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pandaNew Participant

Good morning all,I tried searching the help center first but didn’t see an actual answer. So I found where clients can create a password but it doesn’t really work since it won’t let them create one without a “current password”. If you click on “forgot password”, you just get caught in an endless loop of email links and no actual passwords can be created. Help! Original question (answered):Can clients/customers we’ve invited to a project create a password for their project? Or can they only get to the project via the links in the emails? I’ve had a few customers mention that they haven’t seen an option to create a password and some have the experience that the email links don’t work properly (which I’ve only noticed happens whenever the system is down). But I have a few clients who prefer to set up a password. Thanks!

6 days ago

EHillKnown Participant

Customer Roles + View As (Labs)

ETA for Return of Beta

I saw a comment on a post that this should be available again as of 4/25, but I am not seeing it. Was this delayed further?

6 days ago

Greg AbtsNew Participant

Product Q&A

Salesforce Report with Status Change Info?

Salesforce is the common tool that unites many departments in our organization. Because of this, I tried to incorporate Project Level Status Change Reasons/Descriptions into a dashboard but didn’t see those details in the GuideCX Projects report. Has anyone found a good way to incorporate those details into Salesforce?

6 days ago

hummingbirdjamesNew Participant

Product Q&A

Issues with Customer Facing Assignments

My customer screen shared that they don’t have assignments under their name. However, when I log in, it shows that I’ve assigned tasks to them.

6 days ago

cmelanconInspiring

Customer Roles + View As (Labs)

Incomplete display of large teams with View As turned on

With the View As feature turned on, I had an onboarding manager notice today that they could not see a customer team member to edit them.We have a particular project where there are a large number of people involved for, well, reasons. There are 33 team members on the customer team - visible with View As turned off: With View As turned on, there are 7 cards shown (plus the blank that showed up when I clicked Add Another Customer). The other team members are inaccessible: My manager noticed a typo in someone’s name and was unable to find them to change it. I was able to turn the feature off and find the user to edit them, but there doesn’t seem to be any indication that there are more users or means of loading more into the view.

10 days ago

Iyin.SNew Participant

Getting Started with GUIDEcx

Internal Tasks

Why can’t I set a task from Regular to Internal in Guidecx

14 days ago

GenevieveEasterlingEmployee

Opportunity Network Job Board

Persona is hiring for Enterprise CSM, Scaled CSM, and SE Roles (Hybrid in SF or NY)

Persona is the leading online identity verification software. They have a dynamic team that are tackling an interesting and quickly growing space. We’ve been fortunate enough to work along their implementation, solution engineering, and customer success teams and I’ve been very impressed. If you are based in SF or NY they have several hybrid roles open! https://withpersona.com/careers#open-jobs

15 days ago

MRickettsParticipating Frequently

Customer Roles + View As (Labs)

Error loading teams data

When I activated View As functionality in Labs, we now get many errors when attempting to load the project team page.Sometimes it works fine, it seems most of the time we get this error.</>ErrorSomething went wrong when loading teams data Sometimes if we just sit on the screen it eventually loads the team, sometimes not.

16 days ago

MRickettsParticipating Frequently

Customer Roles + View As (Labs)

Project Team Builder gone when View As enabled

Is it the expected behavior that the Project Team Builder functionality is removed if using the new View As functionality? If we turn on the feature, the team builder blocks are gone and they reappear if we turn off the feature. I’ve confirmed that there are project tasks in the plan that have functions assigned to them.

16 days ago

MRickettsParticipating Frequently

Customer Roles + View As (Labs)

Not Applicable tasks display when using View As for customers assigned Compass view

Now that we’re finally able to try this out, we noticed that when doing the view as feature with a customer that is assigned to the compass view, the scroll of tasks that we’re working on also includes tasks that are set as Not Applicable in the project plan.

16 days ago

cmelanconInspiring

Customer Roles + View As (Labs)

Incomplete display of large teams with View As turned on

10 days ago

Iyin.SNew Participant

Getting Started with GUIDEcx

Internal Tasks

Why can’t I set a task from Regular to Internal in Guidecx

14 days ago

MRickettsParticipating Frequently

Customer Roles + View As (Labs)

Project Team Builder gone when View As enabled

16 days ago

cmelanconInspiring

Customer Roles + View As (Labs)

Discrepancies with Internal Team Members with Labs feature on vs. off

With the View As feature turned on, I attempted to remove someone from a test project, or from a role in a test project. Either activity resulted in an endlessly spinning circle on the dialog to remove them.I switched the feature off and the user did not show up on the internal team at all.I added a new user to replace them in that role and with the view as feature off was able to assign them the same role.With the feature turned on, now I show two people in that role. The original user (X in the screenshots) and the new user (4).Screenshots:View As On: View As Off:

23 days ago

EHillKnown Participant

Product Q&A

Help with "Status Change Reasons" Report & tracking project status changes

Hello, Ive been trying to leverage the Status Change Reasons report but noticed that it does not track when statuses are changed *from* the statuses, so we cant really track how long they were “on-hold” for.Additionally there are two cards that never have any visualization. The “Reason Group - Done” & “Change Reasons - Done”. It doesn’t appear that change reasons are available for the done section. Can anyone advise on how to get the data I’m looking for and how to use those two cards?

1 month ago

Casey WiltBrainy

Water Cooler

In-App Guided Training Platform - Are you using one?

I was talking with a colleague about basic training for new users in applications, and how a lot of websites/apps are running with tools like WalkMe, Userpilot, etc to give step-by-step training on a DIY basis. Super cool. Wanted to pick the brains of this community to see…What in-app training tool are you using? Are you using with web-based (browser access) tech, desktop, or both? What do you love/hate about it?Exploring options to bring to our team for future enhancements - thanks for any input!!

1 month ago

ccrossettCommunity Manager

Product Q&A

Project Summary Details

Hello friends, As we work on building out the new Board/Plan view we are planning to continue displaying the Project Summary Bar at the bottom of the page. Right now the plan is to display the same data and to mimic the legacy version. I am curious though if there has ever been a metric that you would want included in this bar that isn’t currently part of it? I don’t plan to overstuff it, but would be open to adding metrics if it made sense. Any thoughts or input?

1 month ago

CaraNew Participant

Integrations Hub

Guide CX and Slack integration

I have intergrated Guide CX with Slack, created a new channel hoping that any internal notes added in Guide CX would appear in my newly created Slack channel to notify the right people to assist me in answering my customers questions. However this is not working. I followed what you showed on the video eg. #slack:cara but nothing came through. I’d also like to see how we can intergrate Hubspot to eliminate manual tasks and when a new customer signs wondering if this would trigger an automatic project set up in Guide CX?

1 month ago

rlundbergNew Participant

Integrations Hub

Monday.com and GUIDEcx

I'm building a recipe that creates projects from a Monday board's sub items as opposed to the item. I want to push the project ID back to the Monday board's sub items after project creation, but the Board ID field does not accept any datapills for the “Update Item by ID in Monday.com” action. The board ID for a subitem is unique so using the item’s board ID (which is static and easy to find) won’t work. Is it possible to update a Monday board subitem from Recipe Builder?

1 month ago

willpattersonInspiring

Water Cooler

Anyone using SMS to text/engage with customers during Onboarding?

The customers we support LOVE engaging via text and we see much higher response rates when we reach out via SMS instead of email or phone.We currently use Zoom Phone, but it’s been cumbersome.Difficulties in associating conversations back to the SFDC Contact If PM’s out OOO - it’s not easy to route text’s to other team members. The App doesn’t do a great job of notifying our PM’s when a text comes inI’d love to know if anyone else is using SMS within their projects and what platforms/tools you’re using! I know Guide released SMS notifications, but we’re looking specifically to reach out, engage, nudge, ask questions, etc.

1 month ago

Member Hub

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This channel is dedicated to those who provide customer onboarding experiences powered by GUIDEcx and would like to learn, connect, and grow with others that use GUIDEcx.

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