CS Product Ideas

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4815 Posts

Adding a CTA by email

Ability to filter on Timeline Activity Notes in Report Builder/Rules Engine (for exporting)

Reporting on timeline notes with attachments

Switching Timeline Types

Cockpit - make configuration sticky

CTA Task based on Task Close Date

Cockpit - Configure List View - Add Fields

Scorecard 2.0: Allow icons in measure titles

Ability to add rich formatting in Gainsight text (CTAs, tasks, descriptions, etc.)

Survey Preview URL Link for NXT in Salesforce

Ability to Create Reoccurring Meetings in Timeline

Removing Timezone from C360 section for date fields

Email to Timeline - Attaching to CTAs

Percentage formula field in Report Builder

Include opt out link in the body of the email.

Data Designer - Cascade Delete in Preparation Stage

Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View

Associate Success Plan Fields in more than one group

Conditional Statements in Filters

Email to Timeline Email Client Integration (plugin)

Option to hide sections in C360

Ability to edit all Timeline entries

ability to prevent inactive picklist values being used in activity sync

Timeline activities - display of activity status on main layout

[Timeline] Increase Character Limit to More than 32,000

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