CS Product Ideas

Submit product suggestions

  • 5,980 Posts
  • 25,125 Replies

5980 Posts

andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Merge relationships.Under Consideration

Posting on behalf of a customer. Recently we’ve released the company merge feature but customer is inquiring about the ability to merge relationships either at the relationship level or at the company level without having to merge the companies. I don’t think we have this functionality but thought it might be a good idea and wanted to inquire if this was being looked into.

15
Jef Vanlaer
Champion
4 months ago
steven_doty
Gainsight Rookie
steven_dotyGainsight Rookie
shared in CS Product Ideas

Writing to Multi-select Picklist in Rules Engine (Tag field and others)Planned

The Rules engine should be updated or modified to support writing data to Salesforce's Multi-select picklists. Gainsight's own native field, the Tag field on Customer Info, cannot be written to correctly with the Rules Engine, because the engine overwrites existing values instead of appending new values. 

28
anirbandutta
6 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Gainsight Dashboards: Need ability to add multiple entries in the same free-text Filter (similar to how SFDC reporting works)Implemented

In Salesforce reporting, if I want to filter on a field that is not a "picklist," I am able to enter multiple options in the same Filter sequence, i.e. "SuperRegion" is equal to "NA, EMEA, LATAM, APAC" In Gainsight I have to enter separate filters, i.e. "SuperRegion" is equal to "NA" OR "SuperRegion" is equal to "EMEA" OR "SuperRegion" is equal to "LATAM" OR "SuperRegion" is equal to "APAC" This adds complexity to the building of reports.  The filter should have the logic to be able to identify that if I have a comma separated list to treat them as separate entries, that way if I want to filter, for example on any account that falls under the SuperRegion NA or LATAM I can just enter: "SuperRegion" is equal to "NA, LATAM" This would also give users the flexibility, when accessing the filter from the Dashboard, to be able to add multiple entries or a single entry in the field upon which to sort.  

30
darkknight
ACE
2 years ago
keith_mattes
Champion
keith_mattesChampion
shared in CS Product Ideas

Horizon Cockpit: Task View PleaseImplemented

Our users have often requested the ability to have a view into their TASKS only via the Cockpit. It is presently observed that the CTA Name field is mandatory and therefore will not allow for a custom VIEW of only tasks to be created.  Could it please be possible to allow for a Custom Admin VIEW to be deployed for this?? We’ve used a “work-around” by adding the “Next Task Due Date” column to the UI, but that doesn’t quite satisfy our user story on this one.  Can this please be considered? The Cockpit is our central work-hub and we should not force our CSM’s to click to a Dashboard to try to get this info.  

37
R
Gainsight Rookie
3 months ago
samuel_cummings
Gainsight Rookie
samuel_cummingsGainsight Rookie
shared in CS Product Ideas

Deletion via Rules EngineNot Planned

Being able to delete from Objects in SFDC and MDA via the rules engine. We all understand that this is a risky feature to deploy. But there are some use cases that are compelling enough to warrant this request. Any please post your use cases below in the comments and like this post if you support this feature.

15
N
Gainsight Rookie
9 months ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Increase ability to format Success SnapshotsPartially Fixed

Would be nice to be able to do the following while creating a Success Snapshot for export:  [list] [*]change the font size [*]Align in the center, right, left [*]change font color [*]add hyperlinks to text [*]ability to add text over pictures [*]create tables in a text box and allow "tags" (not a table from a report) [*]text box bullets line up properly and not all funky where if that bullet point moves to a second line it does not line up with the bullet point it is attached to. [*]Allow for sub-bullets and sub-numbers [*]Get rid of funky spaces that show up at the top of a text box [/list]

23
R
Veteran Rookie
1 year ago
jeff_ferzoco
jeff_ferzocoGainsight Community new member
shared in CS Product Ideas

Bi-directional syncing of activities on timelineImplemented

Timeline activity syncing is a great feature, but having the activities already in SF synced to the Timeline would make it even more useful. We'd love to have all the emails/calls/meetings sent to customers from the whole company gathered in one place – not just the ones entered directly into the Timeline. 

31
R
Veteran Rookie
2 years ago
reneehouse
Gainsight Rookie
reneehouseGainsight Rookie
shared in CS Product Ideas

Relationship Timeline & Customer TimelinePartially Fixed

Thinking about how to use the Relationship Timeline and the Customer Timeline. As the GA, I would love:[list=1] [*]The option to roll the Timeline activities from the Relationship to the Customer Timeline and show which Relationship it is from.   [*]The ability to determine who can see the Customer Timeline--just as you can customize C360 views.  [*]To make Timeline entries read only; create, edit, or delete their own entries; or modify all permissions at the Customer level. [*]To go a step further, possibly add the ability to create a Timeline event at the Customer-level and--as with Relationships in Cockpit--add the Relationship it should be tied to.[/list]

20
R
1 year ago
jeffrey_coleman
Champion
jeffrey_colemanChampion
shared in CS Product Ideas

Sort a report by multiple columnsPlanned

I'm running a report against an MDA object. Two key columns are the account name, and then the date for the specific data point. I can sort by Account... or date... but not by "Account and then date within account." So if I want to see week 1-4 in order for an account, i'm having to sort by date and then filter to a specific account. In Excel this would be easy, right?

17
K
Team Captain
10 months ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

"Current User" tokens for Email AssistUnder Consideration

I have a request from the client to be able to send out Email Assist emails using the "Current User" strategy which can be see in reports, etc. Essentially what they want is to be able to create a template with a "logged in user" token that grabs the current uses "ID" and then looks up to the fields on the user table.  FYI: A key requirement here (which is in another feature request) is to be able to pull the field "phone" off the user table which doesn't appear to currently be possible. 

16
jordan_cook
Gainsight Rookie
4 months ago
jeremy_goldsmith
jeremy_goldsmithGainsight Community new member
shared in CS Product Ideas

Report on "stale" scorecard measuresPlanned

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.

24
shantan_reddy
Gainsight Rookie
11 months ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Ability to create success plan objectives and tasks via rules enginePartially Fixed

We currently track business objectives via a separate object with each business goal its own record on that object. It would be wonderful if I could take these business goals from our object and use the rules engine and filters to create success plan objectives and even tasks. I would love to be able to use TAGs in the name of the objective and comments. So the experience would be as follows > Sales adds in business goals into the SF object and Gainsight picks those up and throws them into a Success Plan for Services. I would then like to take any updates provided on the Success Plan and push them to the SF object update for everyone to be able to see. 

29
bradleymcg
Golden Ruler
24 days ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Ability to customize your 360 view based on account RecordType from SalesforceImplemented

Similar to being able to create different page layouts for customer, partners, etc. in Salesforce I would like to be able to do the same for the C360. 

10
darkknight
ACE
3 years ago
samantha_braastad
Champion
samantha_braastadChampion
shared in CS Product Ideas

Scorecard 2.0 Mass Edit Report only pulls in first 100 linesImplemented

We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using the "mass edit" report type which would allow for our 1:Many CSM's to filter various columns in the reports to identify trends. However, it appears that only the first 100 rows are being pulled into the report and being applied when filtering.  Is this a bug? Or is this a limitation that will be addressed in the near future? 

30
aditya_marla
Gainsight Rookie
3 years ago
kyle_s
Gainsight Rookie
kyle_sGainsight Rookie
shared in CS Product Ideas

Report on who closed CTA / TaskNo Status

GS allows reporting on what closed a CTA, who modified it last, who it was assigned to but not who changed the status of the CTA. I would like to report the user who changes the CTA status 

16
sriram pasupathi
Gainsight Rookie
9 months ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Close CTA when all tasks are closed outUnder Consideration

Customer is using a custom status for Closed CTA's (Completed = ClosedWon). When a CSM closes all of the tasks for the CTA, they expect the CTA to close out automatically. Feature request for option to close out CTA when all the tasks are completed. 

21
A
Gainsight Rookie
3 months ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
shared in CS Product Ideas

Templates in Timeline?Planned

do we have predefine templates and layouts in Timeline on the roadmap?

6
T
Veteran Rookie
1 year 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
10 months ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Pinning Option For TimelineUnder Consideration

I have a client request to be able to Pin things to the Timeline feature in GS. As timeline grows and grows it would be helpful to keep relevant documents pinned to the top of the page. 

14
anirbandutta
11 days ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Data Designer should dynamically honor lookups between tablesUnder Consideration

When I merge objects in SF with objects in MDA, and those objects in MDA have lookups to other tables, it would be great if the Data Designer set would honor those lookups natively, without me having to add all the fields I need into the dataset - especially since DD is creating MDA tables for you.For example:  I have merged Opportunity Product with Company which contains a mapping of Account::Account ID to Company::SFDC Account ID.  Instead of pulling in Company Name, ARR, etc. from the Company table, why can’t the DD table honor the lookup to the Company table via the SFDC ID natively? 

23
darkknight
ACE
1 month ago
ryan
Gainsight Rookie
ryanGainsight Rookie
shared in CS Product Ideas

Copilot Template Folder StructureImplemented

The Email Template section in CoPilot is very hard to navigate through when we have 40+ templates.  Adding an organization structure would be incredibly helpful here. Looking at the structure of the vault templates, something similar and customizable would be very helpful.  

14
R
Veteran Rookie
2 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Color palette for CTAs in NXTUnder Consideration

Oof...what is with the pastel color palette for CTAs in NXT?  It doesn’t match the rest of Gainsight - and we don’t have control over changing this.  Admins should be able to define the color palette used across the product.  

13
anirbandutta
5 months ago
annie
Gainsight Rookie
annieGainsight Rookie
shared in CS Product Ideas

ability to clone success planPartially Fixed

Hi there, as we are experimenting around success plan and more importantly the CSM workflow around it - some unmet needs surfaced by the current version of Success Plan functionalities. ability to clone  success plan is intended to be created/updated every quarter or 6 months or annually. The plan info may change but much info will stay the same. It will be much easier to be able to clone an existing success plan and update it to-date, instead of doing it from scratch.  Ideally, I would like to be able to clone all the plan info and the objectives (CTA level, but not task level). But if to clone objectives will require cloning it for all, I think I can live it with it as well. Thanks.   

14
faust_belarmino
Veteran Rookie
2 years ago
elaine_cleary
Gainsight Employee: Golden Ruler
elaine_clearyGainsight Employee: Golden Ruler
shared in CS Product Ideas

Would like to be able to send a survey from Cockpit/new "Email Assist" Playbook taskImplemented

I've spoken with two companies that would like their CSMs to be able to send a survey (after onboarding or training for example) via the new "Email Assist" task from within the Playbook  on the CTA in their Cockpit.  These are specific situations where an automated survey is not appropriate.  Having this option would provide the extra control needed for a segment of customers to validate that the timing is actually right  as well as customize the email as appropriate.

31
brooke_anderson
Gainsight Rookie
4 years ago
josh_grigone
Gainsight Employee: Veteran Rookie
josh_grigoneGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Restrict ability to delete CTAsNot Planned

Team, Bringing forth an idea brought to me via the support channel - are we able to restrict certain end user's ability to delete CTAs? I understand these are embedded within a Visualforce page, but it may be beneficial to limit some users ability to delete CTAs, based on profile or permission set etc. Are there any technical limitations to this? Many thanks, Josh

7
dan_wiegert
Gainsight Employee: Champion
3 years ago

Check out our upcoming events

Terms & ConditionsCookie settings