CS Product Ideas

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6059 Posts

jaw
Team Captain
jawTeam Captain
shared in CS Product Ideas

Flag/Star Important Timeline ActivitiesAcknowledged

Hi all, One of the AMs asked if it’s possible in Gainsight to add a “Star” or “Flag” to Important timeline activities (similar to Gmail features) so that those entries/activities can be referenced later while scrolling through timeline.  Thanks,Jasmine  

11
B
Gainsight Employee: Rookie
1 hour ago
faelan_herriott
Shoshin
faelan_herriottShoshin
shared in CS Product Ideas

Post Timeline Activity to More than One AccountPlanned

Hi,  In cases where you have multiple accounts linked together through an account hierarchy, we often have the case where we would like to record a timeline activity and have it recorded on each account within the hierarchy. That way if someone records something important that relates to all accounts within the hierarchy, it won’t be missed. At the moment our team have to manually go to each account in the hierarchy and repeat the timeline entry - if you have 10-15 accounts in a hierarchy, that’s a pretty long process. If there could just be a tickbox when you are creating an activity that said ‘post to all accounts in hierarchy’ it would be extremely helpful. Any chance this is on your roadmap or could be added to be sorted in the next while? Thanks

10
B
Gainsight Employee: Rookie
5 hours ago
john_apple
Olympian
john_appleOlympian
shared in CS Product Ideas

Salesforce to Timeline set default value for NotesAcknowledged

When syncing Salesforce activity to Timeline, records that do not have a value in Description/Comments will fail because It is mapping to Notes in the Timeline Activity which is a required field. It fails because Notes has to have a value in order to save. If there was a way to provide a default value for Notes when the incoming record from SFDC has a null value for Description, that would make it easier to sync data without having to find records in the logs that failed and update. Having the option to set default in the job setup would allow for a default Notes value specific to the type of Salesforce activity being synced.

8
B
Gainsight Employee: Rookie
6 hours ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Allow inline editing in tabular reportsUnder Consideration

It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in the tabular report, edit the cell, and have that update the associated object record. 

42
darkknight
ACE
10 hours ago
jparker
Shoshin
jparkerShoshin
shared in CS Product Ideas

Predictable behaviour filtering on boolean fieldsNo Status

As a Gainsight administrator, when I select “does not equal true” as the filtering criteria for a boolean field in MDA data fetches, I expect this to be evaluate to “does not equal true” rather than “equals false”.If it’s possible for a boolean field to contain null values — which it is — then it should be possible to include/exclude these via filters.Support confirmed that this was expected behaviour and provided a relatively complicated workaround with multiple additional transform steps.My suggestion would be that, if the filter behaviour can’t be changed, Gainsight should enforce a default value on boolean fields so that null values can’t exist.

2
TMaier
Veteran Rookie
15 hours ago
E
edgarmsiRegistered User
shared in CS Product Ideas

CSM to edit parts of another CSM's timeline entriesNo Status

One of my CSM thinks it would be helpful if a CSM could edit parts of another CSM's timeline entries, such as associating with a CTA. It doesn't change anything substantial, but does allow the CSM to aggregate things.

0
E
17 hours ago
J
Shoshin
JessicaVShoshin
shared in CS Product Ideas

Attribute Table in C360No Status

Hi, We have quite a bit of data we manually enter in the C360 and was wondering if there are plans to update the functionality of the attribute tables such as:adding title section/headings to separate/group the fields  layout flexibility  adding fields and not having to line them up next to each other  layout options for 40-50 fields ability to pull in data from other objects in the account summary (e.g. leads information instead of number of leads the account has - or at least be able to click on it and bring it to the details for the leads) Thanks!

0
J
Shoshin
21 hours ago
kcsp
Veteran Rookie
kcsp
shared in CS Product Ideas

Ability to Move Success PlansPlanned

There are instances when several accounts are consolidated into one new account, or two accounts merge into one. Currently if a Success Plan is created and the account will merge with a new account, there's no way to move the success plan to the new account where the CSM will continue to manage the account and success plan. Users have to manually re-create the plan, which loses the Objective/Task created date data.

6
J
21 hours ago
angela_domenichelli
Champion
angela_domenichelliChampion
shared in CS Product Ideas

Drop-down from Timeline Activity Time starts at midnightNo Status

Minor inconvenience, but a CSM at athenahealth just pointed out when they change the time from the current time logging an activity, they have to scroll from midnight to find the correct time.  CSMs never have client meetings outside of business hours.  To reduce scrolling, it would be ideal if the drop-down started at 8:00 am or Noon instead of the overnight hours.

0
angela_domenichelli
Champion
23 hours ago
C
Shoshin
carissa curtisShoshin
shared in CS Product Ideas

Email Assist Attachment LimitationImplemented

Hello Gainsight Community, I’m struggling a bit with the size limitation when using email assist. We’ve developed a CTA for New Client Setups and part of the playbook is sending the fully executed contract to our services team to arrange the customer setup and kickoff call. For this task I created an email template that auto populates 80% of the information the CSM sends to services (big win) however, the size limitation in email assist is making thing difficult. More than ½ our contracts are larger than 2M making the email template unusable. There are other instances where we may need to scrap the email assist due to this size limitation. Before doing so I wanted to check with the community on any workarounds or ideas...thanks!

16
ssamarth
Gainsight Employee: Rookie
23 hours ago
I
indraneelRegistered User
shared in CS Product Ideas

Native language(Japanese , Chinese ) support in Gainsight

Hello Guys, We have CSM’s spread across APAC. So we are waiting for GS to roll out native language support. Is it on your road map?

4
slee
Gainsight Employee: Shoshin
1 day ago
W
Shoshin
wyattfarinoShoshin
shared in CS Product Ideas

Edit NPS Survey RecordNo Status

One of my CSMs failed to update a contact of theirs. The email field was updated in Salesforce, but the associated company was not.The result is I now have a NPS survey response attributed to the wrong account.It would be great to have the ability to swap the associated company on survey records. 

0
W
Shoshin
1 day ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Scorecard Widget Report DependenciesNo Status

Scorecard widgets moving to be in their own section has lots of downstream effects and missed considerations. One of these is the fact that we can no longer see where these reports are being used, both in the list view as well as view Analyzer. This is a huge miss. Please help.

0
gunjanm
Golden Ruler
1 day ago
katie_b
Champion
katie_bChampion
shared in CS Product Ideas

Add Advanced Filtering for Success Plan Custom ViewNo Status

The success plan list view is great, and the ability to have custom views is nice BUT why are there no advanced filters like on the cockpit custom views? Our enterprise CSMs need the ability to filter their book of business by the ECSM field we have on the company object as they are not owners on 100% of the success plans tied to the accounts they oversee. While that is one specific ask, I can see additional advanced filtering being a huge benefit for our teams.

2
anirbandutta
1 day ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Filter NPS Analytics by Fiscal PeriodNo Status

Currently we can only filter by calendar quarter/year not fiscal on NPS Analytics. Please can we add Fiscal filters too. 

1
H
Gainsight Employee: Shoshin
1 day ago
K
Shoshin
kytpowellShoshin
shared in CS Product Ideas

Unable to remove Add to Destination in ConnectorsUnder Consideration

Not sure if this is a bug or how it is supposed to function, but I am unable to remove the Add to Destination task in my connector job. I needed to add an additional merge task but now I am unable to add a destination based on my new merge. Is this how it is supposed to function and I have to create a brand new job from scratch?I even attempted to remove the daily schedule runs for it to see if that would impact it, but it did not. 

5
HollySimmons
All Star
2 days ago
G
Gainsight Employee: Veteran Rookie
gschardanGainsight Employee: Veteran Rookie
shared in CS Product Ideas

CTA Field must be editable to be used in Rules, but then the value can be changed in the CTANo Status

Posting for a customer. The use case is that they are wanting to use a CTA field in a rule additional field to assign a default a value but the only way to accomplish this is to make the field editable.The issue is that if the field is editable then the CSM or end user is able to change the default value. A workaround is: You are able to change the field back to un-editable to resolve the issue if the rule is only fired once, but for a scheduled rule this does not work. Is it possible to allow the fields to be added in the rule and set a default value, but not be editable where the end user can change the value?

2
johntrask_bt
Veteran Rookie
2 days ago
jessie_brainerd
Shoshin
jessie_brainerdShoshin
shared in CS Product Ideas

Support zip file attachments with email assistNo Status

When our customers kick off their implementations, we send them an email with the kickoff deck and a zip file of project workbooks attached. We would like to semi-automate this with email assist (by surfacing a template in a CTA task so that the end user only has to check the email, attach the files relevant to the customer, and send), however we are limited by the fact that we cannot attach zip files to emails in email assist because the .zip filetype is not supported.

0
jessie_brainerd
Shoshin
4 days ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

Dependencies - Show if Assets are in use Data Management 2.0No Status

The new Data Management UI for dependencies is an improvement, but another admin quality of life addition would be to include, context dependent for each type of asset, if it is active or not. For example:For rules, you could simply indicate if the rule is active/inactive. For reports, it would be useful to know if that report is used in a dashboard, and which dashboard(s) it is on.  This would enable admins to more easily at a glance find how to prioritize what they’re looking at and assess true dependency impacts. I’m sure this won’t be particularly easy given that each asset would have it’s own context around what ‘active/in use’ would mean, but it would be incredibly helpful.

2
christopher_sanderson
Champion
4 days ago
S
Shoshin
sami.burkShoshin
shared in CS Product Ideas

Request for Help Text Feature on CTA, SP, Activity Timeline FieldsNo Status

There are many situations where Help Text would be incredibly valuable for our users. Especially as we develop out new features and try to gain better adoption of Gainsight from our users. This request is that a Help Text feature be enabled for all fields within CTAs, SPs, Timeline Activities -- any areas where we are building custom objects to serve our users’ needs, so that we can add additional information for the user around the purpose of a field within an object. 

2
matthew_lind
All Star
4 days ago
R
Shoshin
rho_ran_experianShoshin
shared in CS Product Ideas

Gainsight Assist for Outlook - Log Email to Timeline - Log All RecipientsNo Status

Currently the Log Email to Timeline feature of the Gainsight Assist Plugin only logs the sender as an attendee to the activity.  Is there any plan to expand that to include all recipients?  This is a pain point because when the email is sent from an internal employee there is no way to log the activity to the correct Company timeline line because GS doesn’t recognize the other recipients.  

0
R
Shoshin
4 days ago
kcsp
Veteran Rookie
kcsp
shared in CS Product Ideas

Ability to Rename Fields Added to CockpitNo Status

When adding additional columns/fields to the Cockpit view, it will show the name of the field as is. Sometimes this can be confusing for fields with the same name. An example would be the desire to show the name of the Account Executive and the Renewal Manager. In the system, these are shown as Name for both. Unless the user knows the data well, they will not be able to differentiate which name is the AE and which is the RM. It would be helpful if admins were able to change the display name of fields added to the Cockpit similarly to how they can change this name in reporting to be more user friendly to end users.

0
kcsp
Veteran Rookie
4 days ago
J
j2001797Registered User
shared in CS Product Ideas

Ability to export My PortfolioNo Status

My Portfolio widget has limitations on filtering multiple columns, having the ability to export to have additional filtering options would help with a book of business with many customers. 

0
J
4 days ago
A
Gainsight Employee: Shoshin
AbidGainsight Employee: Shoshin
shared in CS Product Ideas

Ability to compare data for same months over years in report builder for same metricNo Status

Hi Team,Client is looking for the ability to compare the data in UI for same month of different years Eg: We have a users login data for months of 2021 and 2022 , then user wanted the ability in report builder (Bar chart) to have the bars for same months to be available side by side for comparison. 

0
A
Gainsight Employee: Shoshin
4 days ago
mark_deegan
Shoshin
mark_deeganShoshin
shared in CS Product Ideas

HTML Tags in Scorecard DescriptionNo Status

Hi Guys,  Im working with a customer at the minute who would like to have the ability to have links in the scorecard description to take end users to a more detailed view of what the scorecard criteria are. In order to do this, we would need the scorecard description to be a rich text area In my opinion, this is a really clever use case as it gets around some of the challenges of trying to write detailed descriptions of scorecards in a very small text area

2
angela_domenichelli
Champion
4 days ago

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