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Hello, Myself and another member of my team haven’t been receiving emails when a customer contact us in messages. We aren’t receiving the daily digest or messages when being @mentioned. Also, I noticed some messages are duplicating in the system. If anyone at GUIDEcx would like a screenshot of this, please reference ticket #5346. Best,Sam
I have an old report (that we no longer use and purposely hid) that is the default when I click the “Report” section to view reports. How can I change this to another report?
Wondering how people are managing template changes & organization. Our templates are used via an integration, and so it can be challenging to make updates because projects may be created while trying to make edits and updates. I’ve started making copies of the existing template, updating it and then swapping it out. However now I have a number of templates that dont need anymore. Theres no archive and I worry about messing with reporting if I delete the templates.
When a user replies to a message via email by clicking the button within the email they received the message posted back into message thread includes the “Reply+Above+Line” text as well as the message. This should be parsed out and only content above the line should be entered into the message thread.
I am working on a Recipe to update a custom field value with the value from an integrated system. The recipe step to update project properties is asking for 2 fields - a Key and a Value. I am assuming the value in the field from the integrated system but the key is not working when I use the Custom Field Name. I was able to find the custom field id in the connectors section of recipe builder but the “key” is not part of the data that comes back when I test the code to “List custom fields”. Where do I find the key references for this step?
Hello! Does anyone know if deactivating a GUIDE (and reassigning all their tasks/Projects) also removes them from any projects they are a Team Member on? I don’t have a great way of testing and my team would like to know before they go about deactivating a user. Thank you in advance for anyone who has any answers or tips!
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?
Once you create a filter. Save that filter. Is there a way to rename that saved filter? Is there a way to make changes to that saved filter and save it again, thus updating it?
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?
Hi! I’ve got a connection looking for a Technical PM that has some GUIDEcx experience. Check it out: https://loanpro.bamboohr.com/careers/174
Hey everyone, We use GuideCX as primarily an Onboarding/Implementation project management tool. During our Kick Off Meeting with the customers we go through a slide deck with a series of Requirement Questions. For ease of viewing I use Google Slides to list the Questions. I don’t want to go out of presentation mode to stop and type up their answer - but instead will go back through the meeting transcript later to gather and document all the answers. My question is this - where do you all store your Requirements information that you gather? Our requirements are pretty simple - no need for a huge complex document. It doesn’t make any sense to go back and put it in Google Slide deck - no one will ever open that file again. I currently put it in meeting notes - in the Kick Off Task - but that also would be difficult to easily find and get back to. I was considering like a Google Sheet that is attached to the project. I think I read where I can set up with the project initiation recipe to h
We have been using GUIDEcx for just over a year. We are using it for SaaS software implementations at the Enterprise level. Our implementation plans are long and complicated. We would LOVE to chat with other GUIDEcx customers that are using it at this level as well. I am sure there are things we are doing that could be done differently or better, but we really need the perspective of someone using it in the same way. Anyone willing to chat with me?
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