I’m currently building a Client Health Report where CSMs provide monthly updates across their clients.
Challenge #1: No “Save & Resume” for Update Requests
Many CSMs manage a large number of accounts and don’t always have time to complete an update request in one sitting. Right now, they must submit everything at once, there’s no option to save progress and return later.
Requested Enhancement:
A “Save & Resume Later” feature for update requests, including:
- Ability to save partial responses
- Option to return and complete later
- Automatic reminders if not completed after a set time
Challenge #2: No Way to Trigger Actions for Unchanged Rows
I attempted a workaround where, after an update request is submitted, any rows that were not updated would be re-sent for follow-up. However, automations only trigger based on changes made, not on rows that remain unchanged.
Requested Enhancement:
Automation functionality that can:
- Identify rows included in an update request that were not modified
- Trigger follow-up actions (such as re-sending update requests) for those unchanged rows
These enhancements would significantly improve workflows for teams managing a high volume of updates and help ensure more complete and accurate reporting.
