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Elan
ElanInspiring
asked in Product Q&A
Help me understand this report

I understand that the “Add your Team” customer task has been completed 15 times.It also looks like it has been late 7% of the time… We’ve allotted 3 business days to get it done…Where I’m scratching my head is- What does the -15 days mean?  

2193
Elan
richard.stone
richard.stoneNew Participant
asked in Product Q&A
Email Template Subject Lines

Does anyone have a list of the default subject lines for email templates?I have new templates that I want to upload but I don’t want to change all of the subject lines and I can’t find a list anywhere of the what the defaults are.Thanks!Richard

2153
Mark Mitchell
emaynez
emaynezCommunity Manager
asked in Product Q&A
How can I edit the customer's info?

There’s a typo in the customer’s info (email address), how do I edit that?

2291
Mark Mitchell
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do I edit the company name of a customer?

My customer requested us to change the name of their project and their name in the project because they recently got acquired. How do I edit their Company Name?

2301
Mark Mitchell
emaynez
emaynezCommunity Manager
asked in Product Q&A
How is the "Project Start Date" and "Project End Date" calculated?

I noticed that these are auto-populated when I spin up a project. How are they calculated?

2381
Mark Mitchell
jjmcdev
jjmcdevInspiring
asked in Product Q&A
Issue - Modifying Sort Order of Custom Fields by Drag & Drop

The second issue I found related to managing the order of the Custom Fields is the system doesn’t allow me to drag something to be the very top item.  If I drag it to the top and let go - it actually sends it all the way to the bottom of the list -  not back to where it was.

542
chrishaleua
jjmcdev
jjmcdevInspiring
asked in Product Q&A
Initial Sort When adding new Custom Fields to list

Just now starting to play around with the new Custom Fields Beta and will be posting things I either have questions about or I think is unexpected behavior. The first thing is about modifying the sort order of the custom fields. Issue/Question 1 - Initial Sort of new fieldsWhen I started I had a list of about 8 old custom fields and as I created new custom fields for this trial - I added a “*” at the beginning to differentiate them.  As I added each one it added it to the bottom of the list - which is what I expected.  Except one field - the only field that was the type of Number - it put it at the top of the list - I don’t think that should have happened - it should have gone to the bottom in the order I entered it.  

713
chrishaleua
jjmcdev
jjmcdevInspiring
asked in Product Q&A
What is "Placeholder" field in the new Custom Fields?

Can someone explain the intended use of this field?  What I was hoping it would do was for Link Type fields - whatever you put in the Placeholder field would be the Link Text - that would be a clickable link using the url entered for the field.  But that isn’t it unfortunately.  

673
chrishaleua
emaynez
emaynezCommunity Manager
asked in Product Q&A
Why am I having trouble adding a template to my project?

I have saved a template from a project plan and it shows up in the templates but when I try to create a new plan, I cannot add the template to the project because it is not showing in the list of templates.

2121
jjmcdev
S
sharonruizParticipating Frequently
asked in Onboarding Tips
Customer Success Plans?

We have a great kickoff call agenda and slide deck, but it does not include a Customer Success Plan which we are contemplating adding.  Does anybody out there have any best practices around the CS Plan or have a template to share?  I’d love to hear your input! 

4464
Mark Mitchell
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do you add third-party users?

Where do I go to add third-party users and who generally should be a third-party user?

2395
eduensing
emaynez
emaynezCommunity Manager
asked in Product Q&A
Can you assign a checklist to more than one assignee?

I can’t seem to assign two customers to one shared checklist (it’s on a single task).I was only able to assign all the tasks to one customer, and now the other customer whom I didn't assign all the tasks to can’t see the checklist in their compass view.Any tips or workarounds are welcomed!

2423
eduensing
emaynez
emaynezCommunity Manager
asked in Product Q&A
How do notifications work for participant tasks?

When will participants receive the participant task instructions and how do you resend them?

2292
emaynez
Kevin
KevinParticipating Frequently
asked in Product Q&A
Links as project attachments.

How do I add links as project attachments? There is an opportunity to add them during initial project setup, but I can’t see where to do this once the project is in progress.

2443
eduensing
bnpguidecx
bnpguidecxInspiring
asked in Product Q&A
My Window Refreshes Back to Projects View

When I have a project opened in a tab, and it has been idle for 3 hours (or so), when I go to modify that project in any way, as soon as I touch any tab, the screen immediately refreshes back to the main all projects view.  This happens repeatedly - if an opened tab has been idle for hours. To give context, when I arrive each morning, I opened up all projects that I need to work on for that day, in a separate tab. This is why some tabs, are idle for hours (because I haven’t gotten to them yet). Nevertheless, I do not expect, Guide CX to refresh the screen back to the all projects view.

2091
emaynez
inarang
inarangNew Participant
asked in Integrations Hub
DocuSign Integration

Does GUIDEcx have an integration with DocuSign? I want to automate sending a DocuSign to a client when a particular task is triggered.  Alternatively, is there a feature in GCX I could use instead of DocuSign?

2191
emaynez
jjmcdev
jjmcdevInspiring
asked in Product Q&A
Missing 2 Custom Fields after migration to new Custom Fields

I am just now logging in and looking around at the new custom fields.  I have moved from the app.guidecx.com to the new url.  And as I’m working on project I realized I had these 2 custom fields before - that were populated on all my projects - and now the fields are gone.  I used these fields to enter a link to these apps.Zendesk Ticket HubSpot DealAny idea what happened to them?  I can recreate them - but was worried when you roll this out to everyone other people might experience the same thing.

995
emaynez
Woozie83
Woozie83New Participant
asked in Integrations Hub
Zapier

My business resales a product and the business’s software we resale goes through an onboarding process where the business invites us to projects to work on with them… I want to use Zapier to automate this from our end… and I able to connect zapier if its not technically my guide CX account and I’m just the one being invited to projects?

1811
emaynez
Kevin
KevinParticipating Frequently
asked in Product Q&A
Editor for writing custom emails

Hi all. The knowledge base articles around implementing custom emails are pretty clear, but are thin on detail about how to create the template for these custom mails. I know that I need an html editor, but which one is best and how does that process work? Can I create the email and then save the html code to import into the custom email section of GuideCX? Can someone help me with this?

2052
Kevin
P
PortoNew Participant
asked in Product Q&A
Keyboard shortcut to apply URL

Is it possible a URL can be added via a keyboard shortcut? Example:Instead of clicking the link icon to add the link, I can simply press CTRL+K (on a PC) to add a link.  

1903
emaynez
emaynez
emaynezCommunity Manager
asked in GUIDEcx Inspiration
What changes would you make to this template?

Pop quiz! This template takes 53 days on average to complete. What are a few things you would do to reduce the duration?Drop your ideas below!

3303
bnpguidecx
P
PortoNew Participant
asked in Product Q&A
Notes > Internal: response via email posts as Public.

In a Task’s Notes > Internal section, I @ an internal team member in an Internal note I entered and saved. (functions as expected) The internal team member receives a ‘ <my name> mentioned you in a task on the project <name of project> email. (functions as expected) The internal team member replies to the email (functions as expected) GUIDEcx seems to capture the reply as a Public note (functions unexpectely) Expectation is that GUIDEx would capture the response as and Internal note Curious if anyone has had a similar experience.Thanks!

5308
P
emaynez
emaynezCommunity Manager
asked in Product Q&A
Is there a way to update a project with a revised template?

I have existing projects and I have made a change to a template and want to update it to all the projects. How can I do that?

2954
EHill
KimberleyFrancis
KimberleyFrancisEmployee
asked in Product Q&A
What practices have you found that help remind your customers to update their task statuses?

One hurdle that GUIDEcx users must leap, is getting their customers to start using the platform in the way it’s meant to be used--streamlining all communication into the platform with project and task notes AND updating task statuses to provide visibility and keep the project momentum rolling.We all know it’s easier said than done! It’s a new “accountability muscle” that your customers have to flex. However, there are some best practices that can be applied to increase customer engagement with the platform. What methods have you implemented that proved successful in getting your customers to update their task statuses? 

5906
VGarrison
EHill
EHillKnown Participant
asked in Product Q&A
Can you disable the "You have been added to a project" email notifications for internal users?

There are some tasks we have set for other internal teams and they really don’t need the “you have been added to a project” email, they just need the task ones.Can you disable that email? Also they really dont need the “project overview” emails, but I still want to send those to the customers. Can we disable those for specific users?

2035
emaynez
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