CS Product Ideas
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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
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.
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&
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.
Hi all,Within the Horizon Analytics version of Rules Engine, it’s nice to be able to expand the Rule Name section to see the entire name of the rule without having to wait for the tooltip to pop up when moving your cursor over it. However, when I drag the bar over to see the entire name and then switch to a different folder, it reverts back to its default position and I have to move the section line again. It would be nice to have this auto default to show the entire rule name in Rules Engine and when switching between folders if possible. Thanks!
This is specifically about the event data you can download on a successful execution.Currently when you download it, it’s just columns of ID’s - no headers, nothing to indicate what anything means or what the IDs are associated with. It would be nice to have some indication of what object a column is referencing, if it was the ‘old’ or ‘new’ ID, or if both are present. Really any context at this point would be an improvement.
Love the new Calendar integration on Home page. One thing that is a pain point is that when adding an activity from a meeting here, it auto-selects the customer. This is fine, but the ability to edit once auto-selected would be extremely helpful as it doesn’t always select the right account. Further, all of my colleagues are contacts for an internal account in Gainsight. Internal meetings that are about a customer are defaulting to the internal company and we can’t change it to the right customer account once the system auto-selects the company.
I am currently working on a survey and translated the survey in French. Everything worked, however, once the response is submitted, the Thank you page is only in English. It would be very convenient if there was a way for it to be translated as well.
Something that’s been recently driving me nuts is that when you sort on a number field, the report builder shows null values first. This behavior makes no sense. For example, in this report, I’m trying to sort on “total accounts.” When I sort by fewest, I get the following, which is expected: However, when I reverse that sorting and therefore expect to see the highest number on down, I instead get all the null values first. This makes no sense! I checked Excel just to make sure I wasn’t crazy. Here’s how Excel functions with null values - notice how null values aren’t considered. This is how Gainsight’s report builder should function too.
I have a requirement where in I need to show the percentages of emails clicks and open rate of emails delivered through a program (AO Analytics object) and this is useful when representing them in Dashboard as the percentages speaks more than numbers. Even though we show them under Program analytics tab, but needs to report using report builder. Could you please advise.
Make Timeline + Calendar widget expandableAcknowledged
I also find it annoying that the Timeline + Calendar widget is not expandable.We’re limited to this very slim and narrow window which is not a great experience when reviewing a whole host of timeline activities.Would simply like to make it wider!
GS Assist Gmail Plugin - activity date/time matches email metadata instead of date/time of email being loggedAcknowledged
Using the GS Assist Gmail Plug-in, when logging an email thread, or a received inbound email from a customer (not when logging from the Compose window), the Activity Date/Time that syncs back to GS Timeline is the date/time the email was logged, not the date/time the email was received. Meaning, that if a customer emailed me on November 10, and I was out of office that day, so I logged it to timeline on November 11 when I was back in office, the activity date/time for the email activity in timeline would show as November 11. My request is for the date/time on the activity logged in Gainsight match the email metadata of when the email was received.
Add ability to update playbooks on existing CTAsUnder Consideration
I thought the capability already existed, but it appears updating a CTA will only apply a playbook if there was not already a playbook attached. I've never had a situation arise, until now, where I needed this capability - but I can see a greater need for it down the road. Is there any reason why this functionality shouldn't be possible? If not, I would like to request that it get added, because there's definitely a solid use case for it. If I've missed something, and there IS a way to update playbooks on existing CTAs (without deleting/readding) then please let me know that as well.
A recent source of frustration has been that MDA objects only allow me to go 3 levels deep. SFDC objects appear to let me go at least 5 levels deep. This limitation on MDA objects has hindered me from setting up a global filter for Directors (i.e. the CSM’s Manager’s Manager). When the report is built on Timeline, for example, I’m only able to go from Timeline → Company → CSM → Manager ID and then I’m stuck. I’d like to avoid creating yet another new field on the user object if at all possible, but I don’t see a way around it.
Reports editability in DashboardsNo Status
It would be more convenient if changing the field label would show the old field name with values in reporting before the change has been made and the new field label with new values after the changes has been made. This would not throw historical data off of reporting.
Email Assist Sending LimitationsImplemented
Hey Team! Right now, we have a functionality limitation with Email Assist that some of our Customers are looking to see expanded. In Email assist, we can only send out 10 emails from any one Email Task on a CTA. However, some use cases might have our customers sending out 20-30 one off emails by their CSMs to Contacts from another company. With this hard limitation on only being able to send out 10 emails via Email Assist, we're cutting off certain use cases for our customers! As always, thanks for the consideration. Logan Thome
I have often come across a Use Case where duplicate Users show up in search while applying filters in Dashboards or selecting names for some dropdown fields. This is because we get to see inactive users as well. Can we have roadmap/workaround to avoid ambiguity in such cases?
Hi Team, Posting this request on behalf of customer. Currently we are allowed to search inactive users and we are able to add them as internal attendees to activities.Currently we are searching whether the user type is internal or not and are not having any additional filter while displaying the internal attendees.We have below feedback from one of our customers and wants to restrict the search to display only active users.Feedback from customer:While I see the logic in including inactive users who may be relevant, the execution of this is flawed. The correct behavior would be to prevent adding these inactive users to any new activities or journeys once they are inactive.Currently, the system allows the same activities for active and inactive thereby making no differentiation. It causes more harm than good. I have processes going to users who are no longer with the company and we only find out once the harm is done.
I would like to be able to delete customers from Gainsight that have changed from Active to Inactive status in Salesforce. Ideally I'd be able to do this with a Rule, but support has advised me that is not currently possible. The two manual options they provided are (1) to delete them manually (I filtered the Customers page on status, chose the Inactive ones, and had to delete one by one using the trash can icon; obviously I'll need to repeat this daily or weekly or monthly), or (2) to create filters to filter them out (which seems less safe to me in case a filter gets missed, then the total on the Customers page won't equal totals on dashboards). It would be great to do this nightly with a Rule. Thank you!
Hi everyone - [url=https://community.gainsight.com/conversations/customer-ability-to-modify-g360-reports-5bc73e18e4b04588aaf86a81]I saw this post[/url] from a couple years ago about allowing more flexibility in G360 reporting. It's marked as "implemented," but I would argue that it's not really implemented. It's just telling customers to get in touch with their CSM to export all their usage data out of GonG. That's more of a workaround than a solution. I'd like to see us allow admins to access their usage data within their system out of the box as soon as they turn on the G360. Reason I bring this up is we get semi-frequent CSA requests from customers wanting our team to put together custom usage reports that they're unable to configure in the G360. This takes up quite a bit of time for our team and likely is frustrating for our customers too. If we could just let customers configure their own reports, it would be a win-win.
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