CS Product Ideas
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- 246 Posts
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Program, sending emails when token values are null.Workaround Available
Posting on behalf of a customer. Currently when sending out a program if you use a token in the email and it’s null it won’t send the email out. In the future it would be nice to have the ability to ignore this functionality and send the email regardless.
Maintain User ID fields as ID Fields in Data DesignerWorkaround Available
When fetching User ID fields from Customer Info in Data Designer it changes the fields to String type fields. This means that you can’t use an ID filed in a global filter on a dashboard containing reports built off of a DD object.
To avoid Duplicate Timeline entries in NXTWorkaround Available
In NXT we sync the CTA Tasks to SFDC org and we have also option to create Timelines from SFDC Tasks through Integration Job. If both these options are enabled then for CTA's that has timeline activities will create duplicates. Can we add a flag field/source in Task object that we can use as a filter to avoid this cases. Thanks, Prathap
Ability to edit BCC in Email AssistWorkaround Available
My team is looking into using Email Assist but it doesn't look like the emails sent don't find their way onto the Timeline and there is no option to add it. This could be remedied if we could edit the BCC of the outgoing email and add our BCC to Timeline email address.
Include the opportunity id in the export file of Renewal CenterWorkaround Available
Hi Team,Customer has the use case that a Sales Manager could go into the Renewal Center and be able to download and compare with data from other systems of operation. Currently, we are not including the field: ”Opportunity ID” as part of exportable reports from the Renewal Center. Can you please look into this and include this field in the export file from the table view.Thank you.
Sally - Access Request NotificationWorkaround Available
Currently whoever authorizes Sally is the one that gets emailed when a user requests access. I think it would be beneficial to be able to authorize more than 1 user to get these notifications incase the user that authorized is out of office. Another example would be when multiple admins are managing an instance.
Sort the records in report of C360 in Ascending order by default.Workaround Available
Example : I have a report in my C360 for support cases and I want it to sort by case number ascending not descending. Customer's ask: Sort the records in a report in C360 in an ascending order. Currently, user has to manually adjust the columns in ascending/descending order as wanted.
Ability to tag users on CTAWorkaround Available
[b]Use Case: [/b]When a manager is reviewing overdue CTAs on their manager dashboard, she would like an easy way to tag the CTA owner to complete the CTA. There is also a potential use case for collaboration when execuitng on the CTA. [b]Impact[/b]: One way to drive adoption of the system is from the tops down. When a manager finally has time to review operational reports such as overdue CTAs, it is cumbersome to then ping each rep individually to make sure that CTAs are closed out. A quick tag in the CTA comments would save a lot of time and make managing adoption much smoother. One workaround is to add an internal note timeline activity that can be logged within the CTA UI. Since this adds a timeline activity to Timeline with a link to CTA, it should work, but this adds clutter to Timeline for one off notiifcations.
Create Dropdown Category from Field CreationWorkaround Available
I think it would be super helpful if we could create dropdown list categories from the field creation page. Previously it made sense to have that only in data management because fields were also created there. Now with NXT, you create fields in the Company/Relationship/CTA tabs within admin so having to bounce into data management is an odd workflow. Additionally, I wish it were like SFDC where you could choose to leverage and already existing category (in SFDC speak that would be using the global picklist) OR you could create a new category from the field itself (like SFDC). It's pretty rare to use the same dropdown category for multiple fields.
Client Owning Tasks On Success PlansWorkaround Available
On the product roadmap call we heard that in Q1 (Feb-Apr) it's slated that we will be able to actually be able to collaborate with clients via the success plan. If we create one now, will that functionality be available retroactively on that plan when it becomes available?
Email alert/notification on a CTA/task due date.Workaround Available
Hey guys I have been speaking with a customer who would like to see users receive an email to notify when the due date for a CTA/task has arrived. We currently do have the ability to send notification when one is assigned but do we see it being possible to create notifications on due dates?
Option to pick whether to create SF Task or Event depending on activity type in SFWorkaround Available
Currently with the GS Timeline → SF sync you can create either Events or Tasks in SF and this applies to all activity types. We would like to be able to specify per activity type which type it would create. I’d see this working by moving the option to choose within the UI to the table view so it can done on a case by case. There are some required fields for events in SF (like duration) which don’t apply to some timeline entries, and currently we have to force entry of a number in this field to make it sync.
More token options for CTA nameWorkaround Available
I have a customer that would like the ability to add more token fields to the CTA name where applicable. Use case: The customer has a survey they sent out but would like to be able to streamline their process on reaching out to the customer by having the participant email token available in the CTA name that is created based on the participant response.
Ability to Link TasksWorkaround Available
When a Playbook is attached to a CTA, all Tasks show up at once, with no guardrails that require users to complete Tasks in a particular order. It would be useful if Admins could link Tasks so that Tasks appear as they become eligible for closure (e.g. Playbook X has 10 Tasks. All Tasks are greyed out, excluding Task 1. As Task 1 is closed out, Tasks 2 is un-greyed). Admins could link Tasks together, much like how survey questions can be linked, so the closure of Task X, makes other Tasks visible. I think it would work best to have all Tasks visible at once, but Tasks that are not yet eligible to be closed are greyed out so users can see all Tasks if they want to prepare beforehand, but have not yet closed out the preceding Task. Admins could define the path they want users to complete Tasks, whether it be chronologically, or custom. Currently we see that in some instances, users are closing Tasks out of sync, which we have no control over. The ability to keep users
Ability to Calculate Age between TasksWorkaround Available
Currently there ability to calculate the age of a CTA is possible, but the ability to calculate the Age of a Task or between Tasks is not. We've recently developed a Customer Journey Map that we use CTAs/Playbooks/Tasks to guide customers through their journey. Some metrics our executives are interested in seeing include how long, on average, it takes a Customer to complete a Task, Stage, and complete journey. We have the ability to determine the entire length of their journey and the length they are in a particular Stage, but do not have the ability to determine how long a customer took to go from Task X to Task Y. We currently generate age outside of Gainsight using excel formulas. If this capability was added to Gainsight's reporting capabilities, it would provide insight for us and others more easily.
Calculation Field in ScorecardsWorkaround Available
We are currently tokenizing a calculated field in Scorecard Comments. Sometimes when this number is returned in the comments adds up to 15 numbers behind the decimal. It would be nice to be able to limit the amount of numbers shown after the decimal.
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