What integrations have you built with the GUIDEcx Recipe Builder?
I saw a comment on a post that this should be available again as of 4/25, but I am not seeing it. Was this delayed further?
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?
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.
This article shows that there is the ability to view a GuideCx project as one of the customers on the project. I cannot find this functionality in any of my projects. Can anyone help me find this? Is it supposed to be in the Team tab?
Brand new to GuideCX. Does anyone else have issues with the Task status buttons rendering properly in the Outlook Desktop application? It’s cutting off the text in the button unless I really zoom out to ~60% in the email. Works completely fine in the browser version, but this seems like a pretty significant flaw in a very common application, and most of our team and customers use Desktop.
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?
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?
Hi All,I am looking at using Guide CX in a Training Consultant role. Does anyone have a template they created for this role using Guide CX?
Hello All, My team has customers with a bunch of sites/locations where each site needs an entire project plan to onboard. How do you manage those using GCX? I’m just curious what other customers are doing to keep this organized and ensure the visibility for internal users and customers alike is simple as well as how you manage them functionally. Thanks in advance!
Has anyone run into issues with being able to respond to GUIDEcx tasks via email in Outlook?A customer I am working with advised that they are unable to directly respond via email as outlook will not allow the "respond via" email. The reply-to address seems to be the issue, its not being recognized as a valid email address. Is this maybe something their IT may need to add to an allowlist? Im pretty unfamiliar with Outlook so I’m not sure where to get started in trying to help them resolve this issue.
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?
if you cancel a project can the customer still access it?
Where do I go to add third-party users and who generally should be a third-party user?
When will participants receive the participant task instructions and how do you resend them?
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!
These are two very different beasts to onboard. What are some key differences and approaches to onboarding an enterprise vs. SMB account?Drop your thoughts below!👇👇👇
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