The most recent content from our members.
Difficulty Level: Walk Time Investment: 10 minutes Champion departure is the #1 reason for churn, along with new Exec hires. Each year, 20% of the workforce changes jobs and this number only continues to climb in 2023. Catalyst’s Champion Tracking solution, powered by UserGems, enables teams to protect their #1 revenue…
I would like to calculate a field for last EBR and next EBR based on when the note was logged and category = EBR
Hi There, Is there a way to create a "count" of say, cases on an account in a given timeframe. We would ideally filter by Case Record Type, then create count using a calculated field.
We are gathering customer feedback from Zendesk tickets and it looks like ticket csat response comes through in Catalyst. Is there a way for me to make a dashboard: On the account level-- so I can see average of zendesk responses over time for a particular account On a global level-- all zendesk responses over time…
WOW!! 🎉 Very excited to see that users can choose a field type when creating a custom formula calculated field. By multiplying a decimal field by 1 (or 100) to build a formula and choosing a custom field type, this solves for two common asks from customers: Display a decimal field from a data warehouse as a percentage or…
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