CS Product Ideas

Submit product suggestions

  • 5,980 Posts
  • 25,125 Replies

5980 Posts

kelly
All Star
kellyAll Star
shared in CS Product Ideas

Ability to Edit Journey Orchestrator ProgramsPartially Fixed

I continually hear that this is a commonly requested feature but was surprised that there doesn't seem to be a post specific to this topic (searched by Programs and Advanced Outreach) vs the one off requests for individual program functions.  I have to highlight just how frustrating it is that you cannot edit a published Program (save for the schedule and entry criteria). [url=https://community.gainsight.com/gainsight/topics/modify-advanced-outreach-query-after-it-is-published]You can't change the query[/url] [url=https://community.gainsight.com/gainsight/topics/ability-to-break-the-connections-in-advanced-outreach]You can't add or remove a step[/url] [url=https://community.gainsight.com/gainsight/topics/advanced-outreach-creating-a-cta-is-it-possible-to-limit-to-once-per-account]You can't tweak the settings of a Create CTA step[/url] (this required duplicating the journey twice to to try a different setting and then remove the step due to the bug) You can't adjust the wait

19
anirbandutta
3 months ago
josh_grigone
Gainsight Employee: Veteran Rookie
josh_grigoneGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Allow Task Type mapping when syncing Activities to SFDCPlanned

It may be beneficial for end users/admins to have the option to adjust Task Type mapping when syncing Activities from Gainsight to SFDC. Currently, it appears it is set up in such a way that the Task Type to any Activities synced from Gainsight to SFDC will automatically pull the Default Task Type and, depending on which activities are synced, may cause confusion for end users. For example, a user logs a call from the Activities tab with the "Sync to Salesforce Activity" checked off on the Activity config, this call will appear with the default Task Type which may not be set to "Call" and could throw off some end users.  Having the ability to map Task Type in the Activities config may assist in resolving this. Thanks!

22
J
Gainsight Rookie
1 year ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

File attachments in Timeline viewImplemented

I'm wondering if we have anything on the roadmap regarding the ability to attach files to an update in CS360 Timeline view? We currently have the ability to create a link within the notes which is extremely useful, but it may also be useful to have the ability to attach an xls, csv, or doc file to the Notes section as well!

36
arielab
3 years ago
dstokowski
Gainsight Employee: ACE
dstokowskiGainsight Employee: ACE
shared in CS Product Ideas

Ability to bucket values in ReportingPlanned

I often find myself exporting to Excel in order to "bucket" values in reporting - kind of like creating a categorization on the fly like you can in SFDC Reporting.  Would be great to do this in Reports 2.0.

20
sai_ram
ACE
11 months ago
nurah_muhamad
nurah_muhamadGainsight Community new member
shared in CS Product Ideas

Deleting Timeline ActivitiesPartially Fixed

How do I delete a timeline activity? I can't change the type of activity once I've logged it either.

46
anirbandutta
5 months ago
allie_gold
Gainsight Rookie
allie_goldGainsight Rookie
shared in CS Product Ideas

If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".Under Consideration

If anything is changed on CTA by our CSMs, such as CTA due date or any comments or posts recorded, should change from "New" to "Work in Progress". That shows that the CSM has engaged with the CTA to some extent. At least having this option as a checkbox ("Change Status Based on Activity" on the Cockpit Configuration section on the admin page on Gainsight) would be great.

19
sriram pasupathi
Gainsight Rookie
8 months ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Dashboard StatsImplemented

It would be great for Admins to have a way to see dashboard visits. I'd love to be able to see how often certain dashboards are used and by whom. With the every growing list of reports my teams want to see in dashboards, it would be great to be able to say "Well, this one isn't being used, so I'm going to delete it." :)

21
N
Veteran Rookie
9 months ago
sarah_coote
Gainsight Rookie
sarah_cooteGainsight Rookie
shared in CS Product Ideas

Insert table in 360 Timeline ActivitiesAcknowledged

It would be great to be able to either insert or copy and paste tables into the logged Activities for Timeline 360. If I copy paste at the moment, it pastes as text and loses all table layout

22
gopal_rao_kallepu
Gainsight Employee: Rookie
2 months ago
ana_g
MVP
ana_gMVP
shared in CS Product Ideas

Ability to pin a Timeline activityUnder Consideration

Our client timelines are reviewed by a number of different users, from CSMs to Management to others who support the account and need to quickly sift through Timeline activity notes to pull details for QBRs. It would be helpful if the CSM could pin a particular Timeline activity to the top of the Timeline to flag for review by others. So for example, if the CSM logs an update, he/she would include the most important points in that activity so others don't have to spend time reading all of the long email chains, etc. just to get to what they need, while CSMs won't need to change their process of logging activities.

12
cmultanen
Champion
24 days ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Need ability to delete users from User ManagementPlanned

I’ve been running into issues where we have users in my environment that have duplicate Usernames but different SFDC User IDs, however when I compare them to their Salesforce counterparts the usernames are different.  I have to assume this is due to some upstream issue - changes made in SF that are out of my control and/or occurred before I came here - but this causes issues for me because the Salesforce Connector user job won’t allow me to use the SFDC UD as an upsert key, so I end up with partial failures related to the duplicate usernames (my upsert key). When I run into these types of situations my only recourse is contact Gainsight support to delete the user for me.  I need more control over my user table with the ability to delete users.

33
Neha Gupta
Gainsight Employee: Rookie
2 months ago
jean.nairon
All Star
jean.naironAll Star
shared in CS Product Ideas

PX on my CSNo Status

PX on CS (also known as the Enablement Engine)I would like improved user analytics and product engagement to help drive user growth in my Nxt CS instance. We currently have 700 users in Gainsight CS and we are evolving our processes quickly. Enabling our teams on new process/system changes is critical to the success of our teams.As the PX website states, it enables you to deeply understand what users are doing in your product, collect feedback, and create in-app engagements like walkthroughs and guides to drive onboarding and adoption. That’s exactly what I want for my Gainsight CS and my users. Let me explain further.  Gainsight CS Analytics TodayToday, Gainsight provide the G360 feature to show admins some simple usage data. If you don’t have this in your instance, I recommend talking to your CSM to get access to it. The data in this feature is not very deep. You can see things like page views and how often users are logging into Gainsight. You can also top level feature usage like h

23
anirbandutta
25 days ago
sam_leonard
Gainsight Rookie
sam_leonardGainsight Rookie
shared in CS Product Ideas

JIRA Integration possible?Implemented

I would like to link Gainsight to JIRA. Is that currently possible? If not, is it on the roadmap for addition to the platform? If so, when will that be released? Thanks!!

34
andreammelde
Golden Ruler
11 months ago
phaneendhar_lingam
Gainsight Employee: Veteran Rookie
phaneendhar_lingamGainsight Employee: Veteran Rookie
shared in CS Product Ideas

History Tracking for MDA ObjectsUnder Consideration

History tracking data is important for  trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this.   For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ;

27
J
1 month ago
K
krispilsGainsight Community new member
shared in CS Product Ideas

success plan mandatory fieldsAcknowledged

to have the posiblity to add mandatory fields to a suceess plan

18
mary_taylor
Veteran Rookie
3 months ago
lilian_king
Gainsight Rookie
lilian_kingGainsight Rookie
shared in CS Product Ideas

Create option to send notification emails when a CTA or task is due instead of only when it's createUnder Consideration

At the current moment, when enabling daily notification emails, you can only set it so that when a CTA or task is assigned to a person that an email gets triggered.  I'd like the notification email to go out when the CTA or task is due. The way it works now is akin to a Doctor calling to remind you of your appointment the day after you make it instead of the week it actually occurs.

12
rsivesind
Gainsight Rookie
10 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Change Management log to identify what changes have been made and by whomUnder Consideration

As our organization increases adoption of the tool and we have multiple operations team members working inside of Gainsight, there needs to be a mechanism for tracking changes that were made and by whom - both at the administration level and the user level.  As of now any changes have to be tracked manually - if at all. A nice addition to this would be the ability to receive a daily or weekly digest of all administrative changes that occurred.

16
anirbandutta
5 months ago
gurukiran
gurukiranGainsight Community new member
shared in CS Product Ideas

Manual CTA for multiple accountsAcknowledged

Apply CTA for multiple accounts Manually. Scenario: if a user has to go through a process of adding a CTA manually and has to replicate this for all the accounts that he/she is responsible for, currently the only way is to get into a Customer360 page for all the accounts and create the CTA or through the Cockpit Tab. It would be easier/convenient (flexibility) if the user is allowed to select multiple accounts from a drop down while creating the CTA. 

40
sriram pasupathi
Gainsight Rookie
11 months ago
acote
Veteran Rookie
acoteVeteran Rookie
shared in CS Product Ideas

Ability for Admin to Login in as a User in NXTAcknowledged

Currently, we (admins) are able to log in as a different user via Salesforce in order to troubleshoot but this is not a feature in NXT. We are planning on moving some of our users who do not need Salesforce licenses to Cloud only access which will vastly limit the amount of troubleshooting I can do on my end when end users have issues. It’d be great if this feature was available for super admins in NXT.

18
sacha
Gainsight Rookie
2 months ago
jean.nairon
All Star
jean.naironAll Star
shared in CS Product Ideas

Simpler Ability to View Low Volume Object on the C360Under Consideration

On Low Volume objects, you need to add the GSID to a C360 report to be able to see the Edit/View action. This allows a CSM to click into the record to view further details and/or update the record. This is incredibly useful for CSMs.    The only way to make the Actions visible however is by adding the GSID to the report. This is a bit weird and not very intuitive for admins. Can you create a way to add the Actions without the GSID so that it doesn’t clutter the report?    

17
pgeorge
Gainsight Employee: Rookie
8 months ago
tracy_streetman
Champion
tracy_streetmanChampion
shared in CS Product Ideas

Formula Calculations in Reports 2.0Implemented

It would be beneficial for Reports 2.0 to have simple formula calculations available such as +, -, SUM, AVG, %.  An Example where this would be helpful is with Email Logs.  We have sent a survey and within Reports we currently can't report on the "Outstanding" surveys.  If we could create a report with a formula that allows us to subtract completed from sent we would be able to get this data.

25
sai_ram
ACE
3 years ago
domenic_armano
domenic_armanoGainsight Community new member
shared in CS Product Ideas

Add Tabular Reports to Outreach Templates in CopilotImplemented

When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presently an option. 

34
abhishek_sivaraman
Veteran Rookie
3 years ago
anirudh_allika
Gainsight Rookie
anirudh_allikaGainsight Rookie
shared in CS Product Ideas

Folders for Email templatesImplemented

Can we have folders for email templates similar to reports. This would help in organising templates and would make navigation easier

20
sai_ram
ACE
2 years ago
tracy_streetman
Champion
tracy_streetmanChampion
shared in CS Product Ideas

Syncing CTA status "In Progress" with task statusResponse from Customer

Our team often indicates "In Progress" for one or more CTA tasks.  Which they then have to also update the overall CTA status.  It would be a nice UI feature to have the CTA automatically update to "In Progress" when any task was set to this.

20
sriram pasupathi
Gainsight Rookie
10 months ago
nicole_gemmer
Gainsight Rookie
nicole_gemmerGainsight Rookie
shared in CS Product Ideas

Add Due Date to Mass Edit for CTAs and TasksUnder Consideration

Add the ability to change due dates for CTAs and tasks to the mass edit functionality.  This will allow us to adjust dates as we make changes to our process flow.

21
sriram pasupathi
Gainsight Rookie
7 months ago
chris_beaven
Gainsight Rookie
chris_beavenGainsight Rookie
shared in CS Product Ideas

Ability to CC/BCC contacts on CoPilot outreachImplemented

I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific email address, or a dynamic field (e.g. the CSM for the account). This could be used for internal notifications when a campaign takes place.

44
R
2 years ago

Check out our upcoming events

Terms & ConditionsCookie settings