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11 Topics
A
Abbi-GeboNew Participant
asked in Product Q&A
Does Deactivating a Guide Remove them from Projects as a Team Member?

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!

102
A
2 days ago
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A
Sort on Completed Tasks in Projects View

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? 

1945
bnpguidecx
11 days ago
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A
Rename / Edit a FILTER

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?

4005
bnpguidecx
11 days ago
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A
How to refresh the Task Screen that I am on?

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?  

21515
bnpguidecx
11 days ago
Samantha-Lucas
Samantha-LucasNew Participant
asked in Messaging (Labs)
Email and Responses Duplicating

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

110
Samantha-Lucas
11 days ago
nathanpacker
nathanpackerEmployee
asked in Opportunity Network Job Board
Technical PM Job Listing

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

140
nathanpacker
16 days ago
jjmcdev
jjmcdevInspiring
asked in GUIDEcx Inspiration
Where/How do you all store Customer Requirements?

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

1021
JWilliams
23 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?  

392
JWilliams
23 days ago
emaynez
emaynezCommunity Manager
posted in Product Q&A
If I delete a customer in Program Management it should delete completely

It looks like the only way to clean up my customer list (sometimes I do a lot of testing and create a lot of test customers) is by creating a “trash can” and then putting all my test customers in there to consolidate them.

150
emaynez
28 days ago
julia.boston
julia.bostonNew Participant
asked in Messaging (Labs)
Filter / Active projects - Deleted should not show up

When you go under messages, you see a list of all projects - even deleted ones that are not in the system anymore - why? Example “A Testing 2: Onboarding” is not an active project in the system and has been deleted but still shows up on the list. The messaging should only be projects that are active with a way to filter by the status   

150
julia.boston
29 days 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?

261
ccrossett
29 days ago
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