CS Product Ideas

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  • 25,125 Replies

1619 Posts

andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Increase ability to customize Success SnapshotsNo Status

Things that make it difficult to use Success Snapshots:Limited font support. Our company branding font is not supported. Would be great to expand this (in general as well so we could use in emails templates) Customize the default Success Plan and Objectives slides More color options on fonts - again does not match out branding and cannot create custom colors

3
andreammelde
Golden Ruler
11 days ago
adminer
adminerGainsight Community new member
shared in CS Product Ideas

fffffNo Status

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1
anirbandutta
11 days ago
mark_deegan
Gainsight Rookie
mark_deeganGainsight Rookie
shared in CS Product Ideas

HTML Tags in Scorecard DescriptionNo Status

Hi Guys,  Im working with a customer at the minute who would like to have the ability to have links in the scorecard description to take end users to a more detailed view of what the scorecard criteria are. In order to do this, we would need the scorecard description to be a rich text area In my opinion, this is a really clever use case as it gets around some of the challenges of trying to write detailed descriptions of scorecards in a very small text area

1
cankney
Gainsight Rookie
11 days ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Clone Dashboard in Horizon UINo Status

We want to iterate on a dashboard and not have the changes live until we have communicated to our CSMs, however there is not a “draft” state for dashboard builder. Another option would be to clone a dashboard with the global filters so I can update a cloned version and then switch out when we are ready for the updated version. Otherwise iterating on a dashboard is very clunky and time consuming for an Admin. If I want to update in the background right now, I have to recreate the whole dashboard from scratch

4
andreammelde
Golden Ruler
12 days ago
Chandan Devanga
Gainsight Employee: Shoshin
Chandan DevangaGainsight Employee: Shoshin
shared in CS Product Ideas

Request for waterfall graph in Report builderNo Status

Hi Team, Waterfall Graph is required in report builder since it is useful in many business scenarios.If it’s already there, guide me how to make a graph like the one below or please consider this as enhancement request .  

0
Chandan Devanga
Gainsight Employee: Shoshin
12 days ago
S
Gainsight Rookie
Smita MohapatraGainsight Rookie
shared in CS Product Ideas

Add Custom fields to my profile page Gainsight CSNo Status

Hi All,To would be good to give the CSMs the flexibility to add their own phone numbers in the my profile - for now the CSMs inform me(the admin ) and I make the changes in user management - as CSMs do not have access to this .Any ideas/insights would be helpful here . 

0
S
Gainsight Rookie
12 days ago
A
Gainsight Employee: Shoshin
achamariaGainsight Employee: Shoshin
shared in CS Product Ideas

License and PermissionNo Status

It would be great to be assign custom permission bundle to Viewer License type as the default View_Group permission bundle have all the read only permissions. It would be helpful when we do not want users to even have the read permission.

0
A
Gainsight Employee: Shoshin
13 days ago
H
Gainsight Employee: Shoshin
haribaabu ravikumarGainsight Employee: Shoshin
shared in CS Product Ideas

Reporting on success plan temaplatesNo Status

Hello team,As of now, we do not have any field in the success plan object to report on the success plan templates. This would be great to add as we also do not have any workarounds available for now. Thanks

4
anirbandutta
13 days ago
C
Gainsight Rookie
CrisCostaGainsight Rookie
shared in CS Product Ideas

Gmail plug in - be able to add recipients from different customers to an ad hoc email and log it in timeline.No Status

We would like the ability to email several customers ad hoc from our plug-in.JOs are great for segmented group of customers, however it would be great to be able to email several customers in one go and log it into their timeline - which the JOs don’t do!

0
C
Gainsight Rookie
16 days ago
W
wwrightGainsight Community new member
shared in CS Product Ideas

Ability to modify CSM Sentiment Score within a CTANo Status

Our team would like the ability to modify the CSM sentiment score inside of a CTA.  Bonus points if it can be logged as a timeline activity within the CTA. 

0
W
16 days ago
A
Gainsight Employee: Shoshin
achamariaGainsight Employee: Shoshin
shared in CS Product Ideas

Auto map meeting's agenda into the timeline entry notes via Calendar IntegrationNo Status

It will be very convenient if we will be able to auto map the contents of a meeting's agenda into the timeline entry notes section when utilizing the Calendar integration.

0
A
Gainsight Employee: Shoshin
16 days ago
darshana.shah
Team Captain
darshana.shahTeam Captain
shared in CS Product Ideas

CTA and Timeline entry look upNo Status

Currently you can link  CTA  to a timeline entry however for reporting purpose I can not measure or see how many timeline entries were written per CTA.  We use timeline entries to help us measure the success of our CTAs as well as activities generated from out CTA.  Current process is to create a data designer which is not fun. If we had a look up value with the Timeline object that looks up to CTAs.  The same would apply for success plans, we do not always have a visibility to the success plans within the timeline object. 

0
darshana.shah
Team Captain
16 days ago
austin_hendrix
Shoshin
austin_hendrixShoshin
shared in CS Product Ideas

External Dashboard SharingNo Status

We recently rolled out an external dashboard for use for broader members of our organization that don’t have Gainsight licenses. The direct link/URL works just fine, but once the link is clicked on and the dashboard loads, the URL updates and that new link is not shareable across team members. Is there a reason why the original URL does not remain constant or that the updated link is not shareable? We have a high volume of people reaching out with claims that they do not have access to the dashboard when in fact they are just using the updated URL.  This seems related to this post. 

0
austin_hendrix
Shoshin
16 days ago
V
Gainsight Employee: Shoshin
Vineeth KumarGainsight Employee: Shoshin
shared in CS Product Ideas

Read API is getting the GSIDs for dropdown values instead of actual valueNo Status

When we try pulling the object data via the API we are getting the dropdown values GSIDs instead of the value. Currently, this appears to be a limitation as it is mentioned in the below that “Dropdown list items like Stage and Status values are populated with unique GSID of an item.”.https://support.gainsight.com/Gainsight_NXT/API_and_Developer_Docs/Custom_Object_API/Gainsight_Custom_Object_API_Documentation#Read_APIWould request to look into this use case as the customers are interested to get the values instead of GSIDs.

0
V
Gainsight Employee: Shoshin
17 days ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Gong Integration: Allow CSMs to manually push meetingsNo Status

Some meetings in the Gong integration are getting missed, or failed, and we want a way for a CSM to be able to flag from Gong that the meeting should be added to timeline in addition to the automation

0
andreammelde
Golden Ruler
17 days ago
W
Gainsight Employee: Shoshin
wscuphamGainsight Employee: Shoshin
shared in CS Product Ideas

Allow Google Big Query Connector Jobs to populate new records into GS User objectNo Status

The current state of the GBQ connector does not allow you to select Gainsight’s User object as a destination for your job. Additionally, if you populate into a custom object, rules engine will only allow you to Update users, not create. This poses a problem for orgs who do not have a CRM that GS connects with and wants to populate that data into GS via their GBQ instance.

0
W
Gainsight Employee: Shoshin
17 days ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

JO Reporting Enhancement - Be able to add multiple reporting categories to Journey Orchestrator programNo Status

We find it very difficult to report on our JO program currently. The folder ID does not provide the folder name, so it is basically not useful.JO should be able to have multiple reporting categories associated bc they are often trying to achieve multiple goals in one program. For example, we have “Feedback” for our “Services” org that we would want to keep separate from our “feedback” from our Voice of Customer. Another example is our KPI mapping. We would want to map “product type” and “kpi”. The multiple reporting categories (or even a hierarchy of reporting category and a sub-category) would help us better understand how our JO are meeting the goals of the company. We could then show our team that we have “x” number of programs in flight that address “y” goal of the company and the metrics associated  Reference to the below idea, but more robust 

3
andreammelde
Golden Ruler
17 days ago
A
Gainsight Employee: Shoshin
Ankita ThakurGainsight Employee: Shoshin
shared in CS Product Ideas

Reports linked in a JO email should be customisable(background color and borders)No Status

In one recent scenario - linking of a report was required in the JO email, but we were unable to customise the background of the Report linked. Just like the global reporting settings, the reports in the JO should be customisable as well so that it can match the overall look and feel of the Email template. 

1
PavanCh
Gainsight Employee: Rookie
18 days ago
R
Gainsight Rookie
ralucagorbanescuGainsight Rookie
shared in CS Product Ideas

Send 1 email to multiple contacts with the same role from Journey Orchestrator ProgramsNo Status

From JO Programs based on query builder logic, we would like to have the ability to send 1 email to multiple people with the same role (Admin) within the same customer account. I have seen this idea, however to me it doesn’t solve for the need to send 1 email to multiple people of the same role, does it? If there is a work around to this, kindly please share.Thank you for considering it!

1
S
Gainsight Rookie
18 days ago
A
Team Captain
aparimalaTeam Captain
shared in CS Product Ideas

Summary view of Data Designer list to include last run timestampNo Status

Add Last run datetime field in the list view of data designer with a hyperlink to view the execution history.Right now unless I click into each one and see the execution history I do not know when the design last ran. When I am looking a long list and trying to correlate between the run times of different DD objects - I am lost after 2 or 3 down the list.

3
jeremy_curry
Gainsight Rookie
19 days ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Data Designer Refresh Data Set FeedbackNo Status

It’s very time consuming to have to refresh the dataset when I change the schedule.  Example: I was creating a new dataset, went to Explore, did the data refresh, went to configure while that was running and set a schedule, then, went back to the main Data Designer page to check something.  While I was there, the dataset finished running.  Needed to make a change to the schedule, went to update it, went back to the Explore, and was required to refresh the dataset to save a report.  Had to wait for the dataset to refresh again before I could proceed.  Would be nice if there was some sort of logic that looked at what was changed to decide if the dataset really needed a refresh.  So, changes to the objects, fields, merges, etc. - refresh.  Changes to the schedule - no refresh.  If that’s not doable, maybe a prompt asking if I want to, and still allowing me to proceed with what I’m doing if I select No.

2
puna
Gainsight Rookie
19 days ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Preview CTANo Status

Would love to have a Preview option for CTAs to be able to see exactly how it would appear to the end user.  This is would especially helpful for JO Programs using a CTA step where you are mapping tokens, etc, and would like to see how they appear, but I can also see it being helpful in the Rules Engine.  I’m thinking just a simple Preview button that you could click, and it would display the details you configured inside the actual CTA framework.

0
heather_hansen
ACE
19 days ago
bradleymcg
Golden Ruler
bradleymcgGolden Ruler
shared in CS Product Ideas

Allow Admins to Convert Existing Data Designs to Design TemplatesNo Status

Basically what the title says. From what I can see so far, there doesn’t appear to be a way to convert an existing design into a template.  It would be great if there was a way to do that, so that you wouldn’t need to rebuild existing designs as templates, or if you decided you want a design to be a template later on.

1
heather_hansen
ACE
19 days ago
J
Veteran Rookie
johnnyVeteran Rookie
shared in CS Product Ideas

Sort all the fields on the Data Management page alphabetically; don't sort on separate page views.No Status

I had trouble in finding a field in the Call to action object because I thought ALL of the fields were sorted alphabetically, which is not the case. I had to scroll to the last page to find it:The reason I was led in error was because each page sorts only the fields shown in the bottom right config: In this case ^ I had 25 fields on the first page sorted from A-Z, then another 25 fields on the 2nd page sorted alphabetically and so on. I almost opened a ticket for not being able to find the field in the CTA object, when I checked it in the first page, which looked like this:  Either remove this limitation of 25 fields/page entirely or implement the sorting for all of the existing fields.It’s the first software where I saw sorting happen in this faulty fashion.

5
heather_hansen
ACE
19 days ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Be able to associate a relationship to a success plan after the plan is createdNo Status

Right now, you cannot add a relationship to a success plan after it is created. This causes issues for CSMs who may have forgotten to add at the start, or we determine a different relationship needs to be created after a plan has started.A CSM has to completely redo the plan, and you are unable to transfer any Objectives or Timeline entries. 

0
andreammelde
Golden Ruler
19 days ago

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