CS Product Ideas

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  • 25,335 Replies

154 Posts

dan_wiegert
Gainsight Employee: Champion
dan_wiegertGainsight Employee: Champion
shared in CS Product Ideas

Do Surveys record clicks on the survey or save buttons and provide timestamps? if not, could we add those fields onto the flattened survey schema?Response from Customer

This is a request from a customer conversation involving NPS survey results. The customer in question has a recently closed NPS survey program that still has a few straggling participants in “Partially Submitted” status. In one outlying example a partial respondent (who was later dropped from the program) answered the NPS question (which was question 2) without answering the first, required question.  One of the asks stemming from this conversation was - is there any way to find out whether someone pressed the submit or save button on a survey? I dug into this from AO Participants, NPS Survey Response and the flattened object perspectives and could not find any boolean or datetime fields for Submit pressed or Save pressed. ASK: would it be possible to track button clicks for the Submit and Save buttons via a boolean field and also provide a corresponding timestamp for said action? A secondary ask was to see if additional popup messaging could be added in open survey sessions if either

3
jaw
Team Captain
7 months ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Export CTAs and Tasks in one reportResponse from Customer

I know it’s possible to export both the CTAs and Task details, but these come through as separate files. Would like to be able to export one file which includes CTAs with all details, and the corresponding tasks nested under these (and also have the columns in a useful order rather than alphabetical).   

8
sai_ram
Grand Slammer
1 year ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Success Plan Mass Edit to CloseResponse from Customer

Currently you are not able to do a mass edit to close Success Plans. This is helpful for an admin to have the ability to do if the strategy changes and we need to shift a focus for the team. Additionally we have quarterly plans that get triggered. It would be helpful to be able to mass close the previous quarter plan to limit confusion

7
kyle_handley
Shoshin
9 months ago
bill_updale
bill_updaleRegistered User
shared in CS Product Ideas

RFE: Different Color coding schemesResponse from Customer

We need the ability to use different color coding schemes for different metrics/scores.  For example, we use a 5 color graduated color scheme for most scorecard scores but require a different 3 color scheme for an external NPS score to match what is used internally.  Currently only a single color scheme is used globally.  

11
aditya_marla
Shoshin
3 years ago
darshana.shah
Team Captain
darshana.shahTeam Captain
shared in CS Product Ideas

Success Plan snapshot filtersResponse from Customer

Hello Wonderful Product team,I have a challenge for you. @sai_ram . Use case. Here at ADP we have tons of products and services and our wonderful marketing team will put together slides/marketing information for each need the client might have. (that get to be close to 200 ppt slides) So what i would love to do is create filter for the slides within a ppt. So if the CSE selects a certain category from the objective CTA we filter the ppts for only those slides. and of course some ppts would be for all success plan snapshots no matter the objectives. anyways does that make sense?  so what do you think can i have this by summer?Best Regards,DarshanaPS j/k about the timeline. May would be great too. lol @kate_green  @kate_peter 

3
darshana.shah
Team Captain
1 year ago
brijesh
brijeshRegistered User
shared in CS Product Ideas

S3 Data Ingestion Job and Advance OptionResponse from Customer

S3 ingestion jobs are very helpful to automated upload to MDA and I feel following enhancements will add more value 1. Allow truncate option before loading data - 2. Allow building dependency between S3 ingestion job or 3. Allow either calling S3 Ingestion job after load is completed.

2
brijesh
5 years ago
sagan_sherlin
Champion
sagan_sherlinChampion
shared in CS Product Ideas

Idea (Survey 2.0). Ability to change the Question Type (Format) when Creating Survey.Response from Customer

I seem to run into this a lot when working on building Survey’s for people in my organization.  They layout the survey in the question format they want...and then after seeing or talking to others they want to change it.  So as of now, you have to create a new question in the new format, and then delete the old one.    It would be awesome if while the Survey was in draft, you had the ability to modify the question type (format) to another. 

6
kelly
All Star
10 months ago
narayanan_s
Team Captain
narayanan_s
shared in CS Product Ideas

Allow NXT Rules with sfdc cross object lookup fields or lookup filter fields migration via x-orgResponse from Customer

NXT developed rules with salesforce sourced lookup object fetch or filter fields are not x-org migrated.We are following a culture where any new project developments are approved for Gainsight to be developed and tested in sandbox tenant first without implementing directly in production instance.At times we stuck to see many rules having sfdc cross object lookup fields or filter fields not migrating with in NXT tenants via x-org. 

15
narayanan_s
Team Captain
11 months ago
kevin_ly
Champion
kevin_lyChampion
shared in CS Product Ideas

[Feature Request] Allow Rules to be Filtered by Specific Field Use.Response from Customer

Posting on behalf of a customer. It would be nice to filter rules about a certain field being used in the setup or action. It would help to determine impact if a used field is to be modified via MDA or SFDC.

4
sagan_sherlin
Champion
3 years ago
keith_mattes
Champion
keith_mattesChampion
shared in CS Product Ideas

Auto-magically convert Connector Ingest Jobs to S3 Ingest RULESResponse from Customer

[u]User Story[/u] Once upon a time, an admin managed a large number of ingestion jobs via S3 Connector and needed to modify the parameters, (S3 folder paths specifically in this tale). When our friend The Admin reviewed the S3 Ingestion RULE setup, The Admin noticed there there was much PARITY betwixt the configuration of the two!! He sat and pondered...could a potential script be magically construed in order to alleviate the burden of this Admin and perhaps MANY others across the land? Hoping this story could end with "And there was much rejoicing!!!" Any other "The Admin's" out there with a similar challenge or pending maintenance item to update these to Rules?

4
sai_ram
Grand Slammer
2 years ago
darshana.shah
Team Captain
darshana.shahTeam Captain
shared in CS Product Ideas

Hide ability for Data DesignersResponse from Customer

Hello Everyone, I would like to suggest the Data Designer tables have a hide features. WHY you ask? the way we use data designer is for temporary data for JOs, short-term data analytics (as we built our tech touch program), etc. Some data designers are more permenant with continued improvement iterations. After the uses of the temporary DD, we would like to hide the table from rules and reports. As a larger organization we have a great deal of tables and would like to keep things simple and clean and easy for our partners to be able to see and understand such as in Dashboard capability. (you can see everything)So my ask is to create a way to hide DD tables. (now should that feature stretch to all tables. Yikes that might get scarry) So I would start with DD and maybe re-evaluate if other tables would need a hide feature?The above statments are my thoughts and opinion. No offense is ment.@kate_green @kate_peter @prathap Best Regards,Darshana Shah

6
rakesh
Gainsight Employee: ACE
1 year ago
theresa_lucius
theresa_luciusRegistered User
shared in CS Product Ideas

Add Executive Visibility to CTA's through automated escalationResponse from Customer

Currently, if any executives would like to understand which customers have open CTA's, they need to view a dashboard or build a report. We have a few key CTA's (for example around decline in usage) that our executives would like to be "CC'ed" on as they occur, in order to track if they are being followed through for our largest customers. In doing this, there would not only be increased visibility, but also better adoption of CTA's by the reps. I would envision that it would be part of the rule to create a CTA to add a "CC" to the CTA to send an email to people of your choosing when the CTA is triggered.

1
sai_ram
Grand Slammer
4 years ago
samantha_braastad
Champion
samantha_braastadChampion
shared in CS Product Ideas

Have the ability to set advanced logic to merge criteria in Rules EngineResponse from Customer

It would be ideal to be able to add advanced filter logic to merge criteria when merging two datasets in bionic rules. This would allow us to reference two fields where the identifier could be present to merge the data on. Currently, we have to perform to separate merges for each criteria and then merge the reports together a third time to create a final dataset. 

4
samantha_braastad
Champion
3 years ago
sam_leonard
sam_leonardRegistered User
shared in CS Product Ideas

Field that imports the most recent comment in a ZenDesk thread into Gainsight for addition to the Customer 360Response from Customer

Hello! I was wondering if there were plans to expose a field that allows users in Gainsight to see the last comment posted to a given ZenDesk thread. I can see that the "Description" will bring the body into Customer 360, but this request has come up repeatedly from my org so I wanted to find out! Thanks!

5
sai_ram
Grand Slammer
1 year ago
M
Shoshin
michellebShoshin
shared in CS Product Ideas

Ability to move survey responses to a different accountResponse from Customer

Hello,It would be awesome and incredibly helpful if there was the ability for admin or support to map a survey response to a different account once they’re recorded. If you accidentally map the survey participants to the incorrect account (speaking from an experience), then their responses stay in that wrong account in perpetuity which is inconvenient. Thanks!

2
M
Shoshin
1 year ago
james_whitehead
james_whiteheadRegistered User
shared in CS Product Ideas

Text Boxes: Stripping formatting when pastingResponse from Customer

Good Morning- We've run into this issue a few times over the last few months and I wanted to get some feedback from the community: When our CSMs try and past any text into form fill boxes in Gainsight, the formatting from the program where the text originated (PowerPoint, .pdf, etc.) is transferred to Gainsight's text boxes. The problem is that Gainsight's text boxes don't support formatting (well, there are extremely limited formatting options in the form of <b></b>, <i></i>, etc., but I digress), and the text ends up taking a form that's unreadable, unususable, or just different from other text fill boxes that are manually typed or contain information pasted from a different originating software. Is anyone else running into these issues? Would anyone be in support of Gainsight automatically stripping out all formatting upon pasting, much like Notepad/Textpad does in Windows? This would be done for consistency of display withi

9
Anil Raj Pujari
Gainsight Employee: Rookie
8 months ago
reggie_yu_gazmen
Shoshin
reggie_yu_gazmenShoshin
shared in CS Product Ideas

Add other account attributes to Global Timeline searchResponse from Customer

From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.

7
reggie_yu_gazmen
Shoshin
6 months ago
Christina P
Shoshin
Christina PShoshin
shared in CS Product Ideas

Enhance the Chrome extension to allow users to codify reason for email (and use any email config set in GS)Response from Customer

Our CS function looks to measure reactive servicing (inbounds from customers to CSMs), so that we can leverage any  insights on where optimisations can be made by product, support, content etc to reduce PTC / deflect better.Most 1:1 emails are in Gmail, and most are then logged to timeline via chrome assist. Currently, when a CSM receives an inbound email from a customer, and they reply via Gmail, there is no way to tag or codify the reason for that inbound email in gmail itself (i.e. when they are writing/sending the actual email), and therefore it’s very difficult to report / measure where CSMs are spending time, if there are any spikes in reasons for customer contact etc. Can consideration be given have mirrored email activity options in the Chrome extension?  **I don’t wish to ask CSMs to have to go to GS and manually update there / double handle - employee experience is high up my priority list.  

2
ssamarth
Gainsight Employee: Rookie
14 days ago
Jef Vanlaer
Champion
Jef VanlaerChampion
shared in CS Product Ideas

Add rich text field to activity typeResponse from Customer

To capture answers to specific recurrent questions, I'd like to add a rich text field (such as the notes section) to the Meeting activity type. Currently, I can add a customer text field, but it is very small to capture longer responses.

2
Jef Vanlaer
Champion
1 year ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

Option to change a Subject field in the Activity TimelineResponse from Customer

We have a Subject field on the existing Log a Call in Salesforce that is a drop-down with our own custom values. The Subject field in Gainsight is just a free form text field. How do we get the values from the SF Subject drop-down to show in the GS Subject field? Also, if we are to implement this change, what is the best approach to avoiding overwriting the existing Log a Call subjects that have already been entered in GS?  So basically, Subject on Activities is a special "combo" field that acts as both a Text and a Picklist field. You can modify the fixed list of subjects by going to Setup > Customize > Activities > Task Fields > Subject Also, if you want to enforce the picklist side of the Subject field and not allow users to enter their own Text subject, you could create a validation rule: But when coming to Gainsight Activity timeline: Subject field, it is a normal text field. 

4
sai_ram
Grand Slammer
1 year ago
kate_green
Champion
kate_greenChampion
shared in CS Product Ideas

Show Enable Export Info on Rule Setup SummaryResponse from Customer

It would be helpful to know details about whether a task is enabled for export without having to open up each task.  Something like this: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180814-10817-1e5c2qe-2018-08-14_9-53-24_inline.png[/img]

1
samantha_braastad
Champion
3 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Data spaces relationship rulesResponse from Customer

In trying to build out a process yesterday it was pointed out that Data Spaces cannot be used in any relationship rules. I have tried using both Custom and Bionic Rules to accomplish this and it doesn't appear to be an option to select from when building out the rules. 

3
pele
Veteran Rookie
3 years ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

Represent the percentages as whole values rather than decimals to the hundredth.Response from Customer

Hi Team, Customer is looking for a way to represent the percentages as whole values rather than decimals to the hundredth. Can this be considered? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Image20190522at12-39-11AM-83a6f05f-0f74-4dc6-a5b5-0cbb08c266e8-1339135963.png[/img]

0
shiv_kumar_katiyar
Gainsight Employee: Team Captain
3 years ago
martina_mlynska
martina_mlynskaRegistered User
shared in CS Product Ideas

Ability to apply "Once in a Lifetime" fitler to a ruleResponse from Customer

Now, you can apply the Once in a Lifetime only for a given Action in the Rule. It would be really helpful if it could be also applied for the whole rule = all the Actions under that Rule.

1
darkknight
ACE
3 years ago
mark_deegan
Shoshin
mark_deeganShoshin
shared in CS Product Ideas

Auto Assign CSMsResponse from Customer

Hi Folks -  It would be nice if we had an option when creating customer records to automatically assign a CSM when we are creating a company record - based on the lowest number of Companies assigned to the CSM on the time of company creation.  Ive hacked a solution around this but its less than perfect.    Kind Regards,    Mark

2
sai_ram
Grand Slammer
1 year ago

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