CS Product Ideas
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Hi Team,We have limitation where any editable field that is marked as read only in CTA layouts are not being honored in list view fields of CTA. For example the 'Test Edit' field is not editable within the details page of the CTA and the same field 'Test Edit' is editable in the list view fields of CTA.Can you please make the field 'Test Edit' not editable within the CTA columns?Thank you.
[Feature Request] Support For Cockpit Calendar Integration For Organizations That Require 3rd Party ApprovalResponse from Customer
Posting on Behalf of a Customer. In this case when doing the outlook calendar integration, due to organization setting, user gets a prompt to request approval from an internal IT Team. Once user gets approved by that team, code is received. The issue that is found is that once the authentication code is received, doing “click to authenticate” again in NXT, shows the request approval window again. Given this cycle, user is not able to fully complete authentication. As it is mentioned to be not supported right now, hence this post for feature enhancement for this use case.
Salesforce Implementation Project Contact StrategiesUnder Consideration
Hello! I have been discussing the available options for adding additional contact lookup fields within an Implementation Project with our Salesforce team. However, in doing so, I'm wondering if there is a way in Gainsight to pull contacts from more than just 1 field. For example, in my attached screenshot, you are able to select the specific contact field you are looking to pull from, but is there a way to add additional drop-down menus to say "Contact 1 [b]and[/b] Contact 2 [b]and[/b] Contact 3", if that makes sense? So that we can pull multiple contact lookups and send to more than just one contact per project? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161205-102264-5vrp0g-Capture_inline.png[/img] Let me know if I can help clarify any of the above! Thanks, Melissa
NA makes far more sense than NULL in report results from a user perspective.Current Functionality
Hi Team,Showing NULL values in the reports results reads like there is an error, It just looks odd. NA makes far more sense from a user perspective. NULL being shown doesn't look as user friendly and may be taken to mean there's an error.https://share.getcloudapp.com/jku45LRz
Bidirectional Sync from C360Workaround Available
As a CSM, I would like to be able to edit specific fields in C360 that will sync over to the account or any other related objects in Salesforce. I currently have to create a CTA to take advantage of bidirectional sync (which adds additional steps). I wish I could simply edit in C360 and see the changes reflected in Salesforce so that I don't have to keep changing systems.
Ability to have date type in the Case statement - Rules engineUnder Consideration
The out data type here is limited to number, string and boolean. But we have encountered multiple usecases where the final out put fields needs to a date based on set of conditions/criteria.Is this something in road map?This ability to have date type in the case statements is not a possibility in Data Designer also.If we can have the ability then it would be super helpful
[Feature Request] Be able to remove Mail Icon from Survey Distribute IconUnder Consideration
Posting for customer: For orgs using the "Distribute" section in Surveys there is a Mail Icon that can be clicked under the Actions Column. One way to get this function is by clicking on "Not Responded" under the Contacted Box. It would be a good idea to be able to control access to that Icon or Customize it, like a global generic one. Use Case: - For an org that does bonuses based on NPS statics, it can be a potential problem, where a user can take the survey meant for a contact. When you click the mail icon it shows a survey link. Restricting access to this icon and have the user use the "Resend Email" would fix this issue. - Customization with the template when clicking the icon comes in handy when you want to make sure the email is company watermarked at least (helps with reputation). Currently it just shows a greeting and survey link.
Hi Team, Currently when we use the inline reports in JO and try to send a email , The columns are trimmed and we don't have an option to show complete column name or data in that column . While we add report to the program the column name is showing up fine but while sending, it is adjusting according to the template and trimming the column names and data in it. Currently we don’t have a way to adjust column size. If this can be taken up as future request it will be very helpful for the customer . Sample Screenshot.
Rules Search CategoriesUnder Consideration
Currently we list our rules based on Name,Type,Action,Created by,Last modified by,Source Object. Can we have couple of more categories i.e. Target Object (this would be helpful), We don't have any category for rules related to relationship. Currently we need to search manually or assume based on the rule name
Customer after migration to NXT is able to see JBCXM objects in report builder but unable to see JBCXM objects in rules engineNo Status
When a tenant is moved to hybrid, the Gainsight package is uninstalled and all existing data from jbcxm objects moved to NXT objects. In the rules, we are hiding all jbcxm objects but we are able to build a report on these objects (example: Call to Action, Customer Info) on hybrid org, user requested if the JBCXM objects can be hide from report builder as well.This has been discussed internally and has been considered as an enhancement request.
Include CTA Name in 'Create CTA once in X Days'Under Consideration
The new-ish feature for CTAs to limit how many times a given CTA can fire in X days has come in very handy. However, I think it would make sense to also include CTA name in the tokenizing if it's flagged as an identifier. Otherwise, there isn't really a way to have the same action fire a different CTA that are unique because of name, with that box checked. In my example I would want it to fire once in lifetime per unique CTA name. As far as I know now, there isn't a great way of accomplishing this. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170924-36269-tr33i0-Screen_Shot_2017-09-24_at_4-51-46_PM_inline.png[/img] Thanks!
Allow PDF Export of Survey 2.0/Response ReportAcknowledged
Our Org is starting to heavily adapt surveys 2.0. We LOVE the response analytics, however we would love to share this with leaders that are not Gainsight users. Can we have the ability to export Survey Statistics, Response Report and Text Analytics as a PDF? Ideally we would love the ability to print out a summary of the entire survey in a very digestible, user friendly format, without having to export 3 different summaries.
Multiple attribute mapping to an objectUnder Consideration
I have a customer that is trying to view by a certain contact but at any given point of time, an attribute can only be mapped to one object (in this case its mapped to User object). So an attribute with such a mapping is selected in the filter, autosuggest is enabled and the values entered in the filter are searched against the mapped object. If a contact name is entered, this means No Data would be found. This is the product limitation that has become an annoyance for the customer.
I have been working with a customer who wanted to see if there is a way for CSM's to remove a recurring CTA from its configured schedule. Based on the information that I found out from L2 and engineering, there is no current way within the product (or even from the backend) to kill a recurring CTA schedule. [b]Issue[/b]: Per my conversations with L2 Support on their findings from Engineering, there is no current way in NXT to remove a recurring CTA from its schedule after it is created. [b]Findings: [/b] Traditionally, there are 2 ways to kill a scheduled CTA : [list] [*][u][b]Delete the Parent CTA via Mass Edit[/b][/u] -- [i]does not appear possible in NXT at the moment; mass edit has locked filter preventing you from filtering for "is recurring = True"[/i] [*][u][b]Close the parent CTA[/b][/u] -- [i]parent CTA's are invisible to users in the UI. They don't show up in Cockpit, and can't be interacted with via Mass edit. While you can identify p
Customer had created a Snowflake connection as Custom Connector to push the data from the Gainsight to the Snowflake DB.While authentication its getting failed.Since Snowflake has a unique variation.They are expecting the client id and client secret to be sent in headers(Basic Authentication) instead of in the request body like most other OAuth clients. As of now we are not supporting sending client credentials in headers.
Currently, you are limited to 1 consistent file name for uploading files on a schedule. This presents a problem for backfilling historical data due to size limitations, along with ongoing uploads of daily data. Best practice would be to allow regex so you can keep the beginning of your filename the same along with _reporting_date.csv. Thanks
[SFDC Task/Event to Timeline] Delete Created Timeline Entry If Supporting SFDC Event/Task Record is Removed.Acknowledged
Posting on behalf of a customer. It is found for the Timeline Integration that syncs from Task/Event into Activity Timeline, if the supporting SFDC Event/Task is removed from SFDC the dependent Timeline entry isn’t removed. It be a good idea to have our sync job give the option to remove invalid synced Timeline entries to ensure accurate information is present, so users aren’t misled by invalid Timeline entries. Link to integration sync doc:https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Integrate_Salesforce_Activities_in_Gainsight_Timeline
Enable 'Less is More' function when setting a scoreWorkaround Available
We are looking to set the score based on the average length of open projects. The rule set-up is looking at all open projects and averaging the # of days open. We would like to set the score based on the average number of days open. However, this currently sets the score to 'green' the higher the number. We would like the score to be 'red' the higher the number.
Posting for a customer: When a rule fails there are time it is caused by a single field having a wrong value and not an issue with the row itself. It would be great to have the option to ignore the field that is causing the issue, but still be able to sync the other fields in the row so you are able to get the rest of the data. A type of dropdown for rules would be helpful so you can keep decide to “Ignore” certain fields if they trigger an error/ failure. This could be an option in the rule setup or an option after the rule has run.
Allow User fields in CoPilotNo Status
I have been creating some great emails via Co-Pilot, but our Legal Department requires a specific signature from our CSMs for external emails. It would be great if in the Power List creation, I was able to grab User fields specific to account owners, or CSMs. I can do cross object lookups via SFDC email templates, but am running into limitations in CoPilot. I can create fields on the Customer Info object for CSM phone number and CSM title that are formulas from the user object, but with SFDC audits I would prefer not to create fields for the sake of putting a signature in an email. Any help is appreciated!
Staggering CTA creationAcknowledged
We have a CTA that checks to see which instances do not have a primary contact. If we trigger all at once for the first time, we will have about 20 CTAs per CSM. Ideally we would like this to be 5ish. Is there a way within the CTA to stagger the creation of CTAs? We are setting to create a new CTA every 90 days and to not create if there is another one open. We have the instance name tokenized in the name and using the name as part of an identifier. Thought was to start, I could set to create a new CTA every 1 day, remove the do not create if open, and remove using the name as an identifier
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