CS Product Ideas

Submit product suggestions

  • 153 Posts
  • 25,166 Replies

153 Posts

bradleymcg
Golden Ruler
bradleymcgGolden Ruler
shared in CS Product Ideas

Conditional Statements in FiltersResponse from Customer

Can we get conditional (If/else if/else) statements in filters? AND and OR logic is helpful, but it would be great to have conditional logic as well. It is true that some if statements can be handled with some fancy and/or groupings, but this would allow greater flexibility on what to include or exclude. Having a report that would allow me to say: IF (X and Y) ELSE (A or B) would be fantastic. That is a small use case example, but the implications would be much more value for anwhere you use logic to create something: reports (regular and data designer), filters, rules, queries, programs you name it. And to be clear, I’m talking about adding this in addition to case logic for formula and conditional fields.

12
bradleymcg
Golden Ruler
4 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
S
Gainsight Employee: Rookie
SKondreddyGainsight Employee: Rookie
shared in CS Product Ideas

Ability to add a new line in concatenate functionResponse from Customer

Team, We have a customer using the text “Concat” function in the Rule Transformations. But unable to introduce a new line character between the fields. They want to display each field in a different line. We have tried to implement by setting the \n & “\n” in between fields of contact function but that deosn’t worked out.

9
S
22 days ago
jess_hall
Gainsight Rookie
jess_hallGainsight Rookie
shared in CS Product Ideas

Importing TagsResponse from Customer

In C360, you can add Tags to a customer. You can also bulk assign them using the Customers tab. Is there a way to import tags to apply to certain accounts?

5
M
Gainsight Rookie
1 year ago
alison_kaprielian
Gainsight Rookie
alison_kaprielianGainsight Rookie
shared in CS Product Ideas

Sorting rulesResponse from Customer

As an Admin, I'd love to be able to sort the rules that we have by scheduled time. I understand that the filters are now available in list view, but it would be great to see the sequence of rules in the place where we revise them. Timeline View is not very useful because it's just a snapshot of a certain time period. It seems odd to have to go to Gainsight Analyzer to see my schedule of rules for the day (still not the most intuitive). I think this would be extremely helpful!

1
sai_ram
ACE
3 years 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
jeffrey_boyer
Gainsight Employee: Veteran Rookie
jeffrey_boyerGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Rules Engine: Group Filtering by Parenthesis you define in Advanced LogicResponse from Customer

It would be nice to group the filters and criteria in the rules engine (dataset and actions) by how you define them with Parenthesis.   Example: (A AND B AND C AND I AND K) OR (D AND E AND F AND I AND K) OR (G AND H AND I AND J) Visually it would be nice if there was a view that grouped by parenthesis so in this case I would have 3 groups when the grouping view is turned on.  This would allow for easier troubleshooting when trying to read through the advanced logic to see what all is being filtered. 

2
darkknight
ACE
3 years ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Include Objective Category in Cockpit Sort by Reason ViewResponse from Customer

The default Reason sorting in Cockpit categorizes Objectives into “NA”, rather than reading the Objective Category. As this is the intended behaviour based on this article FAQ, it seems that the Horizon Experience missed the mark with this sorting by not considering rolled up Objectives. 

3
gunjanm
Golden Ruler
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
jagadeesh_kumar_paidimarri
Veteran Rookie
jagadeesh_kumar_paidimarriVeteran Rookie
shared in CS Product Ideas

Export C360 featureResponse from Customer

Hi , We have a request from one customer regarding C360 export feature: Since this export is not possible for customization and no active enhancements being made to this feature, could you please advise on the future road map of this feature ?  Are there any plans to deprecate this feature in near future ?

3
sai_ram
ACE
1 year ago
reggie_yu_gazmen
Shoshin
reggie_yu_gazmenShoshin
shared in CS Product Ideas

Add other account attributes to Global Timeline searchResponse from Customer

From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.

7
reggie_yu_gazmen
Shoshin
5 months 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
M
Gainsight Rookie
michellebGainsight Rookie
shared in CS Product Ideas

Ability to move survey responses to a different accountResponse from Customer

Hello,It would be awesome and incredibly helpful if there was the ability for admin or support to map a survey response to a different account once they’re recorded. If you accidentally map the survey participants to the incorrect account (speaking from an experience), then their responses stay in that wrong account in perpetuity which is inconvenient. Thanks!

2
M
Gainsight Rookie
1 year ago
zach_davis
Gainsight Rookie
zach_davisGainsight Rookie
shared in CS Product Ideas

Add Automated/Manual field to Customer StagesResponse from Customer

We have some of our customer stage changes automated via rule in GonG. We'd like to be able to prevent users from being able to manually update to the stages that we have automated. Ideally you would be able to mark if they're automated vs manual in the Stage Config section and automated stages would not show up as an option when manually changing the stage.

9
A
Team Captain
2 years ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

Access issue when NXT tenant is switched to new or different tenant.Response from Customer

As per the NXT design, we consider username as the unique identifier by default in the SFDC connector job. Now -1. Create a salesforce connection in Gainsight and complete the user Sync. This will create the user 1 in Gainsight.2. Connect Gainsight to another environment/sandbox with similar data this will create another User 2 in Gainsight.3. Now since there are 2 users with same Id.4. Make User 1 as inactive and assign all the permissions to User 2.5. User 2 in salesforce will see a blank screen.Workaround is to deactivate the User 2 and assign the right permission for User 1.This is not acceptable approach and would need a feature enhancement for the current functionality.   

3
CurtisValentine
Veteran Rookie
1 year ago
joseph_siudzinski
Gainsight Employee: MVP
joseph_siudzinskiGainsight Employee: MVP
shared in CS Product Ideas

Use Linked Object ID in Rule Action as IdentifierResponse from Customer

I really like the new feature in Rules Engine action to auto link a record to the CTA. One enhancement I see is the ability to use the record ID as a possible identifier when running the rule, just like we have CTA name. This would add flexibility in situations where you may not want to tokenize the ID or name in the CTA name to make it unique. The linked record ID could add a 'behind the scenes' unique key. Today, it looks like the action ignored this field when the CTAs are upserted upon rule runs, similar to the playbook.

3
john_apple
MVP
3 years ago
T
Gainsight Rookie
TommyGainsight Rookie
shared in CS Product Ideas

Success Plan Field LimitationsResponse from Customer

While you can map simple data types when creating a Success Plan with a Bionic rule, other data types do not work as expected resulting in having to use less than ideal workarounds (passing them in as text).We need the ability to map URLs from SFDC to Success Plans We need the ability to map Multi Picklists from SFDC to Success PlansI will note that you can pull data types such as URLs and Picklists from SFDC and update a table in Gainsight just fine, it just seems to be a limitation when creating a Success Plan or a CTA.

7
Cornelia
7 months ago
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
caffeinatedadmin
Gainsight Rookie
caffeinatedadminGainsight Rookie
shared in CS Product Ideas

Ability to stagger send volume of emails within a Journey Orchestrator ProgramResponse from Customer

There have been several occasions where we have built an outreach and the total number of participants is greater than a CSM could reasonable take on within a given short time frame.  It would be great to have a way to say, for example, take 300 participants total and send 100 at this time, 100 at this time, 100 at this time as a way to help better control the volume of work for CSMs from a single outreach.   

3
sai_ram
ACE
1 year ago
Nsimon308
Shoshin
Nsimon308Shoshin
shared in CS Product Ideas

Ability to import brand specific fontsResponse from Customer

I am looking to try and keep my NPS survey on brand as much as possible. Is there a way to import fonts into the theme or would I need to draft the NPS template outside of GS and import the whole thing? Currently there are only 4 fonts and a default in the drop down. I have had numerous end users question the NPS as SPAM or phishing emails as it does not represent the brand images/format they usually see.

1
abhilesh_khatri
Gainsight Employee: Rookie
1 year ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Milestone Rules - Note FormattingResponse from Customer

Currently, if you create a milestone from a rule, it just puts everything into a large text block. It would be great if you could do formatting. It would also be helpful to create a timeline entry that can be something other than a “milestone” type. For example, we have a timeline milestone created when a new Account Plan is created/ updated in SFDC. We would like the formatting to be like below so that it is easier to read, but instead everything is put into one massive paragraph. ${Updater_Full_Name} updated ${Changed_Field} for the "${Plan_Name}" on ${Update_Date}. Account Plan Details: Account Goals: ${Account_Goals}This Account Will Renew If: ${This_Account_will_renew_if}30 Day Plan: ${Thirty_Day_Plan}90 Day Plan: ${Ninety_Day_Plan}365 Day Plan: ${ThreeSixtyFive_Day_Plan}

5
jennycs
Gainsight Rookie
1 year ago
james_whitehead
Gainsight Rookie
james_whiteheadGainsight Rookie
shared in CS Product Ideas

Text Boxes: Stripping formatting when pastingResponse from Customer

Good Morning- We've run into this issue a few times over the last few months and I wanted to get some feedback from the community: When our CSMs try and past any text into form fill boxes in Gainsight, the formatting from the program where the text originated (PowerPoint, .pdf, etc.) is transferred to Gainsight's text boxes. The problem is that Gainsight's text boxes don't support formatting (well, there are extremely limited formatting options in the form of <b></b>, <i></i>, etc., but I digress), and the text ends up taking a form that's unreadable, unususable, or just different from other text fill boxes that are manually typed or contain information pasted from a different originating software. Is anyone else running into these issues? Would anyone be in support of Gainsight automatically stripping out all formatting upon pasting, much like Notepad/Textpad does in Windows? This would be done for consistency of display withi

9
Anil Raj Pujari
Gainsight Employee: Rookie
7 months 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
jim_barker
Shoshin
jim_barkerShoshin
shared in CS Product Ideas

ZenDesk - Authorize based on TokenResponse from Customer

I am working with a customer who wants to authorize the Gainsight connector to ZenDesk with a token, rather than a user/pass.  Is this possible as it would make management of vendor connectors to ZenDesk easier?  Let me know if more info is needed

4
jean.nairon
All Star
1 year ago
prithvi_vihari
Veteran Rookie
prithvi_vihariVeteran Rookie
shared in CS Product Ideas

[Posting on behalf of Customer]- Ability to restrict Picklist values on picklist fields in Call to AResponse from Customer

It might be a good idea to have the ability to restrict picklist values based on the CTA type so that we only get a limited number of choices on a dependent picklist field based on the choice of a certain CTA Type I have selected.

4
aditya_marla
Gainsight Rookie
1 year ago

Check out our upcoming events

Terms & ConditionsCookie settings