CS Product Ideas

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5985 Posts

meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
shared in CS Product Ideas

At mention parity with ChatterUnder Consideration

When are following things tentatively on roadmap for at mention capabilities in Timeline? Add Account name to the email notification that comes in when someone at mention in Timeline? Ability to reply to the at mention email - or a way in which the email can come from the person who at mentioned so that people can respond to a real email?

1
sai_ram
ACE
2 years ago
devin_stevens
Gainsight Employee: Champion
devin_stevensGainsight Employee: Champion
shared in CS Product Ideas

Remove Required Email from JO ProgramsUnder Consideration

With Journey Orchestrator’s ability to create calls to action, call external API’s, and trigger PX engagements….use cases that don’t involve email are climbing quickly! It would be nice to remove the email field as a requirement in every program. Just becomes a bit of a nuisance in query builder to have to find one to use when you know you don’t need it.

1
nitisha_rathi
Veteran Rookie
2 years ago
sierra_evans
Team Captain
sierra_evansTeam Captain
shared in CS Product Ideas

Support Rich Text in Share 360 Notes SectionAcknowledged

Hello,  Currently, the notes text box for Share 360 is only formatted for plain text. Our team is beginning to use Share 360 heavily for operational reviews with customers and would like to have rich text formatting for bullet lists, etc. 

1
gopal_rao_kallepu
Gainsight Employee: Rookie
1 month ago
S
Gainsight Rookie
sarthaksubudhiGainsight Rookie
shared in CS Product Ideas

Change in Report Name not reflected in C360Under Consideration

If report name is changed of a report which has been added to C360, the name change does not get reflected on C360. However, once the report is removed from C360 and added back again to C360, the report name change does get reflected. Ideally, the change in report name should reflected on C360 without the admin taking any additional actions.

1
sai_ram
ACE
2 years ago
N
NedLanganGainsight Community new member
shared in CS Product Ideas

Allow score measures to be hidden and reportable before adding to scorecardsUnder Consideration

When building out new measures for scorecards it would be great for Admins to be able to run reports on the new measure prior to adding it to the scorecard. This will allow Admins to analyze the score prior to making it available to the end users. I understand you can build in sandbox but this will help if sandbox data is not a 100% match to production. 

1
shantan_reddy
Gainsight Rookie
1 year ago
phil_hart
Gainsight Rookie
phil_hartGainsight Rookie
shared in CS Product Ideas

Simple way of logging and reporting on feedback via Timeline & tagsAcknowledged

Currently: All feedback from a customer is input into the timeline description free text box (with formatting to split sections). The timeline activity is then given a primary tag (custom field; dropdown list) and secondary tags (free text; can't sync multi-pick dropdown lists w/SFDC). Reports are then run to display all activities with a certain tag; however, manual editing of description is required to filter out just the relevant feedback.   Customised timeline logging (top) & reports on activities by tag (bottom) Ideally: Feedback from customer can be input separately and tags given to each section independently. (Ideally, a timeline activity would have related records = feedback snippet). A report could then be run on the feedback object by tag so that only the relevant part of the call description is shown, removing the need to read and sort all calls.   Does anyone have a workaround in place to allow easy feedback logging and reporting on multiple topics per call/meeting?  

1
sai_ram
ACE
2 years ago
kevin_ly
Champion
kevin_lyChampion
shared in CS Product Ideas

For Desktop : Multiple Choice Question : Improve Design to Stick on Click with a Drop Down Multi SelectUnder Consideration

  When using the Multiple Choice question with “Drop Down Multiple Choice”, desktop users get a box with a scroll bar that only appears on actual scrolling of the allowed answers. Also in order to select more answers, users need to old cmd or control while doing this. When taking this question type on Mobile, behavior goes more like a Drop Down and choices will stick on click.   This request is to improve desktop user internation to be like Mobile or better.

1
V
Gainsight Rookie
2 years ago
sudhakar_ravuri
Shoshin
sudhakar_ravuriShoshin
shared in CS Product Ideas

Ability to copy excel data to Gainsight TimelineUnder Consideration

Hi Team,  We’re unable to copy the excel data to Timeline. The screen-recording is for your reference. https://share.getcloudapp.com/eDu99xev  When I’m trying to copy the excel data to ‘Timeline’ , nothing happens and cursor disappears.  Can you please have a look at this.    

1
sai_ram
ACE
2 years ago
anirudh_allika
Gainsight Rookie
anirudh_allikaGainsight Rookie
shared in CS Product Ideas

Show Scorecard Name in Scorecard History ObjectAcknowledged

Hi   Can we have scorecard name displayed instead of id value under field label scorecard name  

1
shantan_reddy
Gainsight Rookie
1 year ago
anirudh_allika
Gainsight Rookie
anirudh_allikaGainsight Rookie
shared in CS Product Ideas

Ability to clone task in Rule engineNo Status

Hi Team   Can we have a clone dataset option similar to action part. This would be very helpful in various cases

1
spencer_engel
MVP
2 years ago
john_apple
MVP
john_appleMVP
shared in CS Product Ideas

Allow Continue to in Programs to work for all step typesAcknowledged

When using Conditional Wait, the Continue option allows for the participant to skip the step following the Conditional Wait. However, this is limited to setups that have an Email Step following the Conditional Wait.  I would like be able to have participants in a Continue to skip over a Wait Timer after the Conditional Wait and proceed to the next step following.

1
sai_ram
ACE
2 years ago
john_apple
MVP
john_appleMVP
shared in CS Product Ideas

In-line Tabular Reports to support AliasesAcknowledged

When using a Tabular Report in Journey Orchestrator, the defined aliases from Report Builder do not appear to be respected.  We would like to have the ability to define Aliases within Report Builder and have those carry over to Journey Orchestrator Program Templates.  

1
nitisha_rathi
Veteran Rookie
2 years ago
jaw
Veteran Rookie
jawVeteran Rookie
shared in CS Product Ideas

Scorecard ActivitiesUnder Consideration

Hey there! I haven’t enabled the “Scorecard Timeline Activities” feature within my org yet. Is there a way for the admin to write a rule that auto-converts to a different activity type other than “Update”?   Thank you in advance, Jasmine

1
shantan_reddy
Gainsight Rookie
2 years ago
ashcha
Gainsight Rookie
ashchaGainsight Rookie
shared in CS Product Ideas

Request to Analyze where a Playbook/CTA is being usedNo Status

Hi Gainsight, I would like to submit a request for CTA/Playbook analyzer. We are trying to stop using a CTA but before we do, want to know where this CTA or playbook is being used. We would like to know if this CTA is used in a query in an email program or a rule before taking it away - so that way, if we stop it, it will not affect any other program/rule we’re unaware of.

1
lila_meyer
Gainsight Employee: Grand Slammer
2 years ago
S
Shoshin
sai33335Shoshin
shared in CS Product Ideas

There is no ability to create report filters for the Person section on C360/R360 (unlike other sections) and the current ability to filter is not remaining when we refresh the page..Under Consideration

Currently, we are not saving the advanced filters(Like user state preservation ) in C360. Once the customer refreshes the page it takes you to the initial setup. Can this be changed.

1
sai_ram
ACE
2 years ago
katie_b
Champion
katie_bChampion
shared in CS Product Ideas

Custom Global Filter DescriptionsNo Status

I would love to see a few upgrades to Global Filters (we use them A LOT!) but one in particular would be the ability to add comments/additional details to our Global Filters. Similar to how we can hover over a report name and see the description. We have a few more complex dashboards using global filters and there are occasionally nuances we’d like to be able to make our teams aware of...ie. does not apply to X report or filters on X field for reports A, B and C and X field for reports D, E and F. The data showing ‘Applied On’ that currently exists isn’t really helpful when we have 15+ reports since it is just a long list and no one is going to read them all to determine the 1-2 exceptions. A custom message/description would be much more beneficial.

1
rakesh
Gainsight Employee: ACE
2 years ago
katie_b
Champion
katie_bChampion
shared in CS Product Ideas

Ability to Type in Answer Scoring FieldsUnder Consideration

This may seem like a simple thing, but I would REALLY like to see the ability to type in the values when adding answer scoring to surveys. The options are -100 through +100 and scrolling through each time to find 1-5 (which is what we typically use is a pain. If I know exactly what value I want to see I should be able to just key it in, not scroll through a 200 option picklist.    

1
V
Gainsight Rookie
2 years ago
treed
treedGainsight Community new member
shared in CS Product Ideas

Sponsor TrackingUnder Consideration

The people I want to use Sponsor Tracking for in my industry all have the same title. It would be nice if Gainsight had a way to mass update contacts with a certain role/title to be tracked in rules engine. If Gainsight found a match, it would then alert the CSM that a new contact has been tracked and you need to approve the change. 

1
sai_ram
ACE
2 years ago
sudhakar_ravuri
Shoshin
sudhakar_ravuriShoshin
shared in CS Product Ideas

Send Daily Digest for a certain group of usersNot Planned

Send ‘daily digest’ emails to a certain group of people, who automatically follow all companies and relationships. Currently, only option is to send this email manually for every relationship/company for each person, individually.      

1
sai_ram
ACE
2 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rules Engine: Ability to calculate hours between Date/Time fields in TransformationUnder Consideration

We can calculate days between Date fields today in a Transformation task. Would be great to be able to calculate hours between two Date/Time fields.

1
john_apple
MVP
1 year ago
chriscuss_unity
Gainsight Rookie
chriscuss_unityGainsight Rookie
shared in CS Product Ideas

URLs to become hyperlinks in Open Ended Custom (C360)Implemented

One of our tabs in the customer’s C360 is called Company Overview and here we have added a custom open ended field called Website. In this field, we enter the customer’s website for reference. Currently, after you enter the website and save it in this field, it remains as plain text. It would be great if GainSight could recognise when a full website URL is entered here and hyperlink it. This would save us tons of time from copy/pasting the website every time we need to take a look at it.    

1
chriscuss_unity
Gainsight Rookie
2 years ago
sierra_evans
Team Captain
sierra_evansTeam Captain
shared in CS Product Ideas

Share 360: Related Lists Not Specified to AccountAcknowledged

Hello! My team has started using Share 360 with customers for operational reviews. We are having success saving lots of time with the tool as a replacement for a spreadsheet that was previously updated with SFDC data manually. Customer feedback has been positive and they enjoy having real time access to the data. An enhancement that the team has requested involves sharing information that does not pertain to a specific account or set of accounts, rather it would be considered “global” in nature. Examples include: Sharing Support escalation contacts (the same for all customers) via a SFDC contacts report. Sharing announcements via SFDC campaign object.  Would it be possible to somehow address this use case?

1
gopal_rao_kallepu
Gainsight Employee: Rookie
1 month ago
T
Gainsight Rookie
tyler_tewGainsight Rookie
shared in CS Product Ideas

Suggest to add value & physical/count to Renewal Center Action CardsAcknowledged

Today, when an action card is displayed in Renewal Center the value of the impacted opportunities is displayed.  We’ve recieved a suggestion from our users that it would be nice to have both the value and count displayed in the card, so you can see how many accounts are impacted without having to open the list itself. They felt this would add additional value to the cards when leads or managers are trying to get a quick review/snapshot of their team’s renewals.

1
minh_phan
Gainsight Employee: Veteran Rookie
2 years ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

Graph supporting Column average Or way to display overall averageAcknowledged

Something like this -       Currently, I can do aggregation and then do a overall aggregation using  column agg, but it is in tabular report only. It would be great is I can portray this is graph as well 

1
sai_ram
ACE
2 years ago
karen_adornetti
Gainsight Rookie
karen_adornettiGainsight Rookie
shared in CS Product Ideas

Ability to hide scorecard weightingsNot Planned

Provide the ability to hide scorecard weightings from the Scorecard Summary view.  This is something my customer does not want their end users to have visibility into as it is causing confusion why the weightings are not the same for all customers.    

1
shantan_reddy
Gainsight Rookie
1 year ago

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