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It would be great to able to generate a raw export of all events from all users in a given account.For example, if an account has 17 users, I would like to export an aggregate list of the “Recent Activity” in one long list for all 17 users.This would make it easy to do some Excel post-processing to ...
We have several sue cases with Data Designer and Rules where we are using Salesforce objects that, without the joins, would update real-time for CSMs. We would like to schedule as close to real-time as possible, but understand there need to be some limitations on the amount of times a job can run. ...
Hello everyone!This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, September 22, 2020 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick ans...
Current situation:The Company Object cannot lookup directly to the SFDC account, therefore, we need to import fields from salesforce to use in reports and rules. This is done hourly and is a big constraint on the system prone to errors when there is a Salesforce upgrade or changes in Salesforce. H...
Hello Gamechangers! For new visitors to the community, you might be wondering where should I get started? This article is for you! We want to help you connect with your peers and quickly find the resources that are most relevant for you. Join other Gainsight customers, like Splunk, Box, IBM, Visier...
I’m using Data Designer to create forecast reports. In doing so, I have a number of case statements to determine the forecasted dollar amount. Currently, the only field type options are String, Number and Boolean. It would be great to have Currency as an output option.
There is a common, recurring need within Gainsight when it comes to absence of data. In many, many situations, we would want to report on or action on accounts where something doesn’t exist. For example: Or things likeCustomers who have never had a CTA triggered with Reason Code XYZ Customers wit...
Whatever you write, it could be a novel, a short story, or even a poem. In short, if you are writing a text that can contain any character, the indispensable thing to make that article successful is to love your characters. This does not mean that your characters should be good people with good qual...
Report building is a bit clunky (compared to a salesforce, lets say. Or an airtable) I couldn’t figure out how to auto-sort a table that pops up from a widget # recently. So, just small stuff like that.
For customers who are required to encrypt their data at rest in S3, they can use PGP encryption and load the files via an S3 ingest rule or via a Rule with encryption enabled. If there are an errors in loading the file, it is difficult to troubleshoot the CSV file for import because it is encry...
Hi Team Currently we can’t use links in condition wait that comes after the wait timer. Do we have any idea if this can be taken up as enhancement ?Use Case: Trying to configure a program that sends an email and waits 4 days to send a second email If the recipient clicks a link in the email. I see t...
Hello, Are there any plans to introduce more fonts into the Email template builder in JO? It would be great to have a wider choice than the preset nine. Something like handwriting or more creative fonts - appreciate not all fonts can be easily read by the many email software people use these days bu...
I am using JO email templates and have multiple links in each template. I’d like to understand whether Gainsight tracks the link to youtube as well or not as I have sent more than 150 emails but not seeing any click link info. If someone can provide detailed information on how link tracking works? D...
Is it possible to have the ability to change the Font size for timeline entries? When a CSM copy and paste text into the timeline they don’t have the ability to change the font if the copy and paste renders it too small.
We have CSMs adding agendas in drafts for future calls. When pulling up drafts they see the draft date, but we would like to see the activity date as well. Is it on the roadmap to be able to customize this section?
Reaching out for a customer who would like to see the same formatting when exporting a Report to Excel and exporting to a CSV. As of now the reports show in different formats.
Hello Gainsight Community,I ran a search on the timeline to see if I could view all the the activities I was involved in, including comments. However, the search only resulted with the activities I created. Is there a way to see “all my activity” or is that an idea that has not been requested yet? T...
Hi,Is there a way to email multiple groups of participants in one program? For example to send a communication to a group of customers first, then wait a bit and based on certain criteria set in Conditional Wait, send an internal notification to CSMs or sales or other group of people ? I have only m...
Hi Admins!Those of you actively working with SFDC Sandboxes may be familiar that Gainsight provides migration a tool to migrate assets from sandbox to production or production to sandbox. Since the migration process may need the login access/credentials, are you hesitant about sharing Production ac...
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