CS Product Ideas

Submit product suggestions

  • 5,994 Posts
  • 25,166 Replies

5994 Posts

R
Gainsight Employee: Shoshin
rbushGainsight Employee: Shoshin
shared in CS Product Ideas

GotoMeeting IntegrationNot Planned

An integration with GoToMeeting in order to capture webinar sign-ups/attendees automatically for users in Gainsight to have a view on.

1
P
Gainsight Rookie
1 year ago
iteku
Gainsight Employee: Shoshin
itekuGainsight Employee: Shoshin
shared in CS Product Ideas

In Data Designer - Status of CTA Group to be shown as same in ReportingUnder Consideration

Hello Team,   We’ve received a request from customer, to use the status of the Success Plan in the Data Designer. After checking from my end, As In reports, We are showing the status of the Success Plan, in Status Name field from CTA Group object. The actual status of this is shown as “System Name” from “GS Meta Info” object which is a lookup to CTA Group, by which the status is shown on CTA group.   However, In Data Designer, when we pull in “CTA Group” and status, these are showing up the ID values, as the status is of picklist value.     As a workaround, provide the below, by pulling CTA Group and GS Meta Info:     Can we have the same functionality for Data Designer as of Reporting? This would really be helpful.

1
rakesh
Gainsight Employee: ACE
1 year ago
phani_kumar
Gainsight Employee: MVP
phani_kumarGainsight Employee: MVP
shared in CS Product Ideas

Show the Source Type and Source Object name in the Report Builder ScreenNot Planned

Hi. Can we show the Source Type and Source Object Name in the Report Builder Screen. What I thought exactly was, right now if we click on the down aroow icon on the right side of the report, currently we are showing the “Created By, Modified By, Used In, etc”. So, there itself, if we can show the Source Type and Object Name that would be a good option Example: Source Type: MDA or SFDC or DataSpace Object Name: Actual Object Name which we used to create that report. Screenshot:   Thanks.

1
rakesh
Gainsight Employee: ACE
2 years ago
T
Gainsight Rookie
TheDataSherpaGainsight Rookie
shared in CS Product Ideas

Add ability to filter out certain words from text analyticsPlanned

Right now if you filter out words it just removes that word from the report. I would like to be able to filter out words before the text analytics feature calculates what words are the most common. we keep getting the name of our company as the top word and would like to see what we would get if “Apptio” and a few other words were removed from the options

1
V
Gainsight Rookie
2 years ago
S
Shoshin
sai33335Shoshin
shared in CS Product Ideas

Increasing the subscriber fields limit for Notification settingsAcknowledged

Currently the limitation for the no of fields that can be used for auto subscription is five.    Can we increase this.    Usecase in the words of customer: We'd like to be able to notify people who assigned to the company.In our business, we have our customers in which different stakeholders from us (like in total 8) need to interfere the situation. I need to have that flexibility.  

1
nitisha_rathi
Veteran Rookie
2 years ago
imran1184
Gainsight Employee: Veteran Rookie
imran1184Gainsight Employee: Veteran Rookie
shared in CS Product Ideas

Can a shared email addresses be used adding a drop down to send email from Timeline?Implemented

Hello Folks,   I came across a situation where customer needed a drop down which user can select which email he/she wants to use as a sender email from sending email from Timeline. Is there any possibility of coming this near future? When now we log any email type of activity the email will be sent via current logged in user but the use case customer wants to be able to use drop down list of email address from timeline itself (Those emails will be shared email addresses) and he can then send an email.  

1
R
Veteran Rookie
2 years ago
chris_mudd
Veteran Rookie
chris_muddVeteran Rookie
shared in CS Product Ideas

CTA notificationsNo Status

We would like to see the ability to receive email notifcations even when assigning one to yourself.  Currently the user who is assigning them does not receive when it is assinged by them to them.

1
darkknight
ACE
2 years ago
A
Team Captain
aparimalaTeam Captain
shared in CS Product Ideas

Text analytics for timeline keywords in the form of an exportable reportUnder Consideration

We are looking for keywords such as competition companies and key release discussion etc. This also helps resolve issue with finding keywords on timeline entries which is a big project in vain. What we not able to do today without this feature - Cannot run reports on Notes field for keywords Global timeline is limited in searching - cannot tell which is from CTAs, Objective CTA (SPs) or others. Global timeline is limited to searching one keyword at a time.

1
nitisha_rathi
Veteran Rookie
2 years ago
sam_buddery
Gainsight Employee: Team Captain
sam_budderyGainsight Employee: Team Captain
shared in CS Product Ideas

Change close date of an objective in Success PlanNot Planned

At the moment it is great that you can change the start and end date of an objective / task in a success plan.   But at the moment if you close an objective / task it will close it for the date that you closed it. In some cases some historical goals may want to be added and completed when they were completed (e.g last month)   I would love to see the close date to be editable to avoid this extended line in the Success Plan:      

1
sai_ram
ACE
1 year ago
sierra_evans
Team Captain
sierra_evansTeam Captain
shared in CS Product Ideas

Share360 send link to groupsAcknowledged

Hello, would it be possible to share the link to Share360 to multiple contacts (contact groups) at a customer instead of typing in names individually? Our team uses the Share360 to update clients on cases, projects etc. Some clients have multiple stakeholders (even up to 10-12) such that it is time consuming to type in each individual contact name each time. It would be great to create Sharing groups to shortcut this process. 

1
M
Gainsight Rookie
1 year ago
A
Team Captain
aparimalaTeam Captain
shared in CS Product Ideas

Relative filters in reporting and data desginerUnder Consideration

Add relative filtering capability in data designer and reporting. An example: we were trying to run a report on MDA object that has customer and cases info. We wanted to count all tickets closed as of churn date so close date <= churn date which is not available today. There is only equal and not equal options available in data designer in the design step and not reporting step.

1
rakesh
Gainsight Employee: ACE
2 years ago
B
BenmandelsteinGainsight Community new member
shared in CS Product Ideas

Connectiong Success Plan Timeline Entries to Success PlansNot Planned

We would like the capability to connect “Success Plan timeline entries” to the actual Success Plan. Currently the CSM types in the name of the Success Plan but there is nothing actually connecting it to that plan. We want to be able to see all new timeline entries in our Success Plan dashboard.

1
mary_taylor
Veteran Rookie
2 years ago
K
Shoshin
kerri.lindstromShoshin
shared in CS Product Ideas

Add email address count for programs with an Email Template with multiple versionsUnder Consideration

When creating a program using an email template with multiple versions (that use filters to identify which contact gets which email version) It would be great to be able to preview the total count of contacts getting each version or preview which contact is getting each version prior to the email send in order to ensure the filters are working as expected.  I understand you can spotcheck under the preview email and that the totals by version can be done after the fact in reporting, but it would be a helpful additional check prior to the email send.  

1
nitisha_rathi
Veteran Rookie
2 years ago
S
Gainsight Employee: Rookie
SKondreddyGainsight Employee: Rookie
shared in CS Product Ideas

Alert the Rules when the Default Owner is deactivated in CTA RulesAcknowledged

Team, We have a suggestion form our our client to make sure when a user is deactivated via Data management, to send an alert/popup of all the CTA Rules whose default owner was deactivated. Allowing the user to deactivate may cause the while creating the CTA’s because it is mandatory field in the Action.

1
rakesh
Gainsight Employee: ACE
1 year ago
K
Gainsight Rookie
kytpowellGainsight Rookie
shared in CS Product Ideas

Surface Templates Used in Email AssistUnder Consideration

In JO Email templates, it displays the number of Programs the template is used in. It would be ideal if this also counted where the templates are being used in Email Assist as well. With so many templates and email assist tasks, it is hard to clean up old templates when you cannot quickly see if they are currently being used anywhere.     

1
C
Gainsight Rookie
1 year ago
hardik_mota
Gainsight Employee: Champion
hardik_motaGainsight Employee: Champion
shared in CS Product Ideas

Show error message, if rule is automatically applying "min" function on the SFDC formula fieldAcknowledged

Hi Team,  One of our team member has noticed an issue while using agregation in rules.  A formula field in sfdc doesn't allow “grouping by” formula field. Hence, internally the rule is applying 'min' function on that field while querying which results in the behaviour customer is seeing. We are expecting a warning/ error message to be displayed in order to avoid the rework involved. Use case: When we are aggregating on a field of segment (for an account manager), even though there are multiple segments for the given account manager it shows only 1 segment and the overall count in my initial fetch. As a work around, we have to create 1 more transformation and doing similar aggregation to get the correct output.  Impact : This is creating 2 steps when this can actually be accomplished in a single step and manuall work is increased   Best, Hardik

1
rakesh
Gainsight Employee: ACE
1 year ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Set default score for each measure where no data existsUnder Consideration

Would like to be able to, via scorecard configuration, set the default (or baseline) score for each measure. I have added to some of our rules but it’s not always possible, for example a manually set measure. And I would like, upon the scorecard being first created/assigned to a customer, that a default is provided, and then this is updated when the relevant criteria is hit for each measure via rules, or manually overridden by the CSM. 

1
shantan_reddy
Gainsight Rookie
2 years ago
R
Gainsight Employee: Veteran Rookie
rvinnyGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Includes filter limitationWorkaround Available

Hi,   Our customer had a use case where they wanted to add more than 10 values to the includes filter. As it i limited to 10 values, Could the limit be increased? Please share your thoughts.

1
rakesh
Gainsight Employee: ACE
2 years ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Update Full Name field with edits to First & Last Name fieldsUnder Consideration

I see in a recent release that the Full Name field on the person object is now auto completed with the First Name and Last Name on creation, however any subsequent edits do not appear to have any effect so it quickly becomes out of date/incorrect information. As we need to sync with SF we have to use First and Last Name fields, but the Full Name field is required for the view on GS so we need both to be constantly in sync with each other (or just get rid of the Full Name field and use First & Last Name fields everywhere instead )

1
sai_ram
ACE
1 year ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Allow Mapping of Category Type for Activities in SF SyncAcknowledged

We cannot currently choose to map the Category Type when using the Activity Sync, please can this be considered for inclusion in a future update;   

1
nitisha_rathi
Veteran Rookie
2 years ago
scott_496fa0
Gainsight Employee: Shoshin
scott_496fa0Gainsight Employee: Shoshin
shared in CS Product Ideas

Embedded Pages in Success SnapshotsNot Planned

Hi Team,   One of my customers uses Tableau and would like to display Tableau reports in Success Snapshots to be shared out with their customers when doing QBRs.  We currently do not support the ability to embed pages in Success Snapshots.  I think this would be a valuable product enhancement so that customers who would like to embed third party reports in Success Snapshots would easily be able to do so.  There really isn’t a valid workaround currently. Thanks!

1
rahul_prayakarao
Gainsight Employee: Veteran Rookie
1 year ago
A
Team Captain
aparimalaTeam Captain
shared in CS Product Ideas

Filter to extract date from datetime field in MDA formula fieldAcknowledged

Ability to extract date from datetime field in MDA formula field seems to be not possible today. We are using rules to update the date.

1
rakesh
Gainsight Employee: ACE
1 year ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

JO Email Templates should reflect use in PlaybooksPlanned

Sure would be great if the Email Templates “Used In” accounted for use of templates in Playbooks.   

1
C
Gainsight Rookie
1 year ago
rajasekhar_parasu
Gainsight Employee: Rookie
rajasekhar_parasuGainsight Employee: Rookie
shared in CS Product Ideas

Customer want to restrict to access all attribute sections Via SallyNot Planned

when there are multipee attribute sections Customer  want to restrict what to see and what not to see

1
sai_ram
ACE
1 year ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
shared in CS Product Ideas

Scorecard criteria does not support lookup fields andUnder Consideration

Trying to assign scorecard based on a set of criteria (the CSM/Account owner field in the Company object), it is not available in the drop down list on the company object even though it is a field in the Company object. We can’t use lookup fields for criteria. Also, only the below listed data types can be used in “applies to” section String Number Picklist Boolean Can we have flexibility on having different fields in the criteria for Scorecards? 

1
shantan_reddy
Gainsight Rookie
2 years ago

Check out our upcoming events

Terms & ConditionsCookie settings