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Discovery

CADdetails Analytics Integrations - Mulitple Client Request

Clients Requesting CRM / CADdetails Analytics Requests ChamClad (HubSpot) FoxBlocks (CRM: Zoho) Rite Hite (CRM) Nichiha (CRM: Salesforce) PlayPower (automated lead sending) See also the related Featurebase Post: https://feedback.dash.tryprodify.com/p/rfq-integration-with-crm-salesforce-client-will-not-go-live CRM Integration - Client Feature Request Summary: https://caddetails.teamwork.com/spaces/client-success-team/page/71748-crm-integration-with-analytics From Miranda re ChamClad Hi Team, While on a call with Jamie at ChamClad she let me know they’re using Hubspot, and Jamie asked if there was any way that the CADdetails analytics could work directly with hubspot. She also said that Rita had mentioned “Nutshell”(they’re not using that one yet) too as a potential platform to use with our Analytics. Just passing this on for future integrations. Thanks From client meeting Danika re FoxBlocks. Bonner from FoxBlocks requested an integration with their CRM, Zoho. He also was asking if he could set it up himself through Zapier. MOVED FROM CADDETAILS BOARD

El 25 days ago

6

💡 Feature Request

Client Request for Enhanced Benchmark and Usage Reporting

Summary: Clients are increasingly requesting access to deeper performance and usage data beyond the standard 12-month summary report. Currently, this requires manual pulls by the CS team, which is not scalable. Customer Needs: Visibility into overall program success and long-term performance (lifetime metrics) Insights into preferred file types by category to align content with user demand Access to asset download reports with actual counts (vs. engagement score) More granular product-level insights (not just category-level data) Access to platform-wide download data for benchmarking (e.g., total category downloads) Competitive benchmarking to understand performance vs. industry peers Detailed utilization reporting (users, unique users, visit frequency) Problem: Data is not self-serve and requires manual CS intervention Limited visibility into trends, performance drivers, and benchmarking Current reporting lacks the depth needed for client decision-making and value demonstration Impact: Reduces manual workload for CS Enables more strategic, data-driven client conversations Improves client retention and perceived value

Danika 11 days ago

9

💡 Feature Request

Cannot Edit Product Custom Fields🔵

I am unable to edit custom fields either in the product table through batch edit or in the product form. https://app.claap.io/caddetails/c-eDsAAtvmPP-OScTvedflgY8 After capturing the video, I tried uploading the custom fields through a spreadsheet but while they show in the Product Form, they do not show up in the Product Table.

El 18 days ago

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In Progress

Breadcrumbs overflow and break layout on Version History page🔵

On the Version History page, when the breadcrumb contains long names (Product, Product Variant, and Asset name), the breadcrumb navigation does not adapt properly on smaller screens. The text overflows horizontally and breaks the layout instead of truncating or wrapping correctly Steps to Reproduce: Open an Product Details Open Product variant details Link asset with long name to product variant Open asset versions history Reduce the browser width (simulate smaller screen) Expected Result: Breadcrumbs should remain responsive Actual Result: Breadcrumb text overflows horizontally and affects the layout on smaller screens

Svitlana about 1 month ago

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Queued For Dev

MultiSelect custom field cannot be edited🔵

Steps to Reproduce: Open Assets Library view. Click on “Configure table” and add a new custom field with type MultiSelect Save changes and refresh the screen Click “Edit” Click on any cell in the new MultiSelect column Attempt to view or add options Scroll horizontally while in edit mode Expected Result: Available options should be displayed correctly in the dropdown and/or user should be able to add/select values. Actual Result: Empty options appeared as selected in editable field. When horizontal scrolling occurs, edit mode is exited automatically, preventing further input or possibility to add/edit available option Video: https://app.claap.io/caddetails/c-eDsAAtvmPP-JymCHLnm5n3R

Svitlana about 2 months ago

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Completed

SLEEKFENCE (#5699) - Active User / Access Denied

Hi Team, My client, Ryan, currently has access to their analytics in the backend (their status shows as Active) however, they are receiving a “denied access” message when attempting to log in (see screenshot below). Since this is a first-year client, it would be greatly appreciated if we could get this resolved as soon as possible. Please let me know if you need any additional details from my end to help troubleshoot. Thanks in advance for the quick support!

Alice Korczynski about 2 months ago

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Completed

Folder Details Page: Batch actions are not working for subfolders🔵

When selecting one or more subfolders within a Folder details view and opening the Batch Edit menu, no available actions are displayed Steps to reproduce: Open the details page of a Folder that contains subfolders Select one or more subfolders Click Actions in the Batch Edit menu bar Expected result: The list of available batch actions is displayed Actual result: No actions are shown

Svitlana 2 months ago

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