CS Product Ideas
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Help text box needed for "Logs" button in data operationUnder Consideration
Hi Team, One of my customer is looking to have a help text directly within the UI would be more helpful to show what “Logs” button would actually help in. "Logs" tab shows activities performed on low volume custom objects; perhaps we can make this more evident within the product. It may help to clear up any ambiguity as well between other logs button.
Wrap line for single wordUnder Consideration
In C360, when using the "Wrap line" feature, it does not work on a single word that's longer the the column width. For example, if an email address is longer than can be shown, clicking "wrap line" doesn't work (because the email address is one word) Can we look into making it work
Similar to the enhancement released today enabling Success Plan Info to be configurable, it would be great if we could modify the "Objective" heading to call it something else. In our case, we'd change the term "Objective" to say "Initiatives". We'd then expect to see the CTA type name changed as well to reflect the term "Initiatives".
Execution summary sheet won't show the records affected for "Load to People Action"Response from Customer
Hello Team,"Load to people" action Execution summary sheet won't show the records affected, it will show only the summary. In case of any failure records in the execution, we will show in the rule result sheet.Currently it seems like a limitation.It's very important for customer to be able to see affected records in these logs.Could you please check on this request, if we could implement this in the future!
We are a multiple product company and I would like to be able to summarize on the Customer 360 all the licenses that a customer has purchased. With the limitation of only 6 boxes that doesn't allow us to accurately track a customers license count and therefore we have to continue to look at their account record in SFDC.
Need an option to delete user created fields (whlie configuring 'Activity type') from the front endNot Planned
Currently we are able to create a field by customizing\creating an activity type. But we are not able to delete these fields.[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170302-70860-2n5omf-activityType_inline.png[/img]
New report sharing feature, It should not select the next day as the end date with no notification.Under Consideration
Hi Team,While sharing the report (through schedule) it saves with no end date. Just automatically selects the next day as the end date with no notification.An end date seems to be required, however, if you save without an end date, there is no validation to preventing this from happening. Instead, it actually creates its own end date (the day after the start date) and does not inform the user that it has done this.
Is there a way to export the JO Analytics "dashboard"?Under Consideration
Hi,I’d like to export from time to time (maybe with an automation) the JO Analytics “dashboard”, as some employees from another team may be interested in the results, but should not be allowed to have full access to GS JO tools.Is there a way? I don’t see any option on top of the window. Thanks
Report on CTAs that are Posting to ChatterUnder Consideration
It has come to our attention that some of our customers would like the ability to report on CTAs and see if they have posted to chatter! We have certain flags in place already, like "isRecurring" that let us know if some detailed properties of the CTA. Since this is a field that is selected when creating the rule (Post Comments to Chatter - Once/Weekly/Never), it would be nice to see and report on the settings CTAs have. As always, thanks for the support! Take care... -Logan T.
Hey,We are receiving Sally notifications whenever a user completed a CSAT survey. The next obvious step would be to view the actual response attached to that notification, but right now this is not possible. We would very much like to request enhancing the Sally integration by providing the full response to that notification, so we can quickly and easily get this information. Best,Tal
Sponsor Tracking: Need an administrative function to disable any update contact functionsUnder Consideration
We discovered this week that Sponsor Tracking will allow updates to the SFDC Contact object....this was not disclosed to us during our initial setup of the environment, but shame on us for not paying closer attention to the documentation. Our SFDC contact records are associated with an end users' Customer Portal profile (which is regularly synced via an external process, based on any updates by the end user). We are not permitted to make updates to that record, yet Sponsor Tracking allows you to do so via Accept Changes or Edit. I realize there is an Ignore Changes option, but it is too risky to leave in the hands of end users that they may not inadvertently accept the changes. We want to use Sponsor Tracking so that we can alert CSMs to any changes via CTAs, but do not want those changes to affect the SFDC Contact record...ONLY the Sponsor Tracking record. We need an administrative option to override the Accept Changes/Edit Changes functionality. Unfortunat
Ability to change and/or add columns to the output of the Success Plan tables in the PPTAcknowledged
Would like the ability to change the column titles in the output of the tables in the Success Plan PowerPoint. Right now the table on tasks has a Due Date, but would like the ability to change that to something more relative to us, like Enter Date. Would also like to add a column for Close Date to show when the task or objective within the Success Plan was actually resolved.
Team Resource Page within GainsightNo Status
As we continue to expand the number of users leveraging Gainsight, documentation of our definitions and best practices is becoming more important. It would be very helpful to have a 'tab' that can house 'Team Resources' such as definitions for milestones, tags, etc. and best practices for creating manual CTA's and Success Plans.
My team has asked for the ability to group all risk CTAs into a single CTA that they can work on to cut down on the number of CTAs. For example, if there are 5 CTAs, they are telling you that there are 5 issues with an account. It would be best to somehow condense these into a single CTA that can be acted on. When they get an at risk CTA, many of their actions are the same in terms of further investigating the issue and responding.
One of our customer (Wisse) from the "Bynder" company would like send along the Brand-field along with the Zendesk ticket, as they have multiple brands in their Zendesk instance. Currently there is no provision to fulfill this request via connector, as it is not possible to send the brand-field along with the ticket in a zendesk instance as we're not dealing in handling multiple brands in our zendesk instance. However, It is possible to pull this info via the API (see [url=https://developer.zendesk.com/rest_api/docs/support/brands]https://developer.zendesk.com/rest_api/docs/support/brands[/url]). So, I'm adding this as our product enhancement and improvement request. Best, Hardik - Senior Support Analyst L1
Starburst ConnectorNo Status
Starburst Enterprise is a data mesh solution that can be used as a data source within enterprise BI tools (like Tableau or PowerBI). It would be incredibly beneficial to be able to leverage the tables in our Starburst instance as datasources within Gainsight (similar to the way the Snowflake connector allows for tables in Snowfake to be used as data sources today) without data duplication as a requirement.
Hi there, We utilize the Heatmap to show our Success Plan Items and their categories - we like to send this out to our colleagues by taking an export of the image. However the image is very small 0.7 MP - where the recommended size for emails or ppts is almost 2 MP. I'm not sure if there is much use for a .7MP image - which is basically a screenshot. Is there anyway there could be a secondary option to download a better quality of the image - or perhaps email a better quality.
Filtering in account hierarchy doesn't change mrr totals, includes Former CustomersUnder Consideration
I'd like to be able to filter out Former Customers across the board, but I'd also like my filtering to reflect the correct mrr for the listed accounts. Show data from all children is awesome!
Survey Preview FunctionalityNo Status
When I am previewing a Survey and validating my questions, formatting, etc., I should not be blocked by the ‘required question’ error messages. This forces me to fill out each question before being able to move on to the next page, something I should be able to bypass when previewing and finalizing Survey content.
Rules Engine - Call to ActionWorkaround Available
I have a customer that is seeing a specific scenario when using the Call to Action (Action) in rules engine. They have an account that is sending two (or more) records to the action step. The way it currently works, if an account meets the criteria for Action 1, it will then use that first record and discard the rest for that account. In this case they want it to work as if the first record can create the CTA and then (comments set to always update) update the comments with the second record information per the setup. Right now it just sees the first record and moves on from there.
Custom color palette for bar chartAcknowledged
Hi Team, When creating a Bar Chart 3 axis report the custom color palette will not work. Once it is a two-axis report then the custom palette works. We will not get individual bar in individual colors till that's only the dimension in the chart. Thank you.
Idea: Allow for custom mapping of Lookup IDs from 360 Layouts > Section/Embed PageResponse from Customer
Perhaps this is possible and I'm just trying the wrong method, but... Our Salesforce instance uses Parent/Child accounts pretty heavily, and we've been running into occasions where multiple opportunities will be concurrently open for different children of the same parent account. And today, our CSMs and AEs have no easy way to see concurrently open opps across an account heirarchy. I thought I had a crafty solution, but ran into a limitation in setting up C360 views. My idea: I added an "Ultimate Parent" account lookup to our Account object in Salesforce– this way If I created a report on Opportunites and traversed up a level to the Account object, I could include a common account lookup across any given company's account heirarchy. What I thought I'd be able to do is create a report and map the object (alothough in this case I created a data space) in 360 Layouts to say show report rows where "Ultimate Parent ID on Account = Ultimate Parent ID i
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