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J
jeanettecazierParticipating Frequently
posted in Messaging (Labs)
Messaging - What are your best practices/feedback

Hello All, My team has been anxiously awaiting the release of the new messaging tool. I’m curious how you are all using it and if you come up with any best practices. I have noticed that as an admin I see every single project ever opened in GuideCX so I have shard that feedback as that is problematic. But curious how it’s working for the rest of you.

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J
7 hours ago
emaynez
emaynezCommunity Manager
posted in Messaging (Labs)
Is Messaging compatible with "View As"?

As a provider can I impersonate my customer and access messages or no?

60
emaynez
8 hours ago
emaynez
emaynezCommunity Manager
posted in Water Cooler
What kind of enhancements to Resource Management would be a game changer for you?

Hi everyone! As you know we’re looking to revamp our Professional Service feature offerings and we’d love to hear from everyone and see what kind of things would make Resource Management better than ever.I promise that we will read every single comment so don’t be shy! Let your voice be heard!

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emaynez
2 days ago
jjmcdev
jjmcdevInspiring
asked in Product Q&A
Project Notes - Is there a way to better view embedded pictures/screenshots?

I like to document any conversation in GuideCX that I had about the project in places like email or Slack.  The frustration that there really isn’t any good way that I’ve found to do that.  If I screenshot the email or slack convo and paste in the graphic - it’s miniscule and unreadable - and there isn’t any way I’ve found to make it bigger.  Here is what it looks like - from writing the notes in the task details, or from the Notes tab This is what I am pasting in: And this is what it looks like   If I try to just copy the text and paste it - I might be able read the text but it looks even worse as it takes out any graphics I’ve included in the email and put a weird placeholder icon.What are other options that I could use?

20
jjmcdev
2 days ago
dallas.doane
dallas.doaneNew Participant
asked in GUIDEcx Inspiration
KPIs/Metrics to Drive GuideCX Behaviors with Internal Teams?

Hello, all! I’m trying to create KPIs/Metrics that will help drive the right behaviors in GuideCX by my internal team members. What kinds of metrics are you all using to do this?For example, I’m going to use the Task Efficiency Report to identify patterns of late tasks for team members. This will enable me to have a conversation with the individual and ask what blockers they are facing to getting tasks done on-time.Any other ideas on what reports/metrics you’re using to drive good planning, communication, execution, etc. within Guide? Thanks in advance!

80
dallas.doane
8 days ago
eduensing
eduensingInspiring
asked in GUIDEcx Inspiration
Connect with another GUIDEcx Customer(s)

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?  

151
bellis
8 days ago
S
SCFancherNew Participant
asked in Product Q&A
How to change a project from Internal to External

I have a project created that is currently marked as an Internal project. I need to share it with my customers so they have access to it.  When I go to Add Team members on the Customer tab, it tells me I cannot add anyone because it is an Internal Project.  How can I update this so that I can now share with my clients?

191
nathanpacker
13 days ago
M
mina-fahmiNew Participant
asked in Product Q&A
Disabling Welcome Email upon project creation with recipe.

Is it possible to disable the welcome email that gets triggered if the project within GuideCX is created via the recipe builder while keeping it enabled if the user is manually added ? 

140
M
16 days ago
J
jennytracyNew Participant
posted in Onboarding Tips
Overview

Hi! One of my customers brought to my attention the confusion of the PM Note of an overview.  I never really thought about it as I craft these each Sunday before they launch on Monday, but I am now seeing that each recipient gets the communication as if I am talking directly to them!  It makes sense, but I don’t think I ever fully put it together until this very moment.I was thinking it might be nice to have a primary and then secondary notifications – meaning the main person you are working with vs the others.  Since you can only assign a task to one person, what if you could designate 1 person for the overview or create a cc for those less involved?Also, I am looking forward to hear any best practices around this effort so that I can improve things.Please let me know.Thanks! Jenny Tracy

100
J
16 days ago
Casey Wilt
Casey WiltBrainy
asked in 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!!

763
LarryGoodwin
16 days ago
Amy3
Amy3New Participant
asked in Product Q&A
Pushing an External Email Back to GuideCX

Is there a way to “send” an email from my inbox to GuideCX, so that it posts to a specific project?

311
LarryGoodwin
26 days ago
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