Customer Insights

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  1. Add sql connector support

    Posting on behalf, Add support for incrementally pulling data from SQL as a first class connector

    5 votes
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      0 comments  ·  Connector  ·  Flag idea as inappropriate…  ·  Admin →
    • Alert user to failed data ingestion problems due to type errors

      Currently if a blob storage data source is consumed and mapped to interactions/profiles, if there is an error with pulling and parsing data due to type/type casting errors, nothing is exposed to the user. From the users point of view nothing appears to be wrong then, expect that no data is being pulled into the interactions/profiles.

      3 votes
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        0 comments  ·  Model  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow Configuring Aliasing/Business Name instead of showing Schema Name for Columns in Widget

        As of now in list or other widgets Schema Name of Columns is shown and that can not be updated with alias or business friendly name which makes difficult for users to understand the information

        2 votes
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          0 comments  ·  UI  ·  Flag idea as inappropriate…  ·  Admin →
        • Create a Currency Type for use in Profile/interaction ingestion

          Currently you would have to define any currency type field as a double or a string if they are prefixed with a currency symbol already. A currency type will allow for better handling of these issues.

          2 votes
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            under review  ·  0 comments  ·  Model  ·  Flag idea as inappropriate…  ·  Admin →
          • Allow Calculating KPI on periodic basis even though there is no change in base Profile/Interaction

            We have date functions in the KPI that tells the age of the entity . So even if no change in record KPI should be recalculated every day to reflect the right age

            1 vote
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              0 comments  ·  KPI  ·  Flag idea as inappropriate…  ·  Admin →
            • For Graph Widget in Profile Instance View clicking a node should open Instance view of Linked Record instead Of Profile View of Related Enti

              For Graph Widget in Profile Instance View clicking a node should open Instance view of Linked Record instead Of Profile View of Related Entity which is the current behaviour

              1 vote
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                0 comments  ·  UI  ·  Flag idea as inappropriate…  ·  Admin →
              • Allowing KPI Calculation on Interaction Lifetime

                For Interaction KPIs , KPI is calculated first time on all interaction records and from next time on delta records from last run. We have scenarios where we need to calculate the KPIs on the lifetime like to calculate the lifetime of opportunity in different stages we need to calculate when the opportunity was modified first and last in that sales stage.

                1 vote
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                  0 comments  ·  KPI  ·  Flag idea as inappropriate…  ·  Admin →
                • Allowing Creating Dynamic Link on Records

                  While showing the list records, DCI has option to show as Links but that link is a static url same for all records. Instead if dynamic url can be created by using contexual information of the record to create deep link with other apps then it will be more beneficial

                  1 vote
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                    0 comments  ·  UI  ·  Flag idea as inappropriate…  ·  Admin →
                  • Support delete of Profile Records

                    DCI should support if record is deleted in CRM or from blob ingestion interaction is marked for delete then record should be deleted in DCI, otherwise KPI and data will lead to wrong information as it is included data of deleted records
                    As of now there is neither hard or soft delete option is available in DCI Production

                    1 vote
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                      planned  ·  0 comments  ·  Profile  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow filtering of the data during ingestion

                      From CRM if want to receive a sub set of data or only active data , connector should allow to have advanced filters option.

                      1 vote
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                        0 comments  ·  Connector  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow User Data Level Authorization

                        Allow support in APIs and UI to show user contexual information and ability to provision on those view As Admin or normal , as if data is sensitive or HBI then information should be seen based on user's acces only.

                        For KPIs to have this user/email should be an dimension and for Profile we should have ability to define who all users have an access. As there will be one to many relationship for a record to users user infomration could be derived from related profiles

                        1 vote
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                          0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1 vote
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                            1 comment  ·  KPI  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow the Profile View to show data from multiple related profiles

                            To get full information about the entity some time we need details from other related entity. As of now , neither we can join in View and fetch/Traverse related entity and show some of the key columns of related entity there nor we can show a list of related entity record based on records selected from main entity /vice versa other list should also filtered out

                            1 vote
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                              0 comments  ·  UI  ·  Flag idea as inappropriate…  ·  Admin →
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