feedback or tips on how to make this as efficient as possible. At the moment, we have a pooled csm "user", which playbook outreach is bound to— then each of our CSMs also has their own Catalyst login.…
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 role names, emails, division (office location), and calendar links that would be ideal to map in for automated emails. We use bookit…
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