CS Product Ideas

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  • 25,166 Replies

1235 Posts

seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
shared in CS Product Ideas

DateDiff should be able to be negativeImplemented

I'm using the new DateDiff function in a Formula Field for the first time. I expected that, if the DateDiff's "start date" was earlier than the "end date", that the result would be a positive number. And, if it were the reverse, it would be a negative number. Instead, I'm finding that it's taking the number of days between the days, regardless of which is before the other. This isn't a blocker, since I can use Advanced Logic to combine it with a criteria for "End Date field is greater than Start Date field", but isn't intuitive to me. Maybe I'm just jaded from working with too many datediff functions in other contexts. Here you can see the DateDiff function producing positive values regardless of which of the dates is earlier: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180306-126665-shyp3x-Image_2018-03-06_at_3-00-42_PM_inline.png[/img]

10
rakesh
Gainsight Employee: ACE
2 months ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Survey List - should be able to have foldersImplemented

Right now, the survey list shows all surveys and you cannot group into folders. This would be super helpful to keep our surveys tidy. We are able to do this with programs, reports, dashboards etc so I would expect to be able to categorize surveys by folder or category

10
richa_bala
Gainsight Employee: Rookie
2 months ago
K
Team Captain
kumaranbcakTeam Captain
shared in CS Product Ideas

Drill down option is not available for Gauge chartImplemented

Hello Team,  The Gauge chart doesn’t have the ability to view the drill down data. It would be great if we have the ability to view the drill down data when clicking on the Gauge chart. Regards, Muthu Kumar Karuppiah

6
Azad
Gainsight Employee: Rookie
2 months ago
spencer_engel
MVP
spencer_engelMVP
shared in CS Product Ideas

Allow reporting on custom mapped fields in Journey OrchestratorImplemented

I recently found out via a support ticket that sometime in the recent past, we stopped writing back custom attributes to the AO Participants table in order to accommodate an “enhancement” of allowing the mapping of 50 custom fields of any type (rather than limiting admins to 6 string fields, 3 date fields, etc.).   I think we should fix this and do so soon. I have to think most admins would much rather have the ability to easily report on these custom field mappings if the tradeoff is being able to map more fields that they won’t be able to report on anyway. The “solution” I was given was to download a CSV of the participants from the program itself, load that CSV to the MDA, and then join it back to the AO Participants table. This is not scalable. Admins want to be able to map more custom fields because they want to report on them. 

20
spencer_engel
MVP
2 months ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Include "Current and Next X" and "Current and Previous X" filters in Horizon ReportingImplemented

With the move to Horizon reporting some very important filters have been “depreciated” which makes some reporting now impossible. In old-style you can choose from lots of “Current and” options;  This is particularly useful for financial reporting and forecasting, e.g. show me all customers renewing this month and next month. But with the move to Horizon those options are no longer available, and instead there’s just Last X or Next X, which excludes the current X. E.g if I chose Next 2 Months, I see August and September, when what I want is July and August; WIthin Report Builder it is possible to achieve what we want by adding two filters and OR’ing them together, but that doesn’t work for global filters on Dashboards. These are really important filters to have available, PLEASE bring them back. 

18
dan_ahrens
ACE
2 months ago
ana_g
MVP
ana_gMVP
shared in CS Product Ideas

Ability to "favorite" or view dashboards used most oftenImplemented

Not all of our users will user all dashboards and because we have so many, it can be a little annoying/time-consuming to search for the right one. It would be helpful if users could favorite the few dashboards that they visit most often and just have those appear or be surfaced at the top in the dropdown or elsewhere. 

12
angela_domenichelli
Champion
3 months ago
amanda_neil
Gainsight Rookie
amanda_neilGainsight Rookie
shared in CS Product Ideas

Adding .xlsm as an attchment to TimelineImplemented

Team, with one of our new BU's using Gainsight the question arose around attching a .xlsm file to the timeline. This appears not to be supported, can you pleas eprovide an update ont his or if thereis a plan to do this. Tpday, the team uses a file to do their QBR's and then wants to attch this to the Timeline. Unfirtunately we are not able to do so. It doesn't help to save it as a different format as we need the .xlsm file in order to auto ccalcualte fields. Can you pelase provide a solution for this?

2
M
3 months ago
keith_mattes
Champion
keith_mattesChampion
shared in CS Product Ideas

Horizon Cockpit: Task View PleaseImplemented

Our users have often requested the ability to have a view into their TASKS only via the Cockpit. It is presently observed that the CTA Name field is mandatory and therefore will not allow for a custom VIEW of only tasks to be created.  Could it please be possible to allow for a Custom Admin VIEW to be deployed for this?? We’ve used a “work-around” by adding the “Next Task Due Date” column to the UI, but that doesn’t quite satisfy our user story on this one.  Can this please be considered? The Cockpit is our central work-hub and we should not force our CSM’s to click to a Dashboard to try to get this info.  

37
R
Gainsight Rookie
3 months ago
carolyndibuono
Gainsight Rookie
carolyndibuonoGainsight Rookie
shared in CS Product Ideas

Resolve drafts in Gainsight AssistImplemented

My CS team loves the new Company search function that pops up in Gainsight Assist to resolve emails that could be associated to multiple Companies.It would be ideal if this functionality also popped up when Gainsight is unable to resolve the email to any Companies using the recipient email address and sends the email to Drafts. Right now, the team must then go into Gainsight, go to Global Timeline, and manually click through & resolve each email.Extending the Company search functionality would allow the team to resolve the draft message directly in Gainsight Assist, instead of going through the extra steps in platform. 

5
carolyndibuono
Gainsight Rookie
3 months ago
alison_kaprielian
Gainsight Rookie
alison_kaprielianGainsight Rookie
shared in CS Product Ideas

Ability to Customize which/how columns are sorted in Report BuilderImplemented

As an Admin, I want to be able to sort the columns in my reports based on the needs of our end users. The reports are limited to sorting only the first column of the report, which requires that I use the (sort by) field in the first column. Additionally, I want to determine as the report builder if the fields values should be sorted by ascending or descending order. This seems like a basic functionality in any sort of reporting that I'm surprised is not included in Gainsight!

13
J
Shoshin
4 months ago
laura_webster
Gainsight Rookie
laura_websterGainsight Rookie
shared in CS Product Ideas

Associate an update/meeting/email to a taskImplemented

I like the timeline view to look at meetings and updates for a client. I would also like to be able to associate these with tasks. Often, a task is dependent on hearing from the client or something. Or a task might be a meeting and it would be nice to associate the meeting minutes with it. 

8
adam_bam
4 months ago
matthew_weinreb_adccf1
Gainsight Rookie
matthew_weinreb_adccf1Gainsight Rookie
shared in CS Product Ideas

"Bionic Reports"........Is Something Like This On The Roadmap?Implemented

Is there anything on the roadmap that will allow us to join different objects for reporting without writing rules to merge data in MDA tables?  (which is a heavy process for a simple report).

20
A
Veteran Rookie
4 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rules Engine: Include Successful Records in Rule Execution run logsImplemented

When I perform a test run of a rule, the Execution Log includes all records for the Rule Results and the results of any corresponding actions.  It would be [u]incredibly[/u] helpful for troubleshooting purposes if this information was included in live rule runs - whether rule Succeeded or Partially Succeeded.   It seems like I've seen a similar idea posted somewhere but I cannot seem to locate it.

7
W
Gainsight Rookie
5 months ago
logan_t
Gainsight Rookie
logan_tGainsight Rookie
shared in CS Product Ideas

Field Comparison in ReportsImplemented

Hey Team, This is Logan from Support. We've recently had a few requests for some additional features in the Report Builder's Advanced Logic that seem like great ideas! Specifically, the ability to compare two fields to narrow down results.  For example: [list] [*](Created By = X) AND (Assignee = X)[/list]In this case, we would be looking for records where both the "Created By" would also have a "Assignee" of the same user.  But we would need the ability to add variables in here, as we wouldn't want to specify which user exactly.  In our Rules Engine "Setup Action" additional criteria, we have the ability to add a filter saying "Created By = FIELD (or VALUE)". This same type of filtering would be beneficial in the Reports for showing granular results that our users are looking for! Thanks for the help! I'd be happy to provide additional information if requested.

6
Azad
Gainsight Employee: Rookie
6 months ago
dan_ahrens
ACE
dan_ahrensACE
shared in CS Product Ideas

Templates for specific Timeline activitiesImplemented

Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a template that would auto fill parts of the draft activity text. For example, instead of giving the user free rein to enter whatever, if there were some key data elements or formatting style that was important for consistency, have the template drop that text in automatically. For example, a possible template for a customer meeting could be: [i]Summary:  [i]Current health & trend: [i]Action items: [list] [*][i]Item 1 [*][i]Item 2[/list][i]Notes: [list] [*][i]Notes, etc[/list][i]Next meeting scheduled:

85
anirbandutta
6 months ago
R
Gainsight Rookie
Rakesh GovindarajuGainsight Rookie
shared in CS Product Ideas

Link Back from Task CTA to the Timeline EntryImplemented

Hi Team,            As of today, tasks created on Timeline Entries are treated as CTAs and a CTA entry is created in the Cockpit. However, user would find it beneficial if they can Navigate from Task CTA to that particular  TimeLine Entry where it was created Thanks

2
P
6 months ago
johntrask_bt
Veteran Rookie
johntrask_btVeteran Rookie
shared in CS Product Ideas

Survey Functionality - iOS vs PC - Auto ScrollImplemented

We have noticed a difference in the Survey system between iOS and PC. If you skip a mandatory question on a PC and hit submit, it will auto scroll you back to that question, or at least back up, so you can see the error. On iOS, if you skip a mandatory question and hit submit, it just sits there any gives no indication why it is not submitting, unless the mandatory question was the last one and it was on the screen. Would be nice to see that auto scroll feature added to iOS and any other platform that it is not in. 

3
johntrask_bt
Veteran Rookie
7 months ago
cinco_coates
Gainsight Rookie
cinco_coatesGainsight Rookie
shared in CS Product Ideas

Ability to Report on Internal Attendees from Activity TimelineImplemented

Similar to [url=https://community.gainsight.com/gainsight/people/melissa_i_7321356]Melissa[/url]'s recommendation in "[url=https://community.gainsight.com/gainsight/topics/need-the-ability-to-report-on-external-contacts-within-timeline-activity?topic-reply-list%5Bsettings%5D%5Bfilter_by%5D=all]Need the ability to report on external contacts within Timeline Activity[/url]," it'd be nice to have the ability to report on Internal Attendees from the Activity Timeline. [b]Use Case[/b]: My technical team (TSMs) often join CSMs on phone calls, emails, etc. I would like to run a report and see how often my team is listed on an Activity as an "Internal Attendee" to help understand our impact. 

20
M
7 months ago
K
kypowellGainsight Community new member
shared in CS Product Ideas

Sending Email Assist on behalf of someoneImplemented

Hello, Is there a way to send email assist emails on behalf of someone else? It appears not, but we are having an issue where a CSM is on PTO and the manager would like to send out the email assist's on behalf of her CSM's. But the only way I can consider this a possibility is to log in as that user in SFDC (the company will not allow for these users to have this permission set to do this). Is there any other way outside of sending an automated outreach?

6
C
Gainsight Rookie
7 months ago
pmccrudden
Shoshin
pmccruddenShoshin
shared in CS Product Ideas

Gainsight Home - My Portfolio - link to Company PageImplemented

On the new Gainsight Home page in the ‘My Portfolio’ section, would it be possible to update it so that it is clickable on the customer/company and have it open their Company page with details so that the CSM can navigate there quickly? It seems a bit of a long way round if you have to type the company name into the search bar. If this is possible already can someone advise on how to enable please? 

2
rakesh
Gainsight Employee: ACE
8 months ago
cankney
Gainsight Rookie
cankneyGainsight Rookie
shared in CS Product Ideas

Reorder dashboard filtersImplemented

It would be great to have the ability to reorder the global filters on dashboard. Use case:I currently have a dashboard for our CSMs to see their portfolio/book of business. Right now there are three filters. I am going to create a new filter and delete the second filter (“account owner team”), but I want to put the new filter in the location the old filter was. Right now I am not able to drag and drop or move it into the new position, the only way to put the new filter in the 2nd spot is to delete the 3rd filter as well, then add it back. This is time-consuming because I have to re-add all of the reports.If there is a better way to do this I would love to know! But if not, it would be a great enhancement.

6
rakesh
Gainsight Employee: ACE
8 months ago
katie_b
Champion
katie_bChampion
shared in CS Product Ideas

Associate Relationship Level Timeline Activities with Multiple Relationships but Show Only Once on the C360 TimelineImplemented

We are heavy users of Relationships, and are also in a big push for our CSMs to hold strategic engagements (which we have set up as a timeline activity type) with their respective relationships. Our relationships are set up 1:1 for solutions that are sold on a customer’s contract. Sometimes these customer teams operate independently, other times the same team may be part of multiple relationships. This has caused us headaches in a few areas, but one in particular is logging/tracking our Strategic Engagements. Our current ‘solution’ is to copy/paste and log the engagement to all relationships that were included, but then we have duplicate activities on the C360.What we’d like to see, is an option to log a single timeline activity on multiple relationships at once, but then only roll up to the C360 timeline as a single activity. This would give us the relationship level reporting/visibility we need, but not clog our account timeline with duplicate activities.

3
A
8 months ago
jlicciardello
Team Captain
jlicciardelloTeam Captain
shared in CS Product Ideas

Link Timeline Entry to Multiple RelationshipsImplemented

We use milestone’s to track major application go-lives in their respective timelines, but sometimes multiple applications go-live at once. Would be good to be able to create just one-timeline entry and link to multiple relationships so that they appear in each (and so there aren’t duplicates at the company level).  

8
A
8 months ago
travis_floyd
Veteran Rookie
travis_floydVeteran Rookie
shared in CS Product Ideas

Please add the "CTA Due Date" to the "Next Task Due Date" field for CTAs that have no tasks assigned to them.Implemented

The addition of the “Next Task Due Date” is a good step toward restoring a sort functionality in the new Horizon Experience Cockpit, but it does not take into account CTAs that have no Tasks.  Currently users have no way to sort ALL of their CTAs and Tasks in the order of a comprehensive due date, losing functionality that existed in the prior Cockpit layout.Effectively, a CTA without TASKS is a Task itself, and the Due Date of the CTA is the NEXT TASK DUE DATE.  Please add this to enable a comprehensive sort order for the cockpit that will include CTAs AND Tasks.

6
seth_schroeder
Gainsight Employee: Team Captain
9 months ago
F
Gainsight Rookie
foster.sean92Gainsight Rookie
shared in CS Product Ideas

Adjusting columns on the new cockpit viewImplemented

Hey! I was checking out the new view on GS, and noticed that adjusting columns is difficult. You can’t shrink them to the size you want, and you can’t expand columns without having the columns to the right be pushed farther out of view. See video for reference.  https://share.vidyard.com/watch/DoPZ74CDXGJuoND5qkcnGP? 

20
seth_schroeder
Gainsight Employee: Team Captain
9 months ago

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