CS Product Ideas
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Hi teamWhen viewing or editing a report, the title tag shown in the browser is always Gainsight Report Builder, regardless of whether you are viewing the list of reports or an individual report.It would be really useful to have the report name in the title — to help distinguish which report is open in which browser tab, without having to actually open each tab to check.Thanks!
Reports editability in DashboardsNo Status
It would be more convenient if changing the field label would show the old field name with values in reporting before the change has been made and the new field label with new values after the changes has been made. This would not throw historical data off of reporting.
I am currently working on a survey and translated the survey in French. Everything worked, however, once the response is submitted, the Thank you page is only in English. It would be very convenient if there was a way for it to be translated as well.
Hi Team,Currently, the Table Aggregation behavior in Report Builder and C360 is different. The GROUP BY functionality should be consistent in both these areas. Currently, in the C360 the aggregation isn’t working i.e., instead of showing the aggregate values these are appearing as separate rows.
Currently, our corporate policy on Google BigQuery requires a billing project ID. The dataset that the data lives on, not many (if any) have direct query access to the Project ID. Query access is given to individuals via Billing projects. That way the compute costs can be divvied up based on who made the query. I have spoken with Support and others familiar and have been told it is not possible with the current connector / integration and must have direct query access to the Project ID provided in the connector setup. Our policy will not allow us to leverage the Connector as is due to this, and therefore requesting that the ability to specify a Billing project ID (optional) is added to the connector configuration for the Google BigQuery setup. We utilize other tools, such as Tableau which allow for this - https://help.tableau.com/current/pro/desktop/en-us/examples_googlebigquery.htm (search for “billing” on this page.
I have a KPI reports to show customers and one for ARR. Those are filtered to exclude test accounts and Inactive accounts. Those are also OOB Attributes for the Gainsight Home Summary Ribbon.Unlike my KPI reports though, the attributes are completely unfiltered and show test accounts and inactive customers. This means that to use attributes you must pass them through Global filters that you may not otherwise need, because the other reports you’ve added to Home already have those filters baked in.The current solution is just to use KPI widgets in the summary, but as mentioned here That’s a bit of a non-starter anyways, meaning the actual solution is just to not use the Summary Ribbon at all.
Currently the Log Email to Timeline feature of the Gainsight Assist Plugin only logs the sender as an attendee to the activity. Is there any plan to expand that to include all recipients? This is a pain point because when the email is sent from an internal employee there is no way to log the activity to the correct Company timeline line because GS doesn’t recognize the other recipients.
We have a use case around needing to build a report on company person and limiting by the number of rows returned for each company.Currently, there isn’t an easy way to do so and the report returned has issues with latency due to the amount of data behind it and also it is not easy to navigate given that for one company we can have 50+ names that fit the query and for others a lot less.Would benefit from the ability to have a function that allows for the return of 5-10 records per company w/ criteria - by role for example.Thank you for your consideration!
Hi teamI have a rule that’s failing to ingest data because one of the email addresses in the source CSV file is formatted as “firstname.lastname@example.org “ with a trailing whitespace rather than “email@example.com”.In an ideal world, all of our source data would be perfectly clean, but that’s not realistic for us and probably isn’t for many other people.It would be great if Rules Engine could trim whitespace around email addresses before ingesting them to avoid errors like thisI found a request for a similar thing in JO too but this is specifically for Rules Engine ingest:ThanksJon
Gong.io Call Transcripts IntegrationNo Status
I’d like to suggest a further enhancement to the new Going.io integration to allow for call transcripts to be imported and fed into the CX Center algorithm. Doing so would allow for a very broad search of sentiment keywords within CX against call transcripts from various customer-facing teams.My guess is that there might be some privacy concerns to contend with as part of this integration so that would need to be dealt with.
I am trying to bring a new data object to Gainsight and for that I have a csv file that I am uploading to our S3 bucket.However, this file has some records that do not have right values or format. Since my csv has over 1 mil records, scrolling through it and fixing it prior to upload will be very time consuming, but it would be really useful if the rule engine would still upload the file with the records that are good and provide an error log with the bad ones. That way, I could work only on the bad records, remove the ones that I cannot use, fix the ones that still have some use behind them and re run the rule.
Persistant Legends on ReportsUnder Consideration
I send usage reports internally and to customers through CoPilot on a fairly regular basis. Normally these are stacked bar charts with multiple measures beign displayed at once. This is fine, because the legend appears at the bottom to indicate which each of the colours are representing. When a user only has one type of measure being displayed on the graph though, the legend disappears. This is problematic because even I don't know which measure is being shown and it can cause confusion when trying to read the reports and understand our customer's usage patterns. It would be great if there was the ability to toggle an "always-on" legend so that I could have the measure display even when there is only one type of measure on the graph.
Hi Team,From Share 360, when sharing a Success Plan the preview is in the old U/I and not Horizon. The customer wanted to see the new UI Horizon instead of the old UI while, sharing the success plan from share 360. Thank you.
Posting on behalf of a customer. It is found that a rule chain schedule (not individual rule schedule) is paused, when a rule within the chain is made inactive. When the rule is made active again. The rule chain schedule remains paused until it is deleted and reset. To make it easier, may the rule chain schedule be auto resumed when the rule is made active again.
Adding this to the community based on guidance from our Gainsight TAM:To reduce clicks/improve productivity & improve data hygiene, we would like various elements within CTAs and linked objects on CTAs auto-populated based on the selected CTA Type. Use case:We have CSMs create CTAs to track relationship risks, so we have a CTA type for this. There is only 1 possible reason & subtype for this CTA type, so it would save CSMs time if these were auto-populated.We also use linked objects to allow the creation of Salesforce cases from the CTA, and CSMs currently have to choose the SF case record type and populate a few other fields that remain the same each time this CTA type is used.
Enable Mapping on Datadesigner objectsNot Planned
Because data designer objects are System objects, it s not possible to enable mapping to any field.But customers are expecting the ability to click through the field(example: When you click on Account name, that should navigate to their account C360 page or navigate to cockpit when they click on CTA name ).
Administration sub-menu improvementNo Status
Since the administration sub-menu includes many items and right now the best way is to search an item (in the search box) rather than scrolling down log list, it could be a good idea to have an option to pin your favorite items and have them at the top of the sub-menu list. I believe their are 4-5 most common items that admin are using so it will easier to get your most favorite ones first.
It would be great to have an update to allow custom status for JO programs so that we can better identify programs as “ready for QA” and “approved”. We want to have draft indicate that the process of being worked, reviewed, and approved in addition to the current statuses. These would not kick anything off, but would help with establishing a QA workflow between different team members. We limit who has the ability to publish, so this would help better organize how many programs we have in the pipeline being worked
Usecase: I have to filter out certain category of Contact types in the rule action criteria. But it is not letting me choose the option “includes” and I have to put multiple contains filter to replace the includes option. Idea: To have the includes option for text fields in the rule action criteria to cover multiple “contains” values.
Hi Team, Posting this on behalf of customer.One customer wants the ability to re-order tasks which have same due dates and all the tasks are created manually. Since the due date is same and tasks are manually created , it is not possible to control the order of tasks in this case to change the display order using default view layout. Use case: These are created by End user (CSM) who doesn’t have admin privileges to control the order of tasks or to create playbooks or templates. It will be helpful if we can give customers more free hand to control the order of display of tasks.
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