CS Product Ideas

Submit product suggestions

  • 722 Posts
  • 25,166 Replies

722 Posts

andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Smartsheet vs Success PlansAcknowledged

The one thing that is preventing us from moving over to Success Plans completely vs Smartsheet is the ability to see quick view details at the task level. ESPECIALLY when the ability to collaborate with customers comes soon it will be a pain for customers as it is for CSMs to have to click into each task to get a view of what it is all about instead of giving me the ability to show some "quick view" details like the main CTA does (See photo below) [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/CTA-87e51b27-ad37-47d0-97ed-dad6f84588ba-1799557859.jpg[/img]

3
sai_ram
ACE
2 years ago
T
Gainsight Rookie
TommyGainsight Rookie
shared in CS Product Ideas

Ability to Edit Success Plan Fields via Rules EngineAcknowledged

While it is possible to create a  new success plan via the rules engine, it would be great to be able to update it or the Success Plan table as well. This would allow us to keep users in one place instead of having to jump back and forth between systems to make sure they have the most up to date information.    Additionally, this would allow us to add additional details to a Success Plan and how it is tracking towards completion based on how we define progress (weighted values for each  Objective)

16
Anil Raj Pujari
Gainsight Employee: Rookie
11 months ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Success Plan Active Date-Based Due DatesAcknowledged

Hi folks, I would love to see some functionality supporting the assignment of objective category templates and associated playbook dates being related to the Success Plan active date, rather than the date that the template was assigned (which in our case is when the SP is created, and the status is still in Draft). Our use case for this particular idea is related to Onboarding Success Plans.Since the launch date of the customer (i.e. the SP Active Date) can be several days after the SP creation date (typically the day after the new opp close date), it is quite tedious to manually change the objective due dates, or to suggest to the onboarding team to assign the template themselves, especially since some of the objectives and associated playbooks begin to take place prior to the launch date. 

11
S
Gainsight Rookie
2 months ago
ellenoangieslistcom
Champion
ellenoangieslistcomChampion
shared in CS Product Ideas

Stop non admin users from deleting CTAsAcknowledged

We need the ability to only let administrators delete CTAs.  We would like our reps to close the CTAs and not delete them.

8
E
3 months ago
devin_stevens
Gainsight Employee: Champion
devin_stevensGainsight Employee: Champion
shared in CS Product Ideas

Email to Timeline - Attaching to CTAsAcknowledged

Due to the nature of the contacts in my meetings/emails, many of my emails sent to Gainsight end up in draft. It would be very helpful to be able to take these drafts from global timeline and attach them to a CTA (not just company/relationship). Is this on the roadmap?

6
M
1 year ago
andorfuhrer
Team Captain
andorfuhrerTeam Captain
shared in CS Product Ideas

Improve Data Designer to Allow URL back to CTAsAcknowledged

It appears that data designer somehow strips away the URL feature to some fields like Call to Action Name, Success Plan Name if those objects are included in the data design.    For example, I created a data design and brought in the Call to Action and User Object.  Merged both objects with the fields I wanted, one of which was the Call to Action Name.  I created a report and applied it to a dashboard.  The report shows the Call to Action name, but it’s just a string text and the URL has been stripped.  As an end user, I cannot click on the Call to Action name to take me to that CTA.  I would now have to copy and paste the Call to Action name and search it via cockpit.  WOOF :( It really kills adopting new reports designed via data designer bc the lack of functionality overshadows the innovative data gathering via data designer 

7
spencer_engel
MVP
1 month ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

How can I compare dates between different fields to find the latest date?Acknowledged

I have created a data designer dataset on Success Plans with 3 date fields: Plan Last Modified Date, Associated CTA last Modified Date, and Timeline Last Activity Date. I need to compare between the 3 fields to find the MAX date of the three columns. The idea is that this is the true “last modification” date of the plan, as we consider modifying a CTA or Timeline to also be working a plan. Has anyone had success comparing dates between columns? I have the max date within the column itself figured, now need to compare between the 3  

12
Anil Raj Pujari
Gainsight Employee: Rookie
11 months ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Create CTAs in the Mobile AppAcknowledged

Hey guys, I'm posting this on behalf of a customer who mentioned that she thought it would be good if users could create CTAs from the mobile app.  She says that her users are not in front of their computers all of the time but that she thinks that the usability of the app would be greatly improved if users had the ability to do more than just observe Gainsight through the mobile app. Thanks! -Tom

18
anirbandutta
1 month ago
sarahmiracle
All Star
sarahmiracleAll Star
shared in CS Product Ideas

Configure Journey Orchestrator JO programs to skip weekendsAcknowledged

While workarounds exist, they are not ideal and have limitations. Journey Orchestrator would be greatly improved if a baked-in ability on the feature existed that allowed you to skip weekends for time periods (conditional waits, static timers, etc).Related articles: 

6
PavanCh
Gainsight Employee: Rookie
24 days ago
M
michelle_shottsGainsight Community new member
shared in CS Product Ideas

allow bulk updates to Gainsight timelineAcknowledged

we have a few use cases where having the ability to write to Gainsight timeline in bulk would be highly useful   Examples: If a CSM leaves PatientPop without notice, we would like to bulk upload an account transition note into timeline for all of their accounts at once rather than one by one.  If a CSM gives their notice, we'd like to bulk upload their account transition notes into timeline using a spreadsheet rather then have them tediously click through each account individually.  When we receive a survey response from a customer to our various CSAT, NPS and product surveys, we'd like to automatically record the score/verbatim feedback into timeline. 

9
C
Gainsight Rookie
5 days ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Include a way to include field description or tooltip's on success plan fields. (Or all fields for CAcknowledged

It would be helpful to have the ability to include field descriptions or tooltips for fields that you have created on Success Plans or CTA's. (Example Below.) [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Image%202018-11-19%20at%204-03-42%20PM-1d45c7de-5311-4fe1-8957-af475f957a11-73804568.png[/img]

12810
haleylund
Gainsight Rookie
8 months ago
diana_luo
Gainsight Rookie
diana_luoGainsight Rookie
shared in CS Product Ideas

Editing an existing CTA to be recurringAcknowledged

Hi, is there currently the option to edit a CTA so that it is recurring, or edit an existing task to be recurring? To clarify, this is for CTAs configured at the Relationship level. We'd want to edit the CTA and/or Task so that it recurs on a weekly basis.

7
anna-whitehouse
Veteran Rookie
1 month ago
alex_legay
Champion
alex_legayChampion
shared in CS Product Ideas

Email to timeline user with multiple email addresses/acceptable domainsAcknowledged

Had this come over a few times in support. Basically the idea is to have a single user with multiple acceptable domains. Sometimes the logged in user has an email that isn't actually the address they send through all the time. This request is to be able to associate multiple email addresses to one user in order to have multiple acceptable domains. While they can add the user with another address it is not a good experience to have to manage both bcc addresses. In another case I have seen, a customer email address was actually forwarding through another email address due to a company domain name change. Thus when they view their ETT inbound email address it is showing the incorrect bcc address. I'll also add that the workaround of adding a separate user is not really feasible as they won't have access to the drafts if they are logging in through another user.

6
alex_legay
Champion
2 years ago
diane_morneau
Champion
diane_morneauChampion
shared in CS Product Ideas

Ability to edit a program name once activeAcknowledged

This may not seem like a big deal but as we grow and revise our publishing standards, it would be so helpful to be able to edit the name of a program that is active. Yes, we can create a clone with the new name but we then lose the history of the participants.

13
anirbandutta
6 months ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Timeline: Task InteractionAcknowledged

Would be great to be able to interact with tasks more in Timeline.  So, currently, I can only mark a task as completed.  Would be great for that section to expand and show the current fields on the task so that more info could be included without having to leave Timeline. Example: We have an activity type for Training.  One of my follow up tasks for for a completed training is to check on usage a week after the training.  I would like to be able to add a description of what that usage looked like as well as marking the follow up as completed.

11
Chirag
Gainsight Rookie
11 months ago
sagan_sherlin
Champion
sagan_sherlinChampion
shared in CS Product Ideas

Question. Is it possible to report on the "Drafts" in Timeline by User? [Email to Timeline]Acknowledged

Hi everyone! I'm currently loving email to timeline, as it's helping us ensure that we're getting communication into the system! But we're running into users that aren't exactly staying up to date on reviewing their 'Drafts' in Global Timeline. So, I was wondering how are others managing the ensuring that their users are reviewing their 'drafts' sections? Ideally, I would like a report that the managers can review to speak with their teams - but I'm not finding where that would be stored... As always, THANK YOU! :)

11
anirbandutta
10 days ago
hardik_mota
Gainsight Employee: Champion
hardik_motaGainsight Employee: Champion
shared in CS Product Ideas

Support lightening custom domain in SFDC connectorAcknowledged

Hi Team, We have a customer who is creating SFDC connector using custom domain as "https://********.lightning.force.com/" Due to this, we are unable to authorize connector and resulting in "Token null - Authorization failed" issue. As a workaround, we are using "https://*******.my.salesforce.com/" as "custom domain" and it works fine. Can we please support lightening domain as "https://********.lightning.force.com" while creating SFDC connection ? SS : [url=https://cl.ly/142b4a855042]https://cl.ly/142b4a855042[/url] Best, Hardik

6
jessie_brainerd
Gainsight Rookie
1 month ago
nadav_shemtov
Champion
nadav_shemtovChampion
shared in CS Product Ideas

Edit CTA type directly in CockpitAcknowledged

Thanks Lila. Can we consider enabling end users to change the types of CTAs that they created? Note: This conversation was created from a [url=https://community.gainsight.com/gainsight/topics/how-do-you-change-a-type-of-a-cta-after-it-is-created/replies/18330747]reply[/url] on: [url=https://community.gainsight.com/gainsight/topics/how-do-you-change-a-type-of-a-cta-after-it-is-created]how do you change a type of a CTA after it is created?[/url].

13
bradleymcg
Golden Ruler
1 year ago
keith_mattes
Champion
keith_mattesChampion
shared in CS Product Ideas

Reporting: Bulk/Mass EditAcknowledged

As a Gainsight Admin with a “fervor” for reporting and metrics, it would be nice to be able to edit a series of reports en mass as a maintenance and possibly deployment tool. . Primarily, I would like the ability to remove/add “Show me” fields and filters. Use Case: I have X number of reports that feature a field from Data Source Y.  When that field is retired and/or replaced, I would like the ability to “swap” fields without having to touch every report is resides in. Anyone else have a case for this or support this capability? Has this been requested previously? (I can’t find anything on community) @darkknight @john_apple  @travis_floyd @taylor_arrington @dan_ahrens 

5
darkknight
ACE
1 year ago
amanda_neil
Gainsight Rookie
amanda_neilGainsight Rookie
shared in CS Product Ideas

Color option for the Success Plan ObjectivesAcknowledged

Currently there is no way to identify a High (Red), Medium (Yellow), or Low (Green) color for the success plan objectives.  It would be nice to have this in the objective/gannt chart sections to reflect the items that are trending a specific color.  It would also be nice to have a way to sort and filter on the specific colors.

10
andorfuhrer
Team Captain
1 year ago
scott_pietka
scott_pietkaGainsight Community new member
shared in CS Product Ideas

Evernote IntegrationAcknowledged

It would be great to see an integration between Evernote and Gainsight. There currently is no note taking feature in the product. This would be similar to the integration like SalesForce and Evernote has.

9
dstokowski
Gainsight Employee: ACE
4 years ago
brittany
Gainsight Rookie
brittanyGainsight Rookie
shared in CS Product Ideas

Be able to add milestones from TimelineAcknowledged

First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added elsewhere were visible here, but even better would be if we could add Milestones as an option for the type of Activity logged.

21
Chirag
Gainsight Rookie
11 months ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Remove sync to salesforce icon on CTA tasks.Acknowledged

Posting on behalf of customer. When you’re viewing CTA tasks currently the option to sync them to salesforce is showing up. At the moment there is no way to disable that. Some user might be confused as to why it’s showing up. In the future, having the ability to disable that would cut down on confusion for users.  

6
sai_ram
ACE
1 year ago
amanda_neil
Gainsight Rookie
amanda_neilGainsight Rookie
shared in CS Product Ideas

Ability to see Success Plan Objectives in TimelineAcknowledged

Currently we track objectives through the success plan but when looking into the Timeline we cannot see objectives listed.  Would like the ability to track the Success Plan Objectives and be able to post objectives form the timeline to the Success Plan.

11
Chirag
Gainsight Rookie
11 months ago
kcsp
Veteran Rookie
kcsp
shared in CS Product Ideas

Ability to Link Timeline ActivitiesAcknowledged

Users can create Timeline Activities through an Objective CTA, but if they create an activity in a C360 page or on the global Timeline tab, they aren't able to link them to an objective. It would be nice to be able to link a timeline entry to an Objective if the entry was created outside of the Objective CTA. Currently users have to re-create the entry if they want to move the entry from the C360/global Timeline tab and associate it with an Objective CTA.

5
ana_g
MVP
10 months ago

Check out our upcoming events

Terms & ConditionsCookie settings