CS Product Ideas
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View Ranked items over period of timeImplemented
Channel performance is an important item we want to monitor over time. We have many types of Channels, up to about 30. Would like a way to graph just the top x number of channels over a period of time. Today the Ranking graph does not allow to see a trend of these channels over time.
Automatic Email NotificationsNo Status
When you create the property in Administration to automatically send email notifications to Users based on their clients and the CTAs associated with those clients it works great. However if a user manually subscribes to at least 1 of their own client notifications, then it overrides the automatic setting and the user will not receive notifications for the CTAs assigned to them unless they then manually subscribe to all their clients. Additionally, if you manually unsubscribe, the automatic email notification settings do not revert back to normal. This is an issue.
Add the ability to export the list of contacts in a specified Power List. This would allow us to compare the lists in co-pilot to our own reports. For example, we want to make sure that customers who are no longer active receive an email from a given outreach. We would easily be able to compare the list of contacts to a report of ours that lists only active customers.
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically: - see our time-based CTAs inside of our calendar already. - log our calendar-based events as CTAs.
CoPilot: Hide icon or display permissions message for users who do not have accessUnder Consideration
Is it possible to hide the CoPilot icon for users who do not have permission to access it or to display a permissions error when they try to click into it's menu options? We've set up permissions for only 3 users. However, the icon appears in the cockpit for everybody and when they try to click on anything displayed within the various menus, nothing happens which is confusing folks. I read through the set up documentation and didn't notice a way to hide the icon or customize a message but I could have simply overlooked something. Thanks for any guidance you can provide!
Provide ability to specify reporting elements that are not graphed but visible in drill down tableNo Status
As a user, I would like to provide certain non-charted table elements that I don't require being considered for the visualization. For instance, I am trying to graph: ID of Tasks by Date, Assigned Name With the above, I'll get some nice options for output. However, the drill down table is not very helpful - I would like to add the Task Subject field. Unfortunately, when I do so, I lose all of my options and am stuck with a table. Ideally, a drop down State toggle that will appear for the element (eg in the Gear icon). This State will allow me to "Graph - on/off". If off, then do not consider it when dynamically displaying options.
Allow users to add a fixed, free form data element to a chart containing a similar dimensionNo Status
As a business user, I would like the ability to specify a fixed data element within a chart already containing the same data element. Examples include: * A specific date in a year that is important to the company (eg renewal date, project completion) * A calculated field to compare the industry average of metrics vs the displayed metric(s). If this is an additional date field, I would expect to see a highlighted period of time If this is an additional metric, I would expect to see an additional dotted line to distinguish its special characteristics. Complexity could be limited by only offering this functionality for specific kinds of visualizations, such as line graphs (or graphs with dates, as per the date example).
Some of our scorecard measures (the ones that folks populate manually) have a validity period set, and if the measure is past it's validity period, an alarm clock icon shows on the measure. This icon only shows on the C360 view of the scorecard, but isn't available in a Dashboard view or in a Gainsight Report, as far as I can tell. It would be great to be able to show which measures are "stale" so that our users could quickly and easily find which measures they need to update, and create some reports around this. I think all you'll need is a formula field on the Scorecard Fact object that compares the Score Last Modified Date field to the Validity Period field on the Scorecard Metric object.
Need the ability to have CTA's that can be assigned at the CSD level, vs the account level. For example, reminder CTA to have them update all their Health Score and Contact info (without them getting numerous CTA's for every account in portfolio). Similarly, need to be able to attach/link a CTA (or milestone) to more than one account. Use case here is that the CSD is creating documentation that applies to multiple accounts, and has to (currently) manually attach it to each account.
I'm working with several customers who are interested in being able to set up surveys based on specific events (or triggers). For example, configure Gainsight so that a survey is automatically sent when implementation is complete for a customer as denoted by a change in stage. While this is possible with Gainsight Services via a SOW, it would be ideal to put the power of triggering surveys in the hands of Gainsight admins. Anyone else interested in this capability?
Survey Results on Gainsight HomeImplemented
In talking with a couple customers, I've heard feedback that they would like to be able to pull the Out of the Box Survey Results (from Analyze section of Surveys Tab), directly into Gainsight Home reports. Right now only some folks at the organization have access to the Surveys Tab - they would like execs to easily see report rollups by question in GS Home. thx!
Goal: Provide insight into the frequency of activity and interaction with Contacts at an account and internal team members. Create a preconfigured rule to perform the following calculations to compose a prebuilt "Interaction" Score for each Account. * Examine the Activities object. Count the number of Activities for each week and create a relative score for the Account. * Offer an option to push the count of Activities into the Usage object * While not all companies will be logging their emails into SFDC, I'm sure quite a few are. * This could be extended to Tasks - many teams do use SFDC tasks, and though there could be some false positives due to mixing in the Sales persona, it is still a nice indicator for "Touch" at an account. * The only feasible option today is to create a calculated field to come up with a monthly calculation, but obviously you won't have trend.
Enable a CTA triggered by a Rule to have a due date based on a field value instead of rule dateNo Status
I have a rule that creates a CTA whenever we have a new customer with an opt-out clause in their contract. I'd like to be able to set the CTA due date to equal the Opt-Out-Deadline Date. Currently my only option is Rule Date + __ Days.
It would be a huge help if when clicking "Add" on the Customer 360 view for Activities, the activity created auto populated the account, just like it does when you click “log an activity” on the account page in Salesforce. We are trying to log our routine calls that are not related to CTAs this way, and currently it is the one thing keeping us from our reps fully being in Gainsight.
CoPilot Training OpportunityImplemented
In case you missed the email announcement and invitation, we are hosting a webinar training on the new CoPilot feature on Wed., May 27, from 9am - 10am PDT. Click [url=https://attendee.gotowebinar.com/register/2168506676664528130]here[/url] to register for the webinar. We'll also have a Quick Guide available at the time of the release. If you can't attend the webinar, we'll make a video recording available shortly afterwards.
Allow Sorting in UI View ReportsImplemented
It would be great if sorting (by date for example) was allowed in reports created in the UI. We have to create some of our reports that are used on the Customer 360 via the UI so that there is a link to open that exact record (activities for example). It would be great if we were able to sort the UI view so that it automatically showed newest on top, just like how Salesforce Related Lists work.
The Description Field for Rules allows you to enter text with word wrapping - great. However, the carriage returns are not maintained so the next time you go to view the description it all runs together. Having word wrapping to create discreet lines of information is useful for entering notes and reminders about how the field is configured.
We have a small time saver which would be nice. Can we have the milestone checkbox in the Usage summary default to be checked? There are small defaults here and there that it'd be nice to update for time saving purposes.
Instance detail in Account level CTANo Status
I'd like to see the instances that could have triggered a rule for a specific Account. For example, we have a rule that checks poor page load across all instances but we run an account level CTA to keep from overwhelming the team. To help with triage we added a reports 2.0 widget to display this data. While this is valuable, if we can get more of the detail surfaced to the team in the actual CTA it would be valuable/make it more clear on what action the team is to take.
Add token values to the CTA NameImplemented
I would like to add token values to the CTA name, similar to how we can with the comments. This could allow for more specificity in the CTA, for example: [X] P1 Cases filed [Y] % change in Spend this week. For instance level CTAs it could be valuable to highlight the instance that triggered the rule
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