CS Product Ideas
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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!
Hello Team,We’ve got a request from customer, if we can have same way of searching for Lookup fields in the reporting, even in the Token Mapping section in Playbook as well, as it would be a easy way of searching the fields.https://share.getcloudapp.com/jkuPpo0m
Hi all,First foray in to using Success Snapshots and have some questions on formatting I was hoping someone can help with. I want to provide a “theme” to the tables used in the deck (for reports), and am able to do this if using a PPT version (by setting the theme in the template before uploading) but am not having the same luck with google slides. The export always uses the default blue/white table. Is there something I am missing here, is it possible or a limitation with google slides themselves not doing themes for tables?Thanks!
Usecase: I have to filter out certain category of Contact types in the rule action criteria. But it is not letting me choose the option “includes” and I have to put multiple contains filter to replace the includes option. Idea: To have the includes option for text fields in the rule action criteria to cover multiple “contains” values.
The ability to change the “from” address and reply to etc (fields form this screenshot) per email variant would be greatly beneficial. We often send emails where the send name and email is the CSM… but here is always a handful that need a variant, maybe an account is in transition , or they are currently assigned no CSM.. - I need to be able to set variants with generic tech-touch email address OR utilize a manager’s email. Note: I know there is a workaround with calculated fields but the time required for this is too much. (and multiplies if you have more than 1 source query)
Give the ability to admins to configure segments filters at Global level in Adoption ExplorerPlanned
Hi Team, Posting this request on behalf our customer.Currently segment filters created at user level are hidden for other users making them to re-add the filters to see the data. It would be helpful if we could make the filters as sticky say for an instance like Global filters in Dashboard in gainsight. This gives admins more free hand to configure the AE for end user. Regards,Jagadeesh
Is Horizon Analytics going to support date fields and min/max aggregations in the widget view of report builder? Use case:I want to add a widget onto my C360 of the last QBR date for the customer. This would be a widget based off of a report (Timeline/Data Designer) that has "QBR Date" aggregated by MAX to get the most recent one. I would prefer this to my alternate plan of adding a "last qbr" field to the company object, populating it via rule, and adding that field on the summary. Is this sort of functionality planned? Is it possible already and I’m just not aware? Should this be a product request? @rakesh
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.
When sending NPS survey programs, we sometime get requests from customers to have a survey send to someone else. It would be great if adding new participants to be able to specify which step they should start at. In this example, we would not want the new participant to get a heads up email and instead just get the survey email.
Hi Team, Currently when we send emails using the email assist task . The from email address will be showing as the logged in user. If we setup different domains then we will get an opportunity to choose from which domain we want to send emails. We don’t have an option to change the complete “from” email address and replace it with a generic email address. In future do we have an plans of providing this option to customers so that they can use any other email in “FROM” email address.
We are heavy scorecard users and have 3 different scorecards we use on the relationship level. 80% of these scorecard metrics are the same on all 3 scorecards, the other 20% may vary based on the relationship it is applied to. Occasionally, we need to adjust our scorecard filters so a different scorecard is applied to certain relationships. When we do this, it clears the history of ALL metrics, even those that were included in the prior scorecard. We would like to see the history tied to the metric itself, not necessarily the scorecard the metric is on. This impacts our manual metrics even more because it clears out any manually set scores when the new scorecard is applied, so we lose that information altogether and the CSM has to manually add it again.
Hello,I would like to suggest that Gainsight add the option to select the “Activity Type” in the Gainsight Assist app for GSuite. We base a lot of our ‘engagement’ and ‘CTAs’ with companies based on timeline activities. Our reps run into the issue of ‘logging to timeline’ with the Gainsight Assist app and it’s just logged as ‘email.’ Adding the selection to choose an activity type would make these logged timeline entries more valuable not only for our company but for others I would assume. Custom Activity Types Would be great if there was a drop down menu to select the proper activity that is located in the Gainsight application. Seems like this could be a quick win. Then when you create reports based on timeline activity types you will get a much more accurate representation of your teams outreach engagements other than just getting the highest percentage of timeline activities logged as ‘emails.’Image of Gainsight Assist in GSuite. Purposed addition of a dropdown menu selection to se
Person record - Full NamePlanned
The field on “Name” on Person record is a system field for capturing the “Full Name” of the record. There are two additional fields “First Name” and “Last Name”.It would be great to make the “Name” field a formula field with “First Name””space”“Last Name”.We had to build a custom field for this, call it “Full Name” and use that instead using the formula.Oh! and it is still painful and didn’t solve the problem, because the person list in C360 does not allow me to remove the “Name” field!!Simple ask but effective. If not by default - Admins should at least be able to choose how they want to configure this field.SFDC has this logic built it. You always enter first and last name and it shows the full name automatically.
Our team LOVES using the Gainsight Assist extension, but we’ve run into frequent cases where we’re really like more reporting capabilities to understand HOW our teams are using it….specifically, which email templates they are using most often (or using at all). We frequently have initiatives where we don’t want to trigger CTAs for every account/solution, but make templates available for our teams to send via Gainsight Assist as needed without going through the process of creating a CTA.
Currently, if we make a Success Plan via Rules Engine we must select a Template within the Setup Action step. Without a template selected, we cannot save the ActionThis is not marked as a required field (even though it is for the Rule to save) and having a template on a Success Plan is not a requirement, just like having a Playbook on a CTA is not required.Could we remove the dependency of having to select a Template when creating a Success Plan via the Rules Engine?
Hi Team, In Programs we can control the first emails delivery time with help of Program sources schedule time.But if we are sending multiple emails in the same journey,we are not controling second emails deliver time.One of my customer excepting delivering all the emails in day time.It would be good if we have control on emails deliver time.. Thanks,Baji
SF Connectors aren’t robust enough to account for loading data based on a combination of logical factors, i.e. when you need to load users based on values in a different object than User.For example, we want to load in external contractors but only when they have been assigned to a Project in SFDC.Discovered yesterday that Load to User only support Update, not Upsert. This is very restrictive. Need to have the ability to Insert and Upsert into the user table.
I would love the ability to auto add all fields from the 1st step prior to a transformation instead of having to drag each field individually. This would save time on more complex rules and queries as well if you could just auto-add all fields from previous steps. I see this being a single button of sorts above the field selection area.
One thing we’d like to do is build metrics based on aggregated data using Horizon Analytics (SUM:X / SUM:Y). Example: I know the total amount of Success Plan objectives successfully closed-won (e.g., we achieved them) and divid that by the total number of Success Plan objectives closed in that same period (e.g., closed-won + closed-lost). From looking through Horizon Analytics, I don’t believe we can do that today.
Very similar to this idea, When I make an update to a report that is used on a dashboard, I would like some sort of prompt asking me if I want to override users’ personal settings/filters they have on their reports. Otherwise they think that something is broken or wrong when I have already made an update the team has requested. There is no way for an admin to even know who is using personalized filters on a report that is meant to be a team dashboard.
In DD if we add new field in fetch task,will get popup to add it in following tasks.If we provide similar functionality in Rule engine it will save time for GS Admins.With the current functionality,if we want to remove the field in fetch task ,we would need to remove all the down stream tasks.So customers excepting remove field from all the tasks with once click.
We want to create a formula field on a report that indicates if the modify date on a Success Plan is greater than a certain amount of time. This is intended to use to help identify more easily Account Plans that need to be actioned on. Formula allows string, number, and date but not Case so we can add a Boolean like we can in Data Designer. Would be great to be able to have this functionality in GS
We send automated account renewal reminders and welcome emails out to new users through the JO/Programs (and soon enough, surveys!) - while the reports and analytics are great! - it would be fantastic if we were able to have those emails or comms logged to the actual customer timeline. While I can go in and download participants to see if an email went out to them, it would be amazing to be able to open up a time line and see that it has. It would definitely help us complete that 360 view of all customer account activity, streamline workflow, and be a time saver for my CSM’s!
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