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John Applebaugh's profile
Gainsight Analyzer is reporting The filter "Apply to Gainsight customer" is missing - but it is checked on the rule

When scanning a rule from Gainsight Analyzer, the results show that "The filter "Apply to Gainsight customer" is missing." But examining the Rule Query shows that the box for "Apply to Gainsight customers only" is checked.

 posted 

3 days ago

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Last reply by 

Yesterday at 3:40 AM

Steve Davis's profileBrand User
Can we get search box for calculated fields

I have a customer (who by the way loves the new look of calculated fields) who would like to request a search box. They have quite a few fields on that table which would be helpful to narrow down.

 posted 

1 year ago

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Last reply by 

2 days ago

John Applebaugh's profile
Object Not Found reported by Gainsight Analyzer - Is there any easy to find where this object is located?

I scanned a rule using Gainsight Analyzer. One the alerts was that an object was not found. I can see in the results that it is a MDA type object and the object name is something machine readable but gives me little to go on to understand where this object is located and why it might be missing. Is

 posted 

3 days ago

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Last reply by 

2 days ago

Amanda Neil's profile
Timeline Category Flags

Need the ability to create flags within timeline. For example I have a timeline email related to support topics, technical issues or product related information. Would like the ability to create configurable flags for CSM's to flag and filter on within timeline activities.

 posted 

3 days ago

Irit Eizips's profile
Enable mass edit the activity timeline object

We're redoing the way we categorize activities in the timeline. We are merging a few of the existing categories and getting rid of others. It would be ideal not to have to do this manually. I was going to use Mass Edit but that only works for CTAs and Tasks.Would have been nice to be able to use tha

 posted 

5 months ago

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Last reply by 

3 days ago

Sarah Kiani's profile
Monthly Progress reports via JO

Hi all!Our CS team is planning to send out monthly progress reports to customers so they know where they are at on some important metrics. I am curious if someone has leveraged Gainsight to do this. I know we can tokenize practically any field from Salesforce but ideally, we would like to integrate

 posted 

3 weeks ago

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Last reply by 

3 days ago

Meenal Shukla's profileBrand User
Dynamically choosing the type of CTA from the Timeline

A customer asked the following: When I making an update in the 360 Timeline and create a task, why does it need to be an activity type CTA (or any static type depending on what you choose in the screen below). Can I chose what type of CTA should it be dynamically - can be an OPP, Risk or Activity, d

 posted 

3 days ago

Pele's profile
Load to Relationship: Mapping Relationship ID should still be available

The new config for the Load to Relationship action in Rules Engine is great! For the most part, I like not needing to create separate actions for each relationship type. However, I noticed that mapping Relationship ID to Relationship ID is no longer an option and for rules where I had this mapping i

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3 weeks ago

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Last reply by 

3 days ago

Gainsight Community's profileBrand User
Thank you all for subscribing to our "Beta program for Email to Timeline”!

Hi All,Use this thread to share your feedback, queries, discussions. You can also use this thread to report bugs (if any) or anything that’s related to your experience with the "Email to Timeline" feature enabled as part of Beta program in your respective Orgs. Our team is eager to receive y

 posted 

2 weeks ago

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Last reply by 

3 days ago

Ben Daniels's profile
Schedule individual reports with excel attachment

Hello,We would really love the ability to schedule individual reports as an excel attachment. The dashboard/ppt scheduling isn't an ideal solution for us.

 posted 

2 years ago

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Last reply by 

3 days ago