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Hey! I am supporting a startup who is developing a dating app. I am helping them to create their Onboarding and Customer Success plans to they can implement the appropriate processes and systems to support them as they scale. I am curious if anyone h
Most everything I use Notes/Messages for is to document data/conversations from other places - such as my Meeting Notes. The issue is that when I paste them into a message - the formatting from the other app causes them font size to be HUGE in Messa
The layout of the view of all Message doesn’t make any sense to me. I may utilize GuideCX very differently so it just may be that perspective. At this time I use Notes - now Message more to document status and such on what is going on for each task
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 a
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
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
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
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 deactiva
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?
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 Slide
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