CS Product Ideas
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I mentioned this coming on a year ago now (on this thread), but coming back to my ask to re-size the area in Gainsight Home where you add widgets and reports from. This impacts admins AND end-users (since they can customize Home).WTF am I talking about you ask?This (old screen shot): There’s no ability to resize this, and you cannot see the full name of some items (such as reports) when you mouse-over which is a double punish. At minimum, full [thing] name should be available on mouseover, but ideally you’d be able to resize this area as well so you don’t have to mouseover every item to find the right one.
I have a KPI reports to show customers and one for ARR. Those are filtered to exclude test accounts and Inactive accounts. Those are also OOB Attributes for the Gainsight Home Summary Ribbon.Unlike my KPI reports though, the attributes are completely unfiltered and show test accounts and inactive customers. This means that to use attributes you must pass them through Global filters that you may not otherwise need, because the other reports you’ve added to Home already have those filters baked in.The current solution is just to use KPI widgets in the summary, but as mentioned here That’s a bit of a non-starter anyways, meaning the actual solution is just to not use the Summary Ribbon at all.
This would hopefully be an easy fix, but what may come as a surprise to some is that the Summary Ribbon may not always be the first thing someone wants on their GS Home Page.For example, we have some “help text” on our dashboards (e.g., brief explanation of what you’re looking at, links to enablement and support docs, etc.) via text widgets. We would do something similar on our GS Home layout and would want that at the very top. Unfortunately, if the Summary Ribbon is enabled that can ONLY sit at the top of the page - this doesn’t make sense from a workflow perspective. For new/first time users, having that context and links to other info at the top makes sense, and then have metrics, attributes, highlights, etc and the ensuing reports flow after that. Having summary KPIs, then a text block, and then the rest just doesn’t make sense ALL of the time.So having more placement flexibility would be great. It also has the benefit of giving us an experience more consistent with Dashboards, wh
Hi! I would like to have a feature similar to the “data validation” one in Excel/Sheets, where you can choose beforehand either to reject the input completely or show a warning. I will explain with some use cases: An Id number that has to have 8 digits A date field that can’t be set in the future A string that follows this schema: a letter, 7 numbers, and another letter: X0000000X.We can set controls afterwards, like rules and CTAs asking them to update it properly, but it would be much more efficient to avoid the problem altogether by avoiding human error.Thank you,
Need a connector so that we can fetch data from Gainsight directly to Google Sheets or ExcelNo Status
Would be great if we can have a connector which helps us pull data from a report created within Gainsight to google sheets or excel without downloading.Just a simple connection and rest stuff we can get done in the sheet.Once I create a report in GS I can fetch the data in my sheet by creating a simple connection and do the automations like sending emails automatically in a custom format using VBA macros etc. Also, once this is done I can simply schedule the connection and my manual intervention is done.
We have a number of colleagues that are listed in the Person object and associated to a dummy Company. When these colleagues and external customers appear in a calendar meeting and you click add activity the widget is identifying them as external and setting the company to the dummy and ignoring the actual external customers on the meeting. Can the widget ignore those Persons where the email domain matches that of our GS Instance domain. If our instance is XYZ.gainsightcloud.com and the Person record has an email of JSmith@XYZ.com. It would set that user to internal and ignore it when selecting the Company or allow a drop down and let the user select which company they want if there is potentially more than one. Right now it is prepopulated and you can’t change it.
Sort Ideas based on Product feature areasIN DEVELOPMENT
We have Product Area categories to have focused Discussions but not so for Ideas which stack all posts together without an ability to sort.Something like this for Ideas would be highly usefulCustomers as well as Feature PMs will greatly benefit from being able to filter Feature requests per Product Area.
Hi All,Do we have any plans on having Gainsight app for Microsoft Teams similar to the Gainsight <> Zoom integration?We have a subset of our customers that leverage Teams instead of Zoom and for CSM handling those accounts it’d be great to have a similar experience to increase their productivity.
I’d like to have the ability using Rules Engine to automatically apply a specific playbook to a CTA when a picklist field on that CTA has a specific field selected. For example, on our CTAs where Type = Objective. After this objective is created, our CSMs may choose that the Services Type field is “Accessibility Mission” and the “Accessibility Mission Type” is “Audit & UX Recommendations”. Once this Accessibility Mission Type is selected, I want our Accessibility Audit playbook to auto-apply to the CTA to add tasks that are specific to this mission type.
[Customer request].Hi Team,Customer would like to see few improvements in the E2T email notification. Below are the scenarios.Scenario1: If customer signature has more than 5 images and every time they log a timeline getting the below notification. The outcome is the email is logged. Scenario 2: While logging a timeline with a character count of more than 33K, they are receiving the below notification. The outcome is timeline didn't log. For both the cases, they are receiving the email with envelopes with a red circle with an X. Customer would like the problem identification to happen more quickly, especially if most of the time they are ignoring because it’s issue #1. they don’t want to have to open the email to read the specific issue. Net, they need to know more quickly what happened.Kindly review and change the image to be different for an attachment error vs. the no-log error for easy identification.Thanks,Ravindra
The ability for CSM’s to be able to sync their calendars to the Gainsight home widget so they can easily add upcoming meetings to timeline but also use Gainsight home as their central hub for managing their day to day activitiesThen be able to use Global Filters to set to CSM
Hi Team,We have observed that, CTA task email is failing to send because one of the tokens (CTA comments) which needed to be replaced was longer than 10k characters (including the special characters since it is a rich text field and seems to have been copied from some other place). In this scenario, below is the current failure message:ERROR Message:Hello <User Name>This message was created automatically by mail delivery software.An error occurred while trying to deliver this email to one or more recipients. The following address(es) failed:<Email ids>The above failure message is not clear to identify the exact issue from customer end and we need to improve this messaging in the failure case.Kindly review and add the below message for this type of failure scenario.Mapped field value has exceeded the maximum character length allowed for tokens. Thanks,Ravindra
This is a small request that would make a big impact on user experience. In the Email Step of a JO program, you map your placeholder tokens.When you map tokens in a program, you first have to hover your mouse over the token to make the mapping icon appear, and then you have to move your mouse just slightly to the right to click on the mapping icon. If you move the mouse too far, the mapping icon disappears. If you just click on the placeholder, nothing happens because you have to click on the mapping icon.Imagine having a large email journey, with several email steps, and each email step has multiple versions. That could be HUNDREDS of tokens that need to be mapped. Ideally, I should be able to just click on the placeholder token and have it bring up my fields. The extra time it takes to hover, move, click, adds up!
Rule Run ActivityNo Status
This is a minute detail but makes it a non-seamless experience. However, why when we click on Rule activity it opens up a complete separate browser tab? It is a bad admin user experience that when in the rules engine you can navigate between “Rule List” and “Rule Chain” and it simply brings up that iframe of data and not for “Rule Activity”.
Associated Persons on a CTA is a great idea, but it’s very bare bones. Would love to see more data available to display in a CTA with Associated Persons, like contact phone, title, email...and the ability to click on the contact name and have it take you to the People list in C360.Use case: CSM with a large book of business gets a CTA with an associated person of “Jane Doe.” They don’t know what Jane Doe’s title is, what her email is, what her phone number is...forcing them to go to the C360 anyways to get this information. Save CSMs some clicks & some steps by adding in more fields for the associated person directly into the CTA view.The lookup is already there, so it feels like we’re so close to making this more functional!
We often need to encrypt emails to our customers due to the data included. Using the Email Task on a rule generated CTA has proven to be a great time saver for my team when sending time sensitive communications. Unfortunately, we cannot use this option when the data included needs to be encrypted. In todays security focused climate, it seems this is an important and much needed enhancement.
Use Case: In order to drive Risks and allow more granularity around reasons, I want to be able to establish a field dependency on CTA Reason, so that another dropdown field Reason Summary will only allow values that relate to the selected Reason.
This is specifically regarding the new group weights that were introduced in the 6.15 release documented here: https://support.gainsight.com/Gainsight_NXT/05Scorecards/02Admin_Guides/Group_Weights_and_Exceptions In an ‘old system’ example, the weight label in the top right of each measure would dynamically change as one or more measure becomes N/A. This allows you to see what weight is actually being calculated in the score. In the ‘new system’, redistribution only happens at the measure group level if an individual measure becomes N/A, not at the overall score level like before.HOWEVER, unlike the ‘old system’, the labels in the top right of each impacted measure do NOT change to reflect their current weight. As an admin trying to validate the difference and impact between going from one system to the other, this was very confusing. While the lack of label change is passively communicated via the example, this reasoning isn’t explained and it isn’t clear that it is even intentional.I
Sharing Timeline entry to oneselfNo Status
It would be more convenient to share the timeline entries to myself but the email address does not auto populates since its already been saved as bcc. I would have to go and type it manually. It works when I unmark Add Reply-To in BCC, then I can add my manual address in, and the lookup works. It would be great if it could have been automated.
Give the Admin the ability to change the column order and field names in Call to Action "Custom Views" for Cockpit.No Status
Currently, the Administrator can edit views with the exception of My CTAs and My Tasks. These we can’t even add additional columns to the view. In the other views we have, we can add columns, but we cannot change the order of the columns, or rename the columns that we add. We could delete the columns that the system will allow us to, and re-add them in the order we want, but then we can’t change the name. As an example, we often have to add a field for a column that is just called “Name”. Not very descriptive, as it could be the Type Name, the Reason Name, the CSM Name, the TAM Name, Company Name, etc etc. Please give the admin the ability to configure these fields to make the end-user experience consistent and more user-friendly.
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