Request Feature

We request the ability to assign companies to specific CSMs, ensuring they can only manage the accounts assigned to them. This feature will enhance data security, improve workflow efficiency, and prevent unauthorized access to unassigned companies. It will also help CSMs focus on their designated accounts without unnecessary distractions.

I would like to get individual sub-accounts data. Things like logins, etc... Ideally I would like to see these data at indicidual level and based on the time the event happened. Also, I would like to get this data out from GOCSM for reporting needs. Can you help me?

As the subject states, User Happiness - I want to have their "Comments" and happiness level send out to slack... I see that I can see their "Happiness" level as a custom field, but I want to send out their happiness level and their comments to a slack channel if I can. How can I get access to the comments they leave? See photo of the example, how can I access these comments to send out to slack?

I LOVE GHL's Weekly Update video that updates agency users on the newest new features and functions. Would love that with GoCSM to constantly increase my knowledge and awareness of the software.

I would like all data that can be exported for each Sub Account in GHL to be accessible within the platform for use in automations.

Having the "time spent" in each area of the HL platform is great. What would also take this to the next level is to allow: Activated workflows Workflows in Draft Workflow metrics; How many active, how many have entered over lifetime, how many opt outs from the workflow

I learn via videos. Would love something like a GoCSM academy, a repository of how to use the system.

add a button to the contact record that when clicked opens up a new tab with that customer's account open from our agency

Allow agencies the option to carry forward unused CSM hours to the next month, providing an innovative way to maximize their service value and improve client retention.

To show the remaining CSM hours per the company on the submitted ticket area