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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…
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
Hi team, Part of the Note template, it allows to update account field from note , is there way we can put condition there? for example if field A is true on note, then update the fields on account from note, otherwise, no update is required? Thanks Amanda
Question: Is there a way to make the "Sync to Salesforce" button checked by default? Can you sync all previous notes to Salesforce? Can you export all notes to CSV organized by customer?
I was able to export the information about the notes but have not found a way to export the contents of the notes.
Difficulty Level: Crawl Time Investment: 10 minutes There are many things that go into kicking off a successful renewal process. Standardizing this process can ensure that whether your CSM, RM or AM is running the call, they have all the information they need. The template below will: Provide your team with the necessary…
Difficulty Level: Crawl Time Investment: 10 minutes The following fields are needed to build out the Catalyst for Catalyst recurring sync note template. 🛑 If you've never created a non-synced field in Catalyst, check out this Help Center article before preceding! Meeting Recap (Account object) Mtg Recap Launch Date…
Difficulty Level: Crawl Time Investment: 10 minutes Standardizing the way your team takes notes in their recurring sync will ensure that the correct information is being captured across CSMs and accounts. By doing this, everyone on your team can have a consistent picture of each client. The template below will: Provide…
Difficulty Level: Crawl Time Investment: 15 minutes The foundation of your customer's success in implementation and future adoption starts with a reliable transfer of information from Sales to CS. This helps your IM and CS team clearly understand the customer's expectations and goals. The template below will: Use the…
We have users who are Viewers who we want to make aware of things that are recorded in Catalyst. The one idea I have come up with is to use the slack integration and notes categories to share info. I'm interested to find out if others have found other ways to do this.
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