💔 In loving memory. RIP Manual Project Creation 🪦
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When looking at reports I can only seem to sort by a specific tag, or by a collection of tags that have been used on projects. We use project tags to identify different sales reps, order methods, and products that the client is being set up with. However I can only figure out how to filter by a single tag, which means looking at one, then another, and not able to side by side compare. Is there a way to do this?
I have saved a template from a project plan and it shows up in the templates but when I try to create a new plan, I cannot add the template to the project because it is not showing in the list of templates.
As your Onboarding Partner, GUIDEcx is always looking for ways to help you work better together with your internal teams to provide a seamless onboarding experience to your customers.One way that we’ve been able to help is with our Recipe Builder!GUIDEcx provides an integration solution (Recipe Builder) for you to connect GUIDEcx to your CRM (and countless other softwares) to pass data to and from GUIDEcx.This month we’re highlighting our two most popular integrations, Salesforce and Hubspot.You might be wondering, “Why should I bother connecting GUIDEcx to my CRM?”To which I say, “Great question! We recommend it because it can save you so much time!”How does a GUIDEcx <> CRM integration save me so much time?Think of all the important information that goes into a Salesforce opportunity that you have to manually migrate into the onboarding project! Things like:Main Point of Contact name and email Type of service package purchased Custom data (like company size, ARR, etc) and more!
Want to learn more about Status Change Reasons? Check Out our Status Change Reasons Help Article to start setting up today!
My team has a very dialed onboarding process. However, our account management/ongoing customer success program could use some TLC. Can anyone in this community point me to some resources that can help us learn about best practices for customers outside of onboarding? We are looking for recommendations on PLN’s, books, articles, podcasts, blogs, etc. that you have found beneficial. Thank you in advance!
Where can i pull an external link to a project that can be shared with customers?
Will the assignee receive a notification that a task has started if I remove the dependency and backdate the task?
After removing template, can I get the attachments back or undo that change?
I’m sure I’m not the only one who is getting asked about how we can improve our AI usage at their company. Since guideCX is a critical platform for my teams, I’m curious if anyone has started to leverage AI to help increase efficiency in the use of the guideCX platform? I’m not necessarily sure where the value could lie directly, so any out of the box use cases people would be open to sharing would be really cool to hear. Would love to get some inspiration 🤓
Can you believe that we’re already in the second quarter of the year??✈️ Time flies when you’re having fun I guess 🤷This quarter we want to focus on creating connections! No, not within community (although we won’t stop you from saying “hi” to a new friend!)We’ll be focusing on connecting GUIDEcx to your tech stack! APRILIn April, we want to hear from YOU about what integrations you’ve built with GUIDEcx recipe builder! Who’s got something cool?Let us know in the comments of this post: MAYIn May, we will team up integration experts and host a few webinars this month to help you learn how to connect your tech stack to GUIDEcx. Keep your eyes peeled as we announce when those workshops are! If you don’t have Recipe Builder, but you’d like to participate please contact your CSM! JUNEIn June, we’ll be hosting a hack-a-thon! What is a hack-a-thon? Great question!A hack-a-thon is a popular event in the developer world where coders come together to develop new approaches to solving problems o
I am on the Projects view. I only have 1 column sorted. That sorted column is “completed tasks”. The results is not as expected. Please see the attachment. Why would the 10 completed tasks not be under the 13 completed tasks?
Brand new to GuideCX. Does anyone else have issues with the Task status buttons rendering properly in the Outlook Desktop application? It’s cutting off the text in the button unless I really zoom out to ~60% in the email. Works completely fine in the browser version, but this seems like a pretty significant flaw in a very common application, and most of our team and customers use Desktop.
Has anyone run into issues with being able to respond to GUIDEcx tasks via email in Outlook?A customer I am working with advised that they are unable to directly respond via email as outlook will not allow the "respond via" email. The reply-to address seems to be the issue, its not being recognized as a valid email address. Is this maybe something their IT may need to add to an allowlist? Im pretty unfamiliar with Outlook so I’m not sure where to get started in trying to help them resolve this issue.
When I am on my task screen, and I refresh the page, the task list goes to my default task view.What is the proper way to refresh the task screen, with the filters that I’m using at that moment?
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