CS Product Ideas

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6068 Posts

irit_eizips
irit_eizipsRegistered User
shared in CS Product Ideas

Automatically Close CTA by CTA Name not CTA ReasonImplemented

When I setup a Close CTA activity, I can only pick the reason, say: "Customer Journey" or "Support Issues". Since we don't have a separate reason associated with each support related issue, the close activity might impact too many CTAs. Ideally, I'd like to setup one close CTA activity when the rule described in the "rule setup" section no longer applies. Because of the way the business rules filter is currently set up, it is nearly impossible to configure the "Close" Activity in the same business rule as the "Create CTA" activity. This results in a very long list of business rules one needs to maintain. Moreover, when the list of business rules grows too large (above 20?!) it nearly becomes impossible to quickly associate one business rule to another, if they are indeed related (for example: close and open CTA for certain criteria, or all NPS related (Detractor, Promoter...) business rules).

14
nitisha_rathi
Veteran Rookie
5 years ago
kellie_capote
Gainsight Employee: Shoshin
kellie_capoteGainsight Employee: Shoshin
shared in CS Product Ideas

Filter icon to update to notify users when it has been changed from the default setting on a dashboardUnder Consideration

Request from FICO end users: They would like to see when the filter has been changed on a dashboard from the default setting so it's clearly visible without drilling into the filter. Examples of the filter icon turning green to indicate a change or reflecting what's being viewed in the title, etc.

1
heather_hansen
ACE
5 years ago
alex_legay
Champion
alex_legayChampion
shared in CS Product Ideas

Dropdown in outreach contact preview only pulls from random subset of the power listUnder Consideration

Currently, when you preview and outreach it pulls from a random subset of contacts from the power list attached. It would be nice if you could search the whole contact list.  This would greatly help out customers that are using multi variant emails while testing. For example, if you are using language as an identifier it is possible you won't get any contacts in the dropdown with the language you are testing for. Also, the default variant always shows in the CoPilot preview UI.

0
alex_legay
Champion
5 years ago
scott_renna
scott_rennaRegistered User
shared in CS Product Ideas

Idea: Ability to sleep CTAs for a given timeframe for a clientNot Planned

With new customers, we often see lead times of 30 days or more until clients receive onboarding and get operational. During this time, our CTAs still fire off and our CSMs spend time closing them.  It would be great to have the ability to sleep all CTA activity for a specific client account for a timeframe so that the Cockpit view doesn't become overwhelmed with CTAs that are not actionable. 

2
scott_renna
5 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

More Syncing Options For SFDC Synced TasksImplemented

I have a customer who would like more options when syncing tasks about specifically what they want to sync. In this particular use case, the customer would like to sync tasks but not to sync over the "comments/descriptions" of the tasks. Currently, there isn't an option to pick and chose what specifically they want to sync... its all or nothing. 

4
nitisha_rathi
Veteran Rookie
5 years ago
megan_hamby
megan_hambyRegistered User
shared in CS Product Ideas

Adding criteria to Revenue BandsNo Status

We have CSMs in the US, UK and soon to be Australia. We want to dictate an engagement model by spend, however the revenue bands need to be a different spend amount per region (due to the ACV material amount being different in one region vs. another). The ideal solution would be to be able to add Criteria to the revenue bands. An example would be that our Community segment in the US is $0-50k USD, but $0-25k GBP in the UK. Is this possible? 

2
vadim_matusovskiy
5 years ago
chris_mudd
Veteran Rookie
chris_muddVeteran Rookie
shared in CS Product Ideas

Date Formats CoPilotImplemented

Can we add the ability to show a date format in CoPilot that looks like July 1, 2016.  As it stands now if we try to show the natural format it puts in a time stamp or looks like 1 July 2016.  

6
ben
Champion
5 years ago
roja_kode
Shoshin
roja_kodeShoshin
shared in CS Product Ideas

Mixpanel 2.0 - Data Jobs- Schedule/Next Run Date/timeImplemented

Is it good to have schedule or next run date/time showing on UI of data jobs in Mixpanel 2.0?

0
roja_kode
Shoshin
5 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Customer 360: Add customized search options to bare C360 pageImplemented

I discovered today while poking around the February release that if I go to the following link:  [url=https://URLtoGainsight/apex/customersuccess360]https://URLtoGainsight/apex/customersuccess360[/url]  it will take me to a screen that looks like this: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160219-13226-1pfsmug-img_inline.png[/img] This is great actually, because people are always asking me how to get to the C360 page and I have to remind them it is via the Customer tab, searching for the customer and clicking on the customer name. But even though I have configured advanced search options on the C360 page to include Account Number (and it works when I am on a populated C360 page) the advanced option does not seem to work from this screen. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160219-30562-jpnvke-img2_inline.png[/img] It would be great if we could have that function work here as well, b

7
josh_grigone
Gainsight Employee: Veteran Rookie
5 years ago
kevin_ly
Champion
kevin_lyChampion
shared in CS Product Ideas

[Feature Request] Customize Survey Analytics Section Graph ColorsUnder Consideration

Posting on Behalf of a customer: It would be nice to edit the color scheme of the reports within Survey Analytics Section. Currently it defaults to a few colors, taking the first graph as an example. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170425-128176-174ermq-Snip20170425_14_inline.png[/img] Want to be able to set these to one color, which helps determine they are related data point

0
kevin_ly
Champion
5 years ago
christopher_sanderson
Champion
christopher_sandersonChampion
shared in CS Product Ideas

Attributes section- Toggle "Editable" for all fieldsUnder Consideration

I think it would be nice to allow a toggle where all fields on the Attributes section are now "Editable", rather than going line by line.  Becomes tedious after a few clicks selecting each individual field and then clicked "Editable" in the pop up box.

2
rajdeep_barman
Gainsight Employee: Rookie
5 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Increase the limit in character count due to variance in language characters.No Status

Can we expand the character length for the sub questions in a matrix question. It is now set at 100 characters however when we translate the questions in some of the other languages we run into an issue where in the language translation we exceed the 100 characters. We have been use to a character limit of 150 characters in previous survey tools to accommodate the translations and the longer question in languages such as Portuguese, German, French, and Spanish.

1
praneet
Shoshin
5 years ago
lilian_king
lilian_kingRegistered User
shared in CS Product Ideas

Add ability to create or manage CTA's from the new Timeline sectionImplemented

When I am on a call with a customer, I often come out with actions items.  It would be awesome to be able to create/ generate CTA's from within the timeline so that I can do it as I'm writing my notes vs. having to do a separate action on a separate page.  

8
karen_jones
5 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Drop Down For Detail List View For CTA AdministrationImplemented

Currently, when you want to add a field to the "detail view" configuration screen of call to action there is not a drop down that is displayed to the user. The request from the customer is that we have a drop down display so they can choose from a list of options.  Also, we did determine a workaround that is pretty non-intuitive. If you click into the field and add an "a" the menu does come up to select the proper field. If you then backspace and remove the "a" you are presented with a full dropdown list of all the fields available. Can we make it this way when simply clicking into the box (without having to type a letter and delete it)?  [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/21723-9grshc_inline.png[/img] [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/26177-ejtmvp_inline.png[/img]

1
sai_ram
Grand Slammer
5 years ago
lokeshraovn
lokeshraovnRegistered User
shared in CS Product Ideas

Branding on Survey PageImplemented

Hi All, I'm building few Surveys with Gainsight and have observed that when the user launches the survey - there is a Powered by Gainsight branding at the Bottom of the survey page. Can this be changed? Has anyone does this before. If this can be changed, how can I do the same? Input to this will be really helpful Thanks! ~Lokesh

2
lokeshraovn
5 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Sync Associated Contacts to Task "Name" FieldNot Planned

Customer would like the ability to sync the associated contact to the "name" field on their task records.  [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/4075-1oso8q2_inline.png[/img][img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/26177-1jbul5z_inline.png[/img]

1
nitisha_rathi
Veteran Rookie
5 years ago
jeffrey_coleman
Champion
jeffrey_colemanChampion
shared in CS Product Ideas

Don't Open in New Window from the c360 Customer SearchNo Status

Maybe I'm alone in this (I can accept that! ;-)... but I'd prefer the customer search box that is now standard on all the pages (thanks for that!) to [i]not open a new window when I'm on the c360 page. If I want a new window/tab I'm perfectly capable of using the existing browser controls to make that happen. 99% of the time what I want is to move to that new client. So I search, click, and then close the original tab. If people think browser controls aren't well understood or sufficient, how about either a) a little "new window" icon that people can click as an option or a user preference.

12
elaine_cleary
Champion
5 years ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Column Calculations for Tabular charts to recalculate with quick filtersNo Status

Would be great if when I create a report and use the column calculation feature to show the sum totals for that column that if I filter quickly by typing into the top cell of that column that the totals would recalculate to show the totals of that quick filtered data. 

1
venky_reddy_k
5 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Date filters on dataspacesNo Status

Its my understanding that we cannot add a date filter to a dataspace. I have a customer who would like to do this.  g [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170419-117139-1kxmljq-Snip20170419_30_inline.png[/img]

0
steve_davis
Gainsight Employee: MVP
5 years ago
samantha_braastad
Champion
samantha_braastadChampion
shared in CS Product Ideas

Leveraging multiple SF ID's within 'Company' MDA and other MDA dataNo Status

We have a unique scenario where our individual lines of data can apply to multiple customers as our customers have relationships with each other. This has caused some issue in various aspects. Here are some examples: [list=1] [*]We need to have different C360 sections to account for pointing to the two different ID columns.  [*]Rules need to be written twice to pull from both account fields making management of the rules more difficult.  [*]We have partners that are listed on the customer's Account Page but are unable to establish a 'look-up' on the company object without Gainsight being confused as to which ID to pull from (click on the customer's name will pull up the partner's page instead). [/list] Is this something that is unique to our org or do other users struggle with this as well? 

0
samantha_braastad
Champion
5 years ago
samantha_braastad
Champion
samantha_braastadChampion
shared in CS Product Ideas

Leveraging multiple SF ID's within 'Company' MDA and other MDA dataNo Status

We have a unique scenario where our individual lines of data can apply to multiple customers as our customers have relationships with each other. This has caused some issue in various aspects. Here are some examples: [list=1] [*]We need to have different C360 sections to account for pointing to the two different ID columns.  [*]Rules need to be written twice to pull from both account fields making management of the rules more difficult.  [*]We have partners that are listed on the customer's Account Page but are unable to establish a 'look-up' on the company object without Gainsight being confused as to which ID to pull from (click on the customer's name will pull up the partner's page instead). [/list] Is this something that is unique to our org or do other users struggle with this as well? 

0
samantha_braastad
Champion
5 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Popup Notification Vs. Truncation In SurveysUnder Consideration

Issue: Customer is typing in a sub question for a matrix style question in survey builder. The customer submitted text that was longer than the field would allow. There was no notification message that came up or anything when the user pushed saved. The user then navigated away from this page thinking the question saved and a user pointed out the question was actually truncated on the survey they received.  My Ask: If we are going to truncate these, can we at least provide a pop up to the user that alerts them that the question wasn't saved as they put it into the box. 

0
steve_davis
Gainsight Employee: MVP
5 years ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

CoPilot Follow Up feature pull from the same object of the original PowerListUnder Consideration

When I create a follow up powerlist from a CoPilot the follow up list pulls from a completely separate object than what my original powerlist was created from. The reason why I create a powerlist on different objects is to use TAGs to send the emails from those employees and in the signature line. Because the follow up powerlist is on a totally different object I no longer have access to sending a similar template from the same employee to the customer. I am only able to send from the customer or account itself which makes not sense. Doesn't make sense as a customer to get an email from myself to take a survey for a company. 

17
scott_superko
5 years ago
reneehouse
Shoshin
reneehouseShoshin
shared in CS Product Ideas

Provide capabilities for bionic CTAsImplemented

Just as with a regular CTA, I would like to have the ability to close CTAs and link objects to a bionic, rule generated CTA.  I see that these areas show in the bionic CTA, but I understand that this would be a feature request.  As 95% of my CTAs are now bionic, when will we have the same features available in regular CTAs?  Will this be a part of the spring release?

2
nitisha_rathi
Veteran Rookie
5 years ago
mmccluregainsightcom
mmccluregainsightcomRegistered User
shared in CS Product Ideas

linking objects to email tasksUnder Consideration

A recent use case has come to my attention where it would be beneficial to have the option to link objects to email tasks. As an example if an email task is relevant to a support case it would be helpful if we could link that email to the appropriate support case. 

3
cy_perry
5 years ago

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