CS Product Ideas

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  • 153 Posts
  • 25,144 Replies

153 Posts

andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Success Plan Mass Edit to CloseResponse from Customer

Currently you are not able to do a mass edit to close Success Plans. This is helpful for an admin to have the ability to do if the strategy changes and we need to shift a focus for the team. Additionally we have quarterly plans that get triggered. It would be helpful to be able to mass close the previous quarter plan to limit confusion

7
kyle_handley
Gainsight Rookie
8 months ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Toggle on/off rule scheduling suggestions.Response from Customer

Posting on behalf of customer.During rule configuration if you have fetch’s that don’t have any filters rules engine will display tooltip suggestion to make the rule more efficient. Some use cases don’t require filters on the fetch and having multiple of these suggestions on the page can cause the page to appear cluttered. It would be helpful to have a toggle to turn these suggestions on/off.

7
matthew_lind
Team Captain
1 year ago
darshana.shah
Team Captain
darshana.shahTeam Captain
shared in CS Product Ideas

Success plan copy featureResponse from Customer

Hey Product team,I would like to formally request for a copy feature for the objective within success plan. I was part of the success plan beta testing and did not see this feature. However I have discussed this enhancement previously and thought it would have been added to the new success plan. USE CASE: We do a new success plan every year with annual goals are clients are working on. This helps us understand what our clients are working for the year and how to direct our marketing, product, etc. efforts for the year. So in order to make this easier it would be great if we could do a copy feature for the objectives and/or full success plan. Best Regards,Darshana Shah@kate_peter @Anil Raj Pujari 

7
darshana.shah
Team Captain
6 months ago
sierra_evans
Team Captain
sierra_evansTeam Captain
shared in CS Product Ideas

Edit Timeline Fields by RelationshipResponse from Customer

Hello, I would like to see the ability to customize timeline activity fields specific to a relationship, regardless of whether the activity type is global. For example, we have “Update” as a global activity type. Because it is global, I am unable to edit it in the “configure for” at the relationship level. When I wish to add a relationship-specific field, I must add it to the global Update activity. Because of the reports, dashboards and other infrastructure built off the Update activity type, I do not wish to create a new relationship-specific activity type.

7
sai_ram
ACE
1 year ago
O
orenjGainsight Community new member
shared in CS Product Ideas

Resize text window in activity timelineResponse from Customer

Hello there,I would like to suggest the ability to increase the size of the textual window when adding an activity to GS timeline.Thanks!

7
sai_ram
ACE
1 year ago
christopher_sanderson
Champion
christopher_sandersonChampion
shared in CS Product Ideas

Option to notify if 0 results success for Rules EngineResponse from Customer

I think it would be cool if there was a 3rd option for notifications in Rules.  Right now, we provide "On Success" and "On Failure" emails, but what if we did a "On Zero (0) results" option. My thinking here is, perhaps you consider 0 results a failure.  But we treat 0 results as a success.  However, most people don't want to get, and don't have the time to parse through, one email for every rule they have for the success emails.  Even if they focused solely on the rules that they wanted a success email for capturing 0 results, its still not really a "success". Also, the look/messaging of the email could be changed to reflect its a run with zero results, therefore bringing attention to a rule that really ran unsuccessfully, potentially because of a failure further up the data chain.  This would make sure that we are managing from a true workflow/business process flow standpoint, rather than just individual rules/rule chains.

6
tom_gerth
Gainsight Employee: Champion
2 years ago
darshana.shah
Team Captain
darshana.shahTeam Captain
shared in CS Product Ideas

Hide ability for Data DesignersResponse from Customer

Hello Everyone, I would like to suggest the Data Designer tables have a hide features. WHY you ask? the way we use data designer is for temporary data for JOs, short-term data analytics (as we built our tech touch program), etc. Some data designers are more permenant with continued improvement iterations. After the uses of the temporary DD, we would like to hide the table from rules and reports. As a larger organization we have a great deal of tables and would like to keep things simple and clean and easy for our partners to be able to see and understand such as in Dashboard capability. (you can see everything)So my ask is to create a way to hide DD tables. (now should that feature stretch to all tables. Yikes that might get scarry) So I would start with DD and maybe re-evaluate if other tables would need a hide feature?The above statments are my thoughts and opinion. No offense is ment.@kate_green @kate_peter @prathap Best Regards,Darshana Shah

6
rakesh
Gainsight Employee: ACE
1 year ago
sagan_sherlin
Champion
sagan_sherlinChampion
shared in CS Product Ideas

Idea (Survey 2.0). Ability to change the Question Type (Format) when Creating Survey.Response from Customer

I seem to run into this a lot when working on building Survey’s for people in my organization.  They layout the survey in the question format they want...and then after seeing or talking to others they want to change it.  So as of now, you have to create a new question in the new format, and then delete the old one.    It would be awesome if while the Survey was in draft, you had the ability to modify the question type (format) to another. 

6
kelly
All Star
9 months ago
emily_mcinerney
emily_mcinerneyGainsight Community new member
shared in CS Product Ideas

Update templates of Success Plans after they are active/in useResponse from Customer

Would love to be able to make updates to Success Plan templates after they have already been applied and made active by the CSMs. We recently rolled out a robust Success Plan for the entire team to use, and there were minor changes I wanted to make, but they wouldn't be applied to the Success Plans already in flight/underway. Would be great to be able to do that.

6
hardik_mota
Gainsight Employee: Champion
22 days ago
britton_walker
Champion
britton_walkerChampion
shared in CS Product Ideas

Date Filters in Email VariantsResponse from Customer

The advanced logic for email variant filters is great! We have been able to simplify our email processes significantly with them. However, I would suggest making date fields available as options to filter by. We have variants of an email that simply need to be filtered by whether a date field is populated or not. I haven't seen this possibility anywhere, but I am more than happy to be proven wrong.

6
ssamarth
Gainsight Employee: Rookie
2 days ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rules Engine: Tokenized Dates should display as stored in the systemResponse from Customer

I am storing date data in an MDA table in MM/DD/YYYY format, but when I use that field as a token in a CTA, it’s displaying as YYYY/MM/DD.  It should display the way it is stored in the system.  H​​​​​​How it is captured in the systemHow it displays in the CTA    

6
darkknight
ACE
1 year ago
A
atayGainsight Community new member
shared in CS Product Ideas

Attaching older tasks from Timeline to newly created CTAsResponse from Customer

There are cases where tasks are recorded before the CTA.  It would be great if we are able to attach older tasks previously lodged on Timeline to be attached to newly created CTAs.

6
sai_ram
ACE
11 months ago
iainr
Gainsight Rookie
iainrGainsight Rookie
shared in CS Product Ideas

Horizon Analytics RSS WidgetResponse from Customer

Would it be possible to add an RSS feed widget for dashboards in Horizon Analytics? I like the new webpage feature, but often adding a whole website iframe when you just want to pull in for example a blog page adds a load of noise and the additional menus which can make it hard to read the content you are interested in.An RSS widget would let us bring in just the content we want and have this highlighted on our dashboards in a cleaner way. Thanks 

6
iainr
Gainsight Rookie
10 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

C360: Google Drive integration for CSMs to store customer documentationResponse from Customer

At Red Hat we use Google Docs folders for collaborative customer-related documentation.  If we had the ability to access a shared folder directly from within the C360 tool that would be huge for us.

6
W
Veteran Rookie
2 years ago
Will Pagden
Will PagdenGainsight Community new member
shared in CS Product Ideas

Decision Trees in PlaybooksResponse from Customer

Hi all, A quick question around playbooks. We are looking at implementing new playbooks for our 2020 CS strategy.  One thing we want to do is be able to give decisions a bit like the below:   Q: Is the implementation by - A) Partner                                                      B) Our PS team?   If A is selected it creates one set of tasks, if B is selected if creates another set of tasks.   Hopefully that makes sense and any help is greatly appreciated.

6
Will Pagden
2 years ago
S
Gainsight Employee: Shoshin
Syam SunderGainsight Employee: Shoshin
shared in CS Product Ideas

Removing Timezone from C360 section for date fieldsResponse from Customer

Date fields of the object have a timezone appended on c360 page. Thare is a ask that Can we remove the timezone from these fields on C360 page. Thank you!

6
gopal_rao_kallepu
Gainsight Employee: Rookie
1 month ago
cmultanen
Champion
cmultanenChampion
shared in CS Product Ideas

Survey Preview URL Link for NXT in SalesforceResponse from Customer

While trying to set up an internal email for our CSMs whenever a customer responds to our NPS survey, I noticed that the the default Survey Response Page URL field is an NXT URL. We required our team to login to NXT via SFDC. As a result, the default URL is prompting users to login to NXT instead of displaying the actual survey response. This caused some confusion so we’ve removed the default URL for the time being.It would be helpful if Programs had a response URL that was compatible with SFDC-NXT, or at least the ability to grab the survey response GSID so we could create our own dynamic URL links.  

6
bradleymcg
Golden Ruler
11 months ago
amanda_neil
Gainsight Rookie
amanda_neilGainsight Rookie
shared in CS Product Ideas

Ability to have a Parent Task within Success PlansResponse from Customer

Our use case is specific to adding sub tasks within the Success Plans.  Today we have a Success Plan created but need a way to have a mor granular view within the the Objective.  So the request is to have the ability to add a sub -task to the Task within a specific Objective.  This will allow our CSMs to call out the specific action the they are taking with a customer product, for example.  This should also show within the Gannt chart as a sub component to the task.

6
A
2 years ago
sashicago
sashicagoGainsight Community new member
shared in CS Product Ideas

Survey Analytics/Reports on DashboardsResponse from Customer

The reports in the Survey Analytics tool are incredibly useful but are often impossible to replicate using Report Builder. We have matrix style questions or multiple choice questions that, when in Report Builder, come out looking awkward, or multiple selections are separated by commas instead of being counted as individual responses towards a percentage. I think the survey reports should be available to add to dashboards as they are, rather than having to go rebuild with the data using several unrelated objects in Report Builder

6
sarahmiracle
All Star
6 months ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

Ability to adjust the content which exporting the Dashboard as PPTResponse from Customer

Hi There, One of the customer is facing an issue where on the dashboard page it shows full Legend list which is 10 but when exported it shows 8, due to size of PPT . Can be have the abilty atleast to pull the data which is shown on the dashboard? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/DashboardExport-5e0bead1-6b5d-4107-9339-189ecebf00fe-896394621.png[/img]

5
chris_h
Gainsight Rookie
2 years ago
kate_green
Champion
kate_greenChampion
shared in CS Product Ideas

Rule Schedule Matrix ViewResponse from Customer

Something that I've created and found to be useful is a schedule matrix for all recurring rules and uploads.  This way, I am able to know when I have a lot of rules scheduled and when the system has some 'free time' where nothing is running.  It also allows me to make sure I upload any relevant data before any rule that might use said data triggers. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180425-19044-ugtho8-RuleSchedule_inline.jpg[/img] It would be valuable to me to be able to download a similar list or matrix of all of my recurring rules.  The current snapshot does not include bionic rules, so it can't be used to fully 'inventory' all of our rules. 

5
darkknight
ACE
3 years ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Related Objects and ReportsResponse from Customer

Would be great if the information in reports was centered instead of aligned left.  We’re having some confusion due to the left alignment.   

5
heather_hansen
ACE
2 years ago
sam_leonard
Gainsight Rookie
sam_leonardGainsight Rookie
shared in CS Product Ideas

Field that imports the most recent comment in a ZenDesk thread into Gainsight for addition to the Customer 360Response from Customer

Hello! I was wondering if there were plans to expose a field that allows users in Gainsight to see the last comment posted to a given ZenDesk thread. I can see that the "Description" will bring the body into Customer 360, but this request has come up repeatedly from my org so I wanted to find out! Thanks!

5
sai_ram
ACE
1 year ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Cockpit filter based on Contacts attached to CTA's.Response from Customer

Posting on behalf of customer. Currenlty on the cockpit you can only create a fitler based on information from the Account, Customer Info, Call to Action, or Relationship objects. The Contacts associated to a CTA are stored on the AssociatedRecord object and it might be nice to filter CTA's based on that information. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Image20190612at1-33-18PM-77c04b93-9ad6-436a-b691-032464b450e8-45952021.png[/img]

5
dan_ahrens
ACE
2 years ago
leslie_mendonca
Gainsight Rookie
leslie_mendoncaGainsight Rookie
shared in CS Product Ideas

Allow customizable Zendesk widget similar C360Response from Customer

It is today possible to customize the views in salesforce for C360 and add different sections/widget and customize layout assignment by filters.  Need this functionality on the zendesk widget. Use case: We have various support teams that require different sets of summarized data visible on their c360 page. Today's one view for all doesn't give us the flexibility to deal with these variations.

5
sai_ram
ACE
11 months ago

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