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I don’t know what memo I missed, but I just now discovered that this button in table view of Data Designer is what determines how many and which records you see in any data designer visualization you run for that report. This seems pretty obvious now but I’ve only started using DD again recently an...
When our activities sync to SFDC, they are all tagged as the activity type 'tasks' in SF meaning there is no way to distinguish between emails and call/meeting notes. Are we able to mass reclassify all ‘Email’ Timeline activities to ‘Email’ activity type in SFDC? Thanks!Alex
I want to embed the Gainsight C360 widget into our own internal website (not Salesforce). Is this possible and any direction would be helpful. Thanks.
What has been your approach or best practice for assigning and managing an account that has 2 CSM’s assigned. The scenario can be a primary customer CSM that works in the geography of the customer corporate offices with the decision makers and a secondary CSM working in another country or geography...
Currently, we cannot trigger an engagement when user hovers over any of the UI element on their end application. This can be achieved using a badge. But one of the client doesn’t want to put badge over their application and wants to display the tooltip when user hovers over the requir...
Posting this on behalf of customer:Currently, we cannot change the font styles/size of the text in the speech bubble of the KC Bot. It would be great if we have this functionality to adjust the text in the speech bubble as per requirement. Thanks.
For those who missed February PX Office Hours. You can view the recordings here. February 10- FAQs of the Month February 17- Understanding the first mile experience by using Path Analyzer
We are using Timeline to track out time. We would like the ability as an Admin to modify what is visible when looking at the list of all the timeline entries for an account (see picture below). We would also like the ability to modify specific items without having to open up the entire Timeline entr...
Today, when creating a task from a timeline entry it creates a new CTA for that group of tasks on that timeline entry. It would be nice to be able to associate your tasks with CTAs I have already created. So when taking notes from a meeting I could associate Task #1 with a business objective CTA and...
Hi Gainsight Team,Our CSM’s would like the ability to create recurring CTAs for recurring engagements they have with their customers. Depending on the customer, they may have a different cadence set. It would be great if it could function similar to recurring calendar features where you could do the...
When building out a success plan, if the tasks list in an objective has manual changed due dates, is there any way to reshuffle the tasks so that they appear in due date order. We have some shell success plans we are testing out, but since one size does not fit all, we’re giving the task list a bit...
Curious to see how many of you have possibly created a JO event that will trigger when an assignee or status of a CTA changes? I am not seeing this is possible since the assignee and status fields are static. Any suggestions on setting this up? TIA
I can’t seem to find the answers I need to this on the support website (if anything there is lots of conflicting material around this topic) so hoping community-to-the-rescue. We haven’t yet sent any non-operational e-mails so we’re not currently using the opt-out preferences, but we want to start d...
Has anyone else found a need to update R360 attributes for various customers only to find that you have to open each customer in order to do so? A request has come from our CSM’s to enable a report so they can update the attributes all at once versus having to search for each customer and update ea...
Salesforce has a setting to enable maps and location services for any address fields. Does Gainsight have anything similar? I have address fields in my C360 attributes section and our CS team would like a similar map to what SFDC shows as well if possible.
I want to create a report that shows me overall healthscore by account over time. I can see it one account at a time but I need to produce the data for all accounts in one report.
I am trying to pull a report based on how many times we have sent a Newsletter template via JO. We tag these with a an opt out. How can I pull what opt out the email template has? I am not seeing how it joins in the data management. Or is there a way to pull what folder the email template is in?
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