CS Product Ideas

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722 Posts

V
Gainsight Employee: Shoshin
Vineeth KumarGainsight Employee: Shoshin
shared in CS Product Ideas

Dependent picklist support in filters for DashboardsAcknowledged

Dependent picklist in filters in dashboards are currently not supported. An example for this is, if we could show only the list of countries in Filter B, based on the region of selection (APAC, EMEA, etc.,) in Filter A, the user could select the country from the list countries based on the region in Filter B.  

2
rakesh
Gainsight Employee: ACE
9 months ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Show Event-Scheduled Rules in Timeline QueueAcknowledged

Currently, when a Rule or Rule Chain is triggered by an Event, the Rule or Rule Chain is added to the queue in the back end as expected, BUT: It does not appear in the Rule Timeline If you click Execution History on the applicable Rule(s), it does not show a line indicating the status as “Queued”Which drives me through a loop of trying to figure out whether the Event correctly fired! Which it did; I just have no indication unless I go to the individual Event’s Execution History. And I have no way of seeing where in the Rule Queue it is. 

1
rakesh
Gainsight Employee: ACE
11 months ago
alex_legay
Champion
alex_legayChampion
shared in CS Product Ideas

Add bcc to timeline users en masseAcknowledged

Currently, you can only add users to bcc to timeline one at a time. It would save time if admins had the ability to select multiple users to add to inbound emails at once.

1
Chirag
Gainsight Rookie
11 months ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Admin Notification Settings - Filter LogicAcknowledged

Following along another idea of mine around Notification Settings, it would be great if we could customize auto-subscribe settings based on additional logic. We have multiple customer statuses based on product, and, accordingly, multiple user lookups to form the customer’s overall account team. For the most part, we do not remove the “old” assignee when a customer churns from a particular product. It would be great if we could set it up like: If GB Status = Customer, then auto-subscribe the Company::CSM  If GI Status = Customer, then auto-subscribe the Company::GI CSM etcPlus, going with concept of the other idea I linked, auto-unsubscribe if the status moves to Former Customer…

3
C
Gainsight Rookie
7 months ago
D
dsarnowskiGainsight Community new member
shared in CS Product Ideas

Please make Gainsight Assist available in FirefoxAcknowledged

The Gainsight Assist add-on is currently only available on Google Chrome. Google Chrome is horrible for privacy and security (https://www.forbes.com/sites/zakdoffman/2021/03/20/stop-using-google-chrome-on-apple-iphone-12-pro-max-ipad-and-macbook-pro/?sh=7069cdb54d08) There are a bunch of write ups like this. I would like to leverage Firefox as my browser and want access to the Gainsight Assist plugin. Please add this so I don’t have to compromised my privacy just to work in your platform.

2
C
Gainsight Rookie
7 months ago
V
Gainsight Employee: Shoshin
vijayasaileshGainsight Employee: Shoshin
shared in CS Product Ideas

User would like to have Journey Orchestrator send emails to accounts that have a specific tag assigned to themAcknowledged

Hi User would like to  have Journey Orchestrator send emails to accounts that have a specific tag assigned to them. For example, if user wanted to blast emails out to customers for a webinar that is applicable to them, could the CSM's add a tag to each customer that is designated for this webinar, that Journey Orchestrator is then able to pull for the email? 

3
C
Gainsight Rookie
11 months ago
andorfuhrer
Team Captain
andorfuhrerTeam Captain
shared in CS Product Ideas

Allow Gainsight (Data Designer or Connectors) to ingest ORC File typesAcknowledged

Can Gainsight allow for ORC files to be ingested in any capacity?  Either in data designer (via S3) or any of the connectors.  Our datalake has a lot of standard usage tables that are in ORC file types that are used by other teams and products such as marketo.  In order to ingest this data, the data team needs to write additional scripts in a .csv format in order for Gainsight to ingest it.  Since the majority of the organization can access the ORC files, our request becomes more challenging to prioritize (good ole work politics) :)  

4
sai_ram
ACE
1 year ago
lane_h
Gainsight Employee: MVP
lane_hGainsight Employee: MVP
shared in CS Product Ideas

Out of the box reports on dashboardsAcknowledged

There are several reports that are created for us out of the box (OOTB) in Journey Orchestrator or NPS tab. However, many times I want to have the same report appear on a dashboard for those who might not have access to Journey Orchestrator or NPS Tabs. It would be great if those reports could be pulled into a Dashboard for broader sharing.

0
lane_h
Gainsight Employee: MVP
2 years ago
sierra_evans
Team Captain
sierra_evansTeam Captain
shared in CS Product Ideas

Make Drilldown Columns Sticky for MDA-based ReportsAcknowledged

Hi @sai_ram and @rakesh - this issue persists in MDA object reports created from Data Designer. It makes our executive dashboards appear disorganized and cluttered. Please resolve.

3
sai_ram
ACE
1 year ago
S
Gainsight Employee: Rookie
SrikanthGainsight Employee: Rookie
shared in CS Product Ideas

Can we support inline images in Timeline, if not can we make them as attachments when dragged into them?Acknowledged

Hello Team, We know that the inline images are not supported in Timeline but when we drag any image into Activity, it is saving as inline image by which the text we type is getting delayed. So is it possible to support inline images.If not, can we make them as attachments instead of inline images. Regards,Srikanth

2
Chirag
Gainsight Rookie
11 months ago
baji_bathula
Gainsight Employee: Veteran Rookie
baji_bathulaGainsight Employee: Veteran Rookie
shared in CS Product Ideas

AE layouts reports in Email templates and share 360Acknowledged

Using current product limitations, we can’t share AE reports to external contacts.It would be good if we have ability to add AE layouts in Email templates in Programs.Some customers would like to share usage reports to their customers.

3
C
Gainsight Rookie
5 months ago
kevin_ly
Champion
kevin_lyChampion
shared in CS Product Ideas

[Feature Request] For Success Snapshots, Add a Default Timeline Slide To Export Success Plan Level TimelineAcknowledged

Posting On Behalf of a Customer. Currently in Success Snapshots 2.0 we have below options when adding default slides for Success Plan. On testing, Timeline option only exports the timeline of individual objectives. Timelines recorded on the Success Plan aren’t included.Someone could possibly make a custom report on Activity Timeline and filter for “SuccessPlan” context name, but there isn’t an option to “Filter Success Plan data” dynamically per the Success Plan the Success Snapshot is made on. Without being able to dynamically filter on a Success Plan you run the risk of getting timeline from other Success Plans. Given a workaround isn’t available for this it be nice to have this added into the product.

2
rahul_prayakarao
Gainsight Employee: Veteran Rookie
8 months ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Include opt out link in the body of the email.Acknowledged

Currently when sending an email via copilot to a participant the opt-out link is generated in the footer when it's sent. In the future it might be cool to be able to include the opt-out in the body of the email as well.

2
C
Gainsight Rookie
11 months ago
iteku
Gainsight Employee: Shoshin
itekuGainsight Employee: Shoshin
shared in CS Product Ideas

Survey's Radio Button to appear More DarkerAcknowledged

Hi Team,We’ve received request internally based on customer requirement, “If there is a chance to make the Radio Button is the Survey much darker colour (or maybe the line is thicker?)”From the way how Survey looks, it’s clear and visible, but for someone who has visual impairments, may have different screen settings, hence looking for this option.From the Survey Options, I do not see a way to make changes to the Radio Button - Reference Video - https://share.getcloudapp.com/L1uBgnbD Thank you! 

2
richa_bala
Gainsight Employee: Rookie
11 months ago
Jitesh
Gainsight Employee: Shoshin
JiteshGainsight Employee: Shoshin
shared in CS Product Ideas

Enhancement Request to Support Patch call in external action in custom connector (D365)Acknowledged

HI Team,The issue is that PUT operation on D365 only allows to update a field per call whereas PATCH allows to update several fields which is what we need. So, would it be possible to include PATCH verb is the request from customer. Spoke with engg teammate @sudheer.gotety and was told can be considered as enhancement request. Hope this can be enhanced soon for the customer to work on it, 

2
rakesh
Gainsight Employee: ACE
7 months ago
T
Veteran Rookie
tammy_cVeteran Rookie
shared in CS Product Ideas

Home "My Portfolio" by layoutAcknowledged

We can now create different Home configurations for different user roles. I was creating one for the CSM Managers, and they would like to have CSM in My Portfolio which makes sense for them, but is not needed for the CSM view. I noticed that My Portfolio is the same on all configurations. It would be helpful to be able to change My Portfolio by layout as which fields are important to show varies by role. Also, that would allow us to make some editable for some roles, but not for others.

0
T
Veteran Rookie
3 days ago
lane_h
Gainsight Employee: MVP
lane_hGainsight Employee: MVP
shared in CS Product Ideas

In-App Notifications for AdminsAcknowledged

In Gainsight, end users are provided notifications when they are mentioned in a Timeline update or if CTAs are created for them or for accounts they follow.  Admins are notified via emails on if rules and jobs fail or succeed. It would be great to also have the option to see these notifications inside Gainsight in the notification section and be able to link directly to the rule, job, program, etc.  This would centralize the experience vs having to platform switch between email and Gainsight.

2
C
Gainsight Rookie
11 months ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Be able to have an anonymous link option with non-anonymous surveysAcknowledged

We have a use case for training where our trainers would like to provide a link to the survey at the end of training, as well as us send it automatically via JO. If we send via JO, it would be great to capture the name and company information, but we want to send the same link via a link which requires it to be anonymous. It would be great to be able to send a generic link out regardless even if the survey is not anonymous. This would also be helpful for CSMs to be able to send links to their customers for various things

2
richa_bala
Gainsight Employee: Rookie
9 months ago
A
Team Captain
aparimalaTeam Captain
shared in CS Product Ideas

Timeline attendee layoutAcknowledged

Add ability to choose and show certain field when you hover over the attendee list (especially external attendees) - which typically are from company person.For example: When you are tracking/review a timeline entry and want to know the role/title/latest NPS/timestamp of last product engagement  - if we had the ability to hover over and choose such fields it will be very handy and helpful.

2
Chirag
Gainsight Rookie
11 months ago
A
Gainsight Employee: Shoshin
Adithya KathiGainsight Employee: Shoshin
shared in CS Product Ideas

Missing null checkbox Sharing group criteria pageAcknowledged

Hi Team,Please include null check box in UI for the below pages: Data Permissions → Sharing Groups → Edit → Criteria Permission Bundles → Assign Users → Rules → Criteria  

4
Neha Gupta
Gainsight Employee: Rookie
5 months ago
kcsp
Veteran Rookie
kcsp
shared in CS Product Ideas

File Repository within TimelineAcknowledged

One of our CSMs raised a request for enhancement around file attachments for Timeline Activities. Currently, if a CSM attaches a file to an activity, if they want to find the file again, it’s not easy for them to find without clicking into each activity. The proposed enhancement is for a way that the CSM can access all files attached to Timeline Activities in one spot.

2
Chirag
Gainsight Rookie
11 months ago
mark_deegan
Gainsight Rookie
mark_deeganGainsight Rookie
shared in CS Product Ideas

Ability to Kick off a Rule Chain or a Rule from ConnectorsAcknowledged

I have a few customers lately who have similar requirement to this: As a Gainsight User, i would like the ability to kick off a rule chain on successful completion of a Connector Sync Job.  I have a particular customer who is using mixpanel and wants to kick off an outreach to the customer if a particular event is triggered in their platform. As it stands, the only way i can do something similar is to run a cron expression in rule scheduling to run the job on an hourly basis, which is not optimal

3
Ritesh Sharma
Gainsight Employee: Rookie
6 months ago
S
Gainsight Employee: Shoshin
Syam SunderGainsight Employee: Shoshin
shared in CS Product Ideas

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.

2
Azad
Gainsight Employee: Rookie
7 months ago
S
ShahImran1184Gainsight Community new member
shared in CS Product Ideas

Having a feel on User object like (Team Lead) having look up to User GSID and can behave as 'Manager field' which can be searched by User Name.Acknowledged

The idea is to have a filed on User object like that can look up into other user details (Like Manager) field. And searchable or auto-populate in User Management either by name or Email.

3
soumitrasahu
Gainsight Rookie
10 months ago
angela_domenichelli
Champion
angela_domenichelliChampion
shared in CS Product Ideas

Admin defined views for TimelineAcknowledged

Gainsight Admins should be able to “push” views to Timeline, the same way they can Cockpit views today.  Here are a few use cases:Authored by Current User and Company is not managed as Customer Help CSMs find activities where they selected the wrong account and update with the correct account information Creating a view for all accounts within a hierarchy Helps CSMs with complex account hierarchies find all Timeline activities for the parent and child accounts

2
soumitrasahu
Gainsight Rookie
7 months ago

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