Latest Conversations

  • •••
Cameron Wright's profile
Mass Edit selection enhancement

Hi everyone, I ran into an issue with the mass edit tool when trying to mass edit CTAs.In Administration > Calls to action I have added a closed status for the "activity" CTA Type.In the Mass Edit tool when I filter down to a specific type of CTA (without a CTA Type = Activity) I cannot select the s

 posted 

2 weeks ago

 • 

Last reply by 

1 hour ago

Isaac Lin's profile
CTA Due Dates in Rules Engine - Can we map it to a variable?

Hello,Today in the "Call To Action" action within Rules Engine, it looks like the Due Dates can only be set relative to "Run Date + n Days".Are there plans in the future to allow CTA Due Dates to be mapped to a variable rather than the Run Date?Best,Isaac

 posted 

1 week ago

 • 

Last reply by 

1 hour ago

Kate Green's profile
Success Plans Reporting

We're using Success Plans to track the first 30 or 60 days of Intensive Onboarding Support for our clients (depending on which package they've chosen). Our Adoption Specialist wants to see a view that shows each client and the status of each of the onboarding calls (individual tasks within the obje

 posted 

1 week ago

 • 

Last reply by 

1 hour ago

Chris Mudd's profile
Rule Run Dates in Future

Currently you are able to select a future date for a rule to run, however the CTA due date goes off of the current date even if you select run date in the future. It would be nice to be able to see the Due date for the run date of the rule when in the future.

 posted 

5 days ago

 • 

Last reply by 

Today at 6:35 AM

Ben Michael's profile
Assign CTAs made from timeline to task owner

I am LOVING the Timeline function to create a follow-up task. It's super handy as a leader to be able to delegate tasks to users. That said, I am almost always designating a task for the CSM. I am able to assign that specific task to them when making it. However, when I go to the CTA after logging t

 posted 

2 days ago

 • 

Last reply by 

Today at 6:27 AM

Sainyam Sandhu's profile
Is there a way we can make some of the existing timeline activity fields to allow information in bullet points?

For example, for the type weekly status meeting, there are fields such as "work completed Last week, Upcoming Work, and Current Issues" only allow limited information (short sentence). It would be helpful to allow these fields to be accept information in bullet point format or making "Notes' area mo

 posted 

Today at 1:11 AM

Meenal Shukla's profileBrand User
Templates in Timeline?

do we have predefine templates and layouts in Timeline on the roadmap?

 posted 

2 weeks ago

 • 

Last reply by 

Today at 1:08 AM

Annie's profile
ability to clone success plan

Hi there, as we are experimenting around success plan and more importantly the CSM workflow around it - some unmet needs surfaced by the current version of Success Plan functionalities. ability to clone success plan is intended to be created/updated every quarter or 6 months or annually. The plan in

 posted 

3 years ago

 • 

Last reply by 

Yesterday at 11:55 PM

Gainsight Community's profileBrand User
5.20 Release Highlights Video & Analyser Webinar

The 5.20 release is coming Tuesday, 11/13, but you can see what's new in this 10-min. video! We're also offering a live webinar on Wed., 11/14, on the new Gainsight Analyser tool which helps Admins scan their environments for configuration problems and optimize their setup! Click here to register

 posted 

2 days ago

 • 

Last reply by 

Yesterday at 11:26 PM

Alex LeGay's profile
Sending internal reports with no account relation via Advanced Outreaches

Right now, there is no way to send reports via Advanced outreach without an account id or contact id filter on each report. Is it on the roadmap to support this? In my testing, even when using a user power list or bionic query on the user object, my report emails couldn't be saved without the accoun

 posted 

5 months ago

 • 

Last reply by 

Yesterday at 11:06 PM