CS Product Ideas
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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.
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.
Dashboard Alias - Rename Dashboard WidgetsAcknowledged
I wish it were possible to rename dashboard reports to something besides the report name. I use very descriptive report names so I may distinguish them from one another, e.g.: “Renewals by Count and MRR $ CY and NY”. This coding doesn’t necessarily resonate on my executive dashboard :) Any consideration for being able to alias a dashboard widget to something cleaner than report name?
Can we tokenize pictures in Email Assist?Acknowledged
Can we tokenize pictures in Email Assist? I know we can add one as needed but the use case is the following: Customer wants to send the pics of multiple stakeholders who will be working with the customer, RM, AM, CSM etc and these can vary based on the customer. Customer A can have RM 1, CSM 1 and AM 1 whereas customer B can have RM 2, CSM2 and AM 2.
It is currently possible to have Support increase the operational email limit from 5k up to 40k but this is not possible for orgs on NXT. Are there any plans to allow this for NXT in the near future? This seems like an arbitrarily low limit given that this is already possible in SFDC and requires admins to break programs into batches. If you have thousands of customers with multiple contacts, we’re talking multiple batches!
We can create Success Plans using rules. We can close Success Plan objectives using rules. But we can't close or change the status of Success Plans using rules. I think having the ability to close Success Plans using the rules engine would be beneficial. We could close the success plans based on specific usage data or healthscores, we could automatically close success plans if a client decides to cancel, we could change the status of the success plan depending on certain fields we build out, etc etc. We can use rules to create success plans... it makes sense for us to have the ability to close success plans using rules as well.
Hi Team! It seems that the current state of the Google Big Query requires that the connector to be re-authorized in order to refresh the views and fields available to the connector. This is not ideal as it makes changing and validating the ingestion of data into Gainsight very cumbersome and manual. The idea is that going forward it would be great if refreshing the available views/fields was automatic like with other connectors. Thanks! -Will
CTA Linked Objects to Multiple RecordsAcknowledged
It would be great to have multiple records linked to a CTA. This would be helpful as we have some CTAs fire for the the an aggregation of time to help not overwhelm the CSMs cockpit. For example, being able to have multiple survey responses linked to on CTA based on the Company ID so that the CSM can receive 1 CTA but can follow up to multiple responses.
While workarounds exist, they are not ideal and have limitations. Journey Orchestrator would be greatly improved if a baked-in ability on the feature existed that allowed you to skip weekends for time periods (conditional waits, static timers, etc).Related articles:
Filtering on Time of DateTime FieldAcknowledged
We are looking to set-up rules that will run every 2 hours and would want to be able to filter on the time at which it was last modified/created. Is this something possible?Since the rules will run every 2hours, we would like to filter Date >= Substract N hours from date We are updating data in SF and it is increasing the number of records to update Thanks!
I’ve been reading through a few posts about this and wanted to ask the question to confirm - can an Admin edit (change selections to dropdowns and other content) in a Timeline entry that they didn’t author?If so, how?Thanks!
Hi Team, We have a customer who is creating SFDC connector using custom domain as "https://********.lightning.force.com/" Due to this, we are unable to authorize connector and resulting in "Token null - Authorization failed" issue. As a workaround, we are using "https://*******.my.salesforce.com/" as "custom domain" and it works fine. Can we please support lightening domain as "https://********.lightning.force.com" while creating SFDC connection ? SS : [url=https://cl.ly/142b4a855042]https://cl.ly/142b4a855042[/url] Best, Hardik
Updating Multiple Fields at OnceAcknowledged
Just an idea, what if there was a ‘page edit mode’ that would make all editable fields on a C360 able to quickly check all the necessary boxes and fill in details at one time as opposed to, for example, making a boolean field active, checking the box, and clicking the checkmark to save the changes. Instead, this ‘page edit mode’ would make all fields active so that someone could make many updates at once and then effectively click the checkmark on all fields and save all changes.
Success Plan Objective/Task Screen CustomizationAcknowledged
I am trying to find a better way to capture customer KPI targets towards their objectives and their current progress towards those objectives. I want the team to be more data driven in their conversations and right now the Success Criteria is text and not the best for capturing goal progress/status. I’d like to add additional fields to help with this. One idea I had was to customize either the Objective or Task screen at the success plan level. Right now the Task screen is the same for all tasks (for Success Plans and CTAs). And the Objective screen is not customizable (from what I can find). Would it be possible to make the success plan objective and/or task customizable?
Horizon Analytics - KPI Widget - Goal & VarianceAcknowledged
Hello Team, I don't have words to explain my gratitude for the planning and effort you guys put into Horizon Analytics. As one of your people said, Horizon Analytics is still a new born; hence, we all will contribute to add more meaningful functionalities which will make the app even more attractive. I can see as per this idea you have enabled the Goal and Variance feature on the KPI Widgets. I feel the issue here is that the goal can only be set as a "Static Value”. Please correct me if I am wrong. I really think that the system must allow the admins to dynamically set the Goal value. Allowing the admins to map a field to the Goal field of KPI widgets will enable the admins to make use of the KPI widget in wide range of reports/dashboards.
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