CS Product Ideas

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5980 Posts

britton_walker
Champion
britton_walkerChampion
shared in CS Product Ideas

Date Filters in Email VariantsResponse from Customer

The advanced logic for email variant filters is great! We have been able to simplify our email processes significantly with them. However, I would suggest making date fields available as options to filter by. We have variants of an email that simply need to be filtered by whether a date field is populated or not. I haven't seen this possibility anywhere, but I am more than happy to be proven wrong.

6
ssamarth
Gainsight Employee: Rookie
6 hours ago
rajasekhar_parasu
Gainsight Employee: Rookie
rajasekhar_parasuGainsight Employee: Rookie
shared in CS Product Ideas

How to find the skipped rulesNo Status

A rule chain was scheduled run every day at 6 AM. but unfortunately, it didn’t ran on 3rd Feb.But customer observed the same after 30 days. It could be great if we have a feasibility to know the list of rules which didn’t ran on a particular day.Currently, we can get the notification for failure/Success rule status but we don’t have an Option to get notified for skipped rules. It’s difficult for customer to check manually for every day. 

6
N
1 day ago
K
Veteran Rookie
kstimVeteran Rookie
shared in CS Product Ideas

Make the Gainsight App More User-Friendly on iPadsNot Planned

Hi all,We have a user who would like to use his iPad to take notes on within Gainsight while in meetings. While the Gainsight app appears perfectly fine on a mobile device, it does not seem optimized for iPads. When using the app on an iPad, the app appears to be stuck in vertical orientation with no option to orient horizontally. You’ll also notice (see screenshot here, blocked out for security purposes) that the app appears to remain the size as if it were still open on a mobile device. You’ll also see a screenshot of the virtual keyboard that is very difficult to use with the app functioning this way. I’m wondering if anyone has any suggestions for optimizing the Gainsight app on an iPad, or if this idea may even be in the roadmap as a future implementation. Thanks!  

5
R
1 day ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Sync Picklist Values based on Value not API Name in SFDC ConnectorNo Status

When syncing picklist values to GS via the SFDC connector it matches based on the SF API Name instead of Value, this means if values are re-labelled in SFDC and we want to show the same update in GS the sync no longer works. E.g. here the M&A option has it’s value been changed to Media & EntertainmentSo we’ve updated the name in GS too;  But now any attempting at syncing fails for records with these values;    

2
jeffrey_boyer
Gainsight Employee: Veteran Rookie
1 day ago
J
Shoshin
john.cowlesShoshin
shared in CS Product Ideas

Google Calendar - Change Default Activity TypeNo Status

The current default for the activity types that are created by the google calendar integration on the home page is “Meeting”.  Unfortunately, that is an inactive activity type for us and not one we want to use.  We would like the default to be one we have called “External Meeting”.   We would like a configuration to determine what the default should be.  Even better would be have filters to define what the default should be.  For example, if all the attendees have an internal domain email, then make the default “Internal Meeting”.  If any have an external domain, then make it “External Meeting”.  

0
J
Shoshin
1 day ago
J
Shoshin
john.cowlesShoshin
shared in CS Product Ideas

Google Calendar - Only include attendees that accepted meetingNo Status

It would be nice if the attendees that were capture for the activity were only the ones that accepted the meeting invite.  We noticed that it will include all attendees regardless if they plan to attend or not.  For example, we had one meeting with 20 external attendees that were invited, but maybe only 10 accepted. The CSM had to manually identify and remove the attendees that didn't accept the meeting.

0
J
Shoshin
1 day ago
J
Shoshin
john.cowlesShoshin
shared in CS Product Ideas

Google Calendar - Don't show declined meetingsNo Status

Currently, the google calendar integration is showing meetings that I have declined.  There is no reason I can think of to show these.  I would never add an activity for a meeting I never attended.  Think these should just be filtered out or have a configuration setting to turn this on or off.  

0
J
Shoshin
1 day ago
mindy
Gainsight Rookie
mindyGainsight Rookie
shared in CS Product Ideas

Associate tasks to existing CTAs when creating a task within a timeline activityNo Status

Right now all tasks created within timeline activities create a new CTA called “to do: activity name”. Sometimes these tasks are related to existing CTAs and we’d like the ability to put those tasks under the relevant CTAs instead of creating a new one.What this would look like is that when naming the due date and owner, we could also just name the CTA (if one already exists already) that the tasks should be created under.It would be nice if the CTAs within that company/relationship were already there as a picklist instead of having to search for it by name.

0
mindy
Gainsight Rookie
1 day ago
angie_delarosa
Gainsight Rookie
angie_delarosaGainsight Rookie
shared in CS Product Ideas

Reusable Survey Link Associated to Account/ContactNo Status

Hello! My team has a feature request for Surveys. Currently, you need to use non-anonymous surveys to track the account/contact submitting the survey. We are rolling out a self-assessment survey, similar to Gainsight's O2 framework, as a pre-requisite for Success Planning. We would like to offer this to customers with a reusable link but associate to the account/contact after the survey submission, which is not available today. We will be proactively sharing this with our dedicated CSM and Low Touch customers via programs/email assist. However, we would also like to publish in additional places so all customers, including Tech Touch, can find/submit organically. Ideally, we would like to post a reusable link in-app (via Pendo), our customer training site, and emails sent outside of Gainsight. Thank you :)

0
angie_delarosa
Gainsight Rookie
1 day ago
hardik_mota
Gainsight Employee: Champion
hardik_motaGainsight Employee: Champion
shared in CS Product Ideas

Re-assign ownership of objective CTA's via Mass EditNo Status

Hi Team, Currently, we won't be able to use the CTA Object in mass edit to change the owner of the objective as an auto-added filter is in place.  Customer would like to be able to reassign the assignee. I know it is not on near term roadmap. But can we priortize it? Customer has to do lot of manual efforts to change each assignee.  Best,Hardik 

7
duncan.young
Gainsight Rookie
2 days ago
B
bbovacontiGainsight Community new member
shared in CS Product Ideas

RFE: Ability to save CTA comment draftsNo Status

Posting on behalf of the customerCustomer wants to be able to complete other actions while editing comments on a CTA, without the comments disappearing before saving. Something similar to the timeline draft functionality. Is this something that we can create a roadmap for?

0
B
2 days ago
M
michelle_shottsGainsight Community new member
shared in CS Product Ideas

allow bulk updates to Gainsight timelineAcknowledged

we have a few use cases where having the ability to write to Gainsight timeline in bulk would be highly useful   Examples: If a CSM leaves PatientPop without notice, we would like to bulk upload an account transition note into timeline for all of their accounts at once rather than one by one.  If a CSM gives their notice, we'd like to bulk upload their account transition notes into timeline using a spreadsheet rather then have them tediously click through each account individually.  When we receive a survey response from a customer to our various CSAT, NPS and product surveys, we'd like to automatically record the score/verbatim feedback into timeline. 

8
anirbandutta
2 days ago
Chelsea.holfield
Gainsight Rookie
Chelsea.holfieldGainsight Rookie
shared in CS Product Ideas

Ability to Add new fonts to Email templatesNo Status

It would be great if we had the ability to add additional fonts to the email template editor in Journey Orchestrator. Our company has updated our branding and would like to use specific fonts for contacting customers. 

4
J
2 days ago
kcsp
Veteran Rookie
kcsp
shared in CS Product Ideas

Make Column Width in Rules Engine StickyImplemented

The new Horizon UI for Rules Engine cuts off the rule names. In order to see them, I have to change the column width, but it doesn’t stick so every time I navigate away and back I have to readjust. If it can be made either sticky or dynamic to fit the rule name this would be better.

6
zach_davis
Gainsight Rookie
2 days ago
J
Gainsight Rookie
jkolleGainsight Rookie
shared in CS Product Ideas

Enhancement Request - Publish Program without a Participant ListNo Status

Working in JO I see you can’t save a program unless you have participants. We setup the criteria for the participants but due to the filters no one met the criteria for that day. I should still be able to save the program with the understanding that eventually someone would meet the filter criteria and the program will run. I saw another post with this issue and the workaround was to create a dummy record that met the criteria so you could save but would like a better solution to save the program even if no participants meet the filter criteria yet.Here is the older post with the workaround marked as solved. 

2
L
Gainsight Rookie
2 days ago
jagadeesh_kumar_paidimarri
Veteran Rookie
jagadeesh_kumar_paidimarriVeteran Rookie
shared in CS Product Ideas

Support Mass edit reports in HA enabled org for 360 page configurationsNo Status

Hi Team, Posting this request on customer’s behalf.With HA enablement Mass edit reports are no longer supported to be added as related lists in 360 pages which makes it difficult to achieve certain use cases like below. Use case:The mass edit scorecard reports on the C360 give us a good visual of all the "child" accounts underneath the Parent using Account Hierarchy.

6
Jef Vanlaer
Champion
2 days ago
Sashank Goparaju
Gainsight Employee: Shoshin
Sashank GoparajuGainsight Employee: Shoshin
shared in CS Product Ideas

Allow fetching TIMESTAMP_NTZ data type from Snowflake Connection.Implemented

Hi Team,As per current product setup and support article: https://support.gainsight.com/Gainsight_NXT/Connectors_(Horizon_Experience)/Sightline_Integrations/DB_Based_Connectors/Snowflake_Connector, Gainsight does not support fetching TIMESTAMP_NTZ data type from Snowflake (Attached screenshot from support article). We have a use case where we are looking to import a field from Snowflake with the Datatype of Timestamp_NTZ. Can we please consider this? Also, please let us know if we have any workarounds until this gets implemented

6
anirbandutta
2 days ago
A
Gainsight Employee: Rookie
Amrith82Gainsight Employee: Rookie
shared in CS Product Ideas

Linking multiple opportunities to a CTANo Status

Hello Team,One of the Customer Simondata has requested for a feature request where they can link multiple opportunities to a CTA. Currently we can link only one opportunity to a CTA. The users want to link more than one opportunity to a CTA. 

7
rahul_prayakarao
Gainsight Employee: Veteran Rookie
2 days ago
J
Gainsight Rookie
jeffmanciniGainsight Rookie
shared in CS Product Ideas

Real-time rules triggered from objects that are commonly updated in real-timePlanned

99% of the changes we make to the Company object are done through scheduled rules. Our CS team generally does not make manual updates (by design.) This sort of defeats the purpose of real-time rules for us, since they would only be triggered when our SCHEDULED rules change something in the company object.I would love to be able to trigger real-time rules based on changes/updates to objects that are more likely to be updated in real-time. Example objects would be - survey objects, timeline activities, CTAs, etc. 

14
A
Team Captain
2 days ago
T
Gainsight Employee: Rookie
tejkumarGainsight Employee: Rookie
shared in CS Product Ideas

Can we support the Data designer objects in the Gainsight home filtersAcknowledged

Can we support the Data designer objects in the Gainsight home filters.

5
travis_floyd
Veteran Rookie
2 days ago
travis_floyd
Veteran Rookie
travis_floydVeteran Rookie
shared in CS Product Ideas

Allow the same level of Global Filter configuration on Gainsight Home as is available for DashboardsUnder Consideration

The limitations of the GS Home filters are now even more apparent now that we can have different GS Home Layouts and assign them to other users.  In the current configuration the Cockpit and Timeline sections of Gainsight home are filtered to the CTAs and TL Entries that are linked to the COMPANY objects that the user filter identifies.  If the User (CSM, TAM, etc) has CTAs or TL entries linked to companies outside that filter logic, they do NOT show up.  This became very apparent when we made a layout for our TAMs who support many customers where they are not the “dedicated” TAM on the account, and their CTAs and TL entries do not show up in GS Home.Another issue with the limited configurations is the inability to apply a filter to a different data object other than Company or Relationship.  This makes it impossible to filter Data Designer data sets, or SalesForce Data sets like you can in the Dashboard Global Filters.  I get that it is trying to make it simple, or easy, but limiting

2
sarahmiracle
All Star
2 days ago
N
naushin.shaikhGainsight Community new member
shared in CS Product Ideas

Conditional Hide/Show text area of email template in JONo Status

While sending emails to customers from JO we need an option to hide or show the area of text from email templates For eg.Customer A has purchased 3 products, the email should sayproduct A: 100% deployedproduct B: 80% deployedproduct C: 60% deployed Customer B has purchased 2 products A and B, the email should sayproduct A: 100% deployedproduct B: 80% deployedand it should hide other products from email template.

0
N
2 days ago
katie_b
Champion
katie_bChampion
shared in CS Product Ideas

Reporting on Multi-Select Picklist FieldsUnder Consideration

We have 6 multi-select picklist fields we are currently using to track feature limitations that are blocking our customers from moving to the next generation of our product. These fields represent 6 main product lines and have anywhere from 3-16 feature options each. I have a few requests from our team to report on these items in the following formats... 1. A pie or bar chart showing the total number of accounts that have each feature selected 2. Report of the top 5 features across all 6 product lines The issues I'm running into are 1. These are 6 different fields and 2. Gainsight doesn't allow us to group by or aggregate multi-select fields. The only reporting option I've been able to come up with is just adding all 6 fields in the 'show me' section of a report along with Account Name and enabling row grouping by account. The only way I see today to show a count by feature is to filter by an individual feature and create a widget for each one....which isn&

11
anirbandutta
2 days ago
cameron_wright
Gainsight Employee: All Star
cameron_wrightGainsight Employee: All Star
shared in CS Product Ideas

Cockpit Column name handlingNo Status

We are finding different functionality in NXT vs SFDC when it comes to Cockpit columns,  In SFDC if we go to add “priority name” we get the column header to show “priority name“ as expected.  In NXT when we go to add the same it shows in the config Priority > Name and then only shows the name:  For ease of use, we would like the ability to either add an alias or both names in the field.

1
sarahmiracle
All Star
2 days ago
A
Gainsight Employee: Shoshin
achamariaGainsight Employee: Shoshin
shared in CS Product Ideas

Adoption Explorer Last ModificationNo Status

 Is there a way to see Last modification in Adoption Explorer ? It would be a great feature if we can see the last modification in Adoption Explorer.

0
A
Gainsight Employee: Shoshin
2 days ago

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