CS Product Ideas

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6059 Posts

H
hkennelRegistered User
shared in CS Product Ideas

Change UX Colors on Timeline Entries so They're Easier to ReadUnder Consideration

The new user interface has too much whitespace.  It makes the timeline entries look like they run into each other (or it looks like one big expanded timeline entry) and it’s hard to consume. Can you make the Timeline Entry titles or the background a different color so it’s easier to decipher between them? New UXOld UX  

1
sai_ram
Grand Slammer
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
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Filtering in drill down reports.No Status

Posting on behalf of customer. Currently on reports that contain a drill down, if you want to apply filters to the drill down section of a report you need to apply them globally on the report itself. This potentially filters out data at the global level which you want to see.The use case here is that you’d like to see a holistic view at the global report level and then when you drill down you’d like to see specific data filtered down per dataset. 

1
darkknight
ACE
1 year ago
swen
Shoshin
swenShoshin
shared in CS Product Ideas

Create a filter for closed Tasks in CTAUnder Consideration

Hi,for higher usability it would be nice to have a filter in the cockpit to filter out Tasks that are done. Today only the complete CTA can be filtered.  

1
sai_ram
Grand Slammer
1 year ago
darshana.shah
Team Captain
darshana.shahTeam Captain
shared in CS Product Ideas

Simplify Filter on a report for non-admin usersNo Status

We would like for our org to be able to use filter on their own reports within dashboard. However when creating job aids, we have a hard time helping people understand the drop down of options  when looking at filters. There is a hide function but that function will hide something from all users not just CSMs. Is there way we can designate who to hide filter fields from so that when editing dashboard reports they see what is relevant for them and not the full list an admin would need?Darshana

1
HollySimmons
All Star
1 year ago
anthonysabato
Veteran Rookie
anthonysabatoVeteran Rookie
shared in CS Product Ideas

Default to Company for EmailtoTimelineUnder Consideration

Users often forget even after I beg, to check off their E2T settings to log to Company and not Relationship. This causes issues when it should be a global setting on an admin level from the start. 

1
nitisha_rathi
Veteran Rookie
1 year ago
jean.nairon
All Star
jean.naironAll Star
shared in CS Product Ideas

Migration TokensUnder Consideration

Is it possible to link a sandbox to a production instance so that we don’t have to continuously add the migration token each time we create a new migration job? Ideally it would be preferred if we can just enter the target migration code once and reuse it multiple times. 

1
pgeorge
Gainsight Employee: Rookie
1 year ago
cameron_wright
Gainsight Employee: All Star
cameron_wrightGainsight Employee: All Star
shared in CS Product Ideas

Updating Existing CTAs with Rules - add featuresNot Planned

I have a customer that would like to be able to update more CTA fields / create if not already in place. For example adding updates the the fields they have in the CTA groups.   

1
sai_ram
Grand Slammer
1 year ago
jagadeesh_kumar_paidimarri
Veteran Rookie
jagadeesh_kumar_paidimarriVeteran Rookie
shared in CS Product Ideas

Provide the feasibility to hide record types that are not applicable to users with different profiles.Acknowledged

Hi Team, Posting this request on behalf of a customer.Currently when a related list is configured on standard salesforce objects like opportunity,case etc, and when record types are enabled in user’s org, creation of new records within this C360 page for corresponding records are not hiding record types that are not applicable to logged in user’s profile. All the available record types are exposed as the context is taken as Oauth user here in this case.Expectation here is to hide un-relevant record types that are not applicable to logged in user’s profile. Regards,Jagadeesh 

1
sai_ram
Grand Slammer
1 year ago
J
Gainsight Employee: Rookie
JyothsnaGainsight Employee: Rookie
shared in CS Product Ideas

How to ingest data into Relationship Person through Bionic rule:No Status

How to ingest data into Relationship Person through Bionic rule: While we are setting up any configuration at an account level, we make use of Company Person object to browse through the respective contacts associated with that account. We have a direct connector job in connector 2.0 to sync the data from SFDC to Company Person object in Gainsight, which makes our job easier. But when you are setting up something at a Relationship level, we need to sync the Relationship Person object to bring the user level details of that relationship. Since we do not have the connector job to sync the relationship data, we need to configure the Bionic rule with the Action “Load to People”. The rule configuration is easy except the lookup configuration in the setup action.  Let me show step by step simply and stress more on the lookup configuration in more detail.  Create a new rule at “Account” level. Fetch the contacts from SFDC Contact object Fetch the Relationship details Relationship Contact

591
phani_kumar
Gainsight Employee: MVP
1 year ago
S
Gainsight Employee: Rookie
SrikanthGainsight Employee: Rookie
shared in CS Product Ideas

Can we have a look-up to the Activity Comments object from Activity Timeline objectNot Planned

Hello Team, Can we have a look-up to the Activity Comments object from Activity Timeline object so that the comments can be reported from Activity Timeline object. Thanks & Regards,Srikanth

1
nitisha_rathi
Veteran Rookie
1 year ago
davebrown2242
All Star
davebrown2242All Star
shared in CS Product Ideas

Ability to use Dates and Numeric values in Concat TransformationsNot Planned

I had a great idea on how to leverage the C360 Summary tab Comment (not really utilized today as it is a free form memo field without author or audit ability) to surface the latest activity from CSM or AMs for Management/Executives. Writing to that field needs to be done in a single shot - so I went to the Concat Transformation to design...However - admins do not have the ability to leverage Date or Number fields in Concat Transformations. Nor do we have the ability to use String functions to convert the fields types to be usable.Who would love to have the ability to add Date or Numeric values in concatenate transformations?

1
davebrown2242
All Star
1 year ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Find and replace text using rules.Under Consideration

Posting on behalf of customer. Currently in rules it doesn’t appear that we have the ability to find and replace text using rules efficiently. An example is a text field with 'Test;Test'. You would find ';' and replace that with 'and'. Would be nice to have an easy ‘find and replace’ option in a transformation task or something.

1
rakesh
Gainsight Employee: ACE
1 year ago
S
Shoshin
sromaShoshin
shared in CS Product Ideas

Show count of items next to each C360 categoryNot Planned

Hi Team, Had a request from a team member to display a number next to each C360 category on the left-hand panel of the C360. Example:Scorecard (3)Success Plan (2)Cockpit (6) They felt it would add nice visibility to show how many items fall under each category.Thanks! 

1
sai_ram
Grand Slammer
1 year ago
M
Gainsight Employee: Shoshin
MIlanGainsight Employee: Shoshin
shared in CS Product Ideas

Change of Bulk Api Log message in Rules execution historyNo Status

Hello Team,Recently, I came across a situation where the Rule execution history showing as below, when it failed for crossing the limit of 30 Miniutes Time Out error :: “Error occurred in action: Action 1 - Load To Opportunity - Task - Merge Close Type : exception.SystemException:--------------------------------------------------------------Exception occurred while polling status of bulk api action"  I believe, If we could change the error information in the Rule execution history as “Bulk API Error – Timeout – Rule exceeded 30 minutes run time, it would be helpful for end users. Thank You

1
sai_ram
Grand Slammer
1 year ago
cankney
Shoshin
cankneyShoshin
shared in CS Product Ideas

Update health scorecard with Sally on SlackNo Status

Our team loves the functionality to post updates to timeline from slack. It would be great if they were able to update other things such as specific scorecard measures for an account. Is something like this on the roadmap?

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

Feedback from the customer: Timeline (Seismic)Implemented

Little clicks that could be better. Timeline entry, 3 dots > Share Link, a pop up, THEN click Copy – how about just a copy button for 1 click Exporting all timeline. I can copy individual entries (the spacing is too big, always drives me nuts, I have to edit after pasting), but to do all entries at once, there is no way. For instance, I want to filter to Milestone type, and copy out all of those to share with a senior leader or sales. Or all Risk items. Or all emails. Can’t do it.

1
R
Veteran Rookie
1 year ago
S
Gainsight Employee: Rookie
SKondreddyGainsight Employee: Rookie
shared in CS Product Ideas

SAML Config is not getting carried over to new Sandbox via Tenant CopyNot Planned

Team,Currently, we are not carried SAML Configuration over to new Sandbox. So few of client have a process to require SSO login via SAML, So it is tough for client to re-create SAML everytime after the refresh. Can we consider this asset to be part of the Tenant Copy in future release.

1
pgeorge
Gainsight Employee: Rookie
1 year ago
anna_james
Shoshin
anna_jamesShoshin
shared in CS Product Ideas

Ability to schedule JO programs other than Daily, Weekly or MonthlyAcknowledged

We are using a program to send a bi-weekly, exception style email to our CSMs to give insights into areas of Gainsight to help with account maintenance. I can only see it possible to schedule programs daily, weekly and monthly. Can we have more flexibility in scheduling? We require to send this every 2 weeks. Weekly is too much and monthly, not enough. 

1
nitisha_rathi
Veteran Rookie
1 year ago
keith_mattes
Champion
keith_mattesChampion
shared in CS Product Ideas

Admin UI Rule Status TrackerNo Status

Wouldn’t it be cool to NOT have to always nav to “Execution History” when firing off a test run to check status or results? Wouldn’t it be cool to be able to see if a rule was running (test/live) while you were working on it? I find myself asking these questions more frequently as we have more needs as well as active updates to the system.  It would be nice to have some place in the Rule UI that could/would display “Rule Status” or something? As an Admin, I believe this would be very beneficial from a work-management perspective as well as quality of life by reducing clicks back to Report Builder,  click on the Rule you were just in and working on and triggered a run, and then to click further to get to the Execution History.Below I have highlighted some areas that appear static throughout the rule that could possibly be leveraged for something like this. Could there even be a step 5 “Results” or “Outcome” maybe?

1
dan_ahrens
ACE
1 year ago
jeremy_johnston
Veteran Rookie
jeremy_johnstonVeteran Rookie
shared in CS Product Ideas

Journey Orchestrator: Add to Gainsight AnalyzerNo Status

It would be great to add a Gainsight Analyzer feature for Journey Orchestrator, in the same way we have it for Rules Engine, Cockpit, Scorecard, Objects, etc.We don’t have a way to monitor the performance of our programs, and when we experience significant ‘Queued’ times or lengthy sync times this would be a useful feature to have.  

1
sai_ram
Grand Slammer
1 year ago
jean.nairon
All Star
jean.naironAll Star
shared in CS Product Ideas

Nxt - Minor update to the Scorecard MenuPlanned

In Nxt, when you click on Scorecards on the menu, it takes you to Scorecards 2.0. This is probably a pretty minor change but for consistency’s sake, I would eliminate the “2.0”. I Nxt, there is no longer a notion of Scorecards 1.0 and Scorecard 2.0 for admins. Its just one scorecard feature now.  Scorecard Menu   Scorecard Page 

1
shantan_reddy
Shoshin
1 year ago
R
Gainsight Employee: Shoshin
rbushGainsight Employee: Shoshin
shared in CS Product Ideas

Success Snapshot 2.0 - Compatible with KeynoteNot Planned

The ability to upload other systems outside of Powerpoint, as there are CS teams that use other systems such as Keynote. Therefore it would be helpful if we are also able to upload .key documents to Gainsight for Success Snapshots to be used. 

1
sai_ram
Grand Slammer
1 year ago
katepalli
Gainsight Employee: Rookie
katepalliGainsight Employee: Rookie
shared in CS Product Ideas

Answering to the survey questionNo Status

I'm creating a survey and I need to create a question that is not a checkbox and it's not a radio one. When a person will answer my question he can choose 1, 2 or 3 answers, not more than 3, but less than 3 it's ok. And I'll give like ten options.How can I do it?

1
sai_ram
Grand Slammer
1 year ago
ana_g
Olympian
ana_gOlympian
shared in CS Product Ideas

Ability to increase Timeline font size..Under Consideration

With the new Timeline update, some of our users are commenting that the body text is tiny and are asking if there is a way to resize. Do we have any options here?

1
nitisha_rathi
Veteran Rookie
1 year ago

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