CS Product Ideas
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I was talking to a customer (Saewon/Unity Technologies) and she presented me a rather interesting rules engine use case. Ask: is it possible to rank numerical field values via the rules engine?Additional context: The use case would be to create a CTA for customers who have a (custom) score value greater than the nth highest value among all customers. The scores in this case are externally derived scores and not GS measure scores. What I need would be able to put a filter in a rule that says "only keep records with a value in field X that is higher than the nth highest value in field X"Ask: is it possible to rank numerical field values via the rules engine? I’m assuming you would also need to be able to set a baseline value on “Score” to be able to be able to get this to work.
We have a lot of relationships and currently if I have a contact across multiple relationships I have to add them to the respective relations one at a time. I would like to be able to when adding a new contact choose multiple relationships at the same time. This would be a huge time saver when getting a new account with 10-15 contacts that need to be added to 5+ relationships.
Hi Team,In the JO program, when participants get failed during participant sync from source, then custom field values does not get populated. In the above scenario the participants moved to failed participants during sync and hence the custom field values will not get populated. Customer requested to populate the custom field values for the failed participants also. Thank you.
I am looking for a way to upload a list (.csv) via email validator to clear bounces. Anything other than one at a time would be beneficial and appreciated. Some of the other, similar ideas that bear repeating on this topic:https://community.gainsight.com/topic/show?tid=41303&fid=21https://community.gainsight.com/topic/show?tid=38941&fid=21
In Report Builder, you have the ability to create a formula field to return Month name. However, you are unable to sort that field chronologically now and are stuck with months in alphabetical order which is undesirable.Months sorted alphabetically Desired order for months listed above would be:January March April June A proposed workaround is to have an additional column with the date field to sort on. However, this does not work if you have row grouping enabled for your Month name field, as sorting function sorts count of dates and does not sort the underlying dates.
We recently found a big gap (at least big for us) with Email Logs 2.0. We are heavy users of relationships and have quite a few relationship level programs. For these programs, to pull any company level info into a report you first have to look up through the relationship to the company object and select the field you need. This is fine if you are only pulling a report of relationship programs. However, we have a need to pull a combination of relationship and company programs into the same report. To do this today, we’d need to have 2 separate fields for each company level field we want to surface….one that looks up through the relationship, and one that looks up directly via the company id. This is a mess for reporting and super confusing for end users that don’t ‘see’ the back end or understand how this data works. They just want to be able to filter by company to show all emails that have been sent to an account.The ask...please auto populate the Company Id field for both Company an
I’d like the ability to create 2 different visualizations on a dashboard for the same report. For example, if I have a report of all Risk CTAs I want to see a table on a dashboard indicating detailed information like next action due, reporting category, days due, etc. but I also want to display a widget showing the number of total risk CTAs open. I’ve been doing this by cloning reports and adjusting, but this means that I am just creating more and more reports with essentially the same data.
PX on my CSNo Status
PX on CS (also known as the Enablement Engine)I would like improved user analytics and product engagement to help drive user growth in my Nxt CS instance. We currently have 700 users in Gainsight CS and we are evolving our processes quickly. Enabling our teams on new process/system changes is critical to the success of our teams.As the PX website states, it enables you to deeply understand what users are doing in your product, collect feedback, and create in-app engagements like walkthroughs and guides to drive onboarding and adoption. That’s exactly what I want for my Gainsight CS and my users. Let me explain further. Gainsight CS Analytics TodayToday, Gainsight provide the G360 feature to show admins some simple usage data. If you don’t have this in your instance, I recommend talking to your CSM to get access to it. The data in this feature is not very deep. You can see things like page views and how often users are logging into Gainsight. You can also top level feature usage like h
Hello all, I’ve had a customer place a ticket for a feature request. The customer would like the ability to add a task description when adding a task in a timeline entry, as opposed to creating the task and then filling out the description on the CTA. This would enhance workflow by reducing the number of steps needed to a task completely filled out. I’ve attached the two places where tasks are for clarity.
To provide visibility via email to the Account Owner (they are not the contact being used to send the email).In my organization, we have a customer outreach motion to email many customers offering a CS session led by a non-assigned Technical Account Manager. The Account Executive is the Account Owner in this case and it would be nice to have the Account Executive CC’ed automatically on these reach outs. The Account Owner is not always the same across all of these accounts that will be sent an email by Journey Orchestrator, so we are unable to hard code a static email address in the CC field.
HI Team, We’ve got a request from customer. All of the currency fields in my reports are showing “USD” in front of the values. when I download the data, Excel does not recognise the columns as currency (they start with a letter, not a number). So customer wants to see $ instead of USD.
CTA : Associated Persons updateNo Status
[Customer Request]:When customer fill in the name of the associated person to automatically have the email address of this contact auto-filled in the recipient data field, when they want to send an email thought the CTA.Kindly check this product feature request.
When adjusting the date on Timeline Activities, users are presented with a calendar pop-up through which they can select a day. The same sort of behavior is present when setting or adjusting Due Dates for Tasks / CTA’s, with one minor difference: the CTA and Task calendar has a quicklink for “Today” at the bottom. I understand that in most cases the default date for an Activity is already “today”, but a user recently pointed out that adjusting the date is sometimes necessary when revisiting drafts. In any event, it would be a cleaner experience for these calendar selection pop-up’s to match. See examples below… CTA Due Date Adjustment Activity Timeline Date Adjustment Could we match the look of the Activity Date selection calendar to the existing CTA / Task Due Date selection calendar - including the “Today” quicklink at the bottom?
Gong.io Call Transcripts IntegrationNo Status
I’d like to suggest a further enhancement to the new Going.io integration to allow for call transcripts to be imported and fed into the CX Center algorithm. Doing so would allow for a very broad search of sentiment keywords within CX against call transcripts from various customer-facing teams.My guess is that there might be some privacy concerns to contend with as part of this integration so that would need to be dealt with.
What the title says.If one wants to move a field in the SHOW section, he must remove all of the fields that he wants placed behind it and re-add them.- I’m surprised to see that not even NXT has this functionality implemented.
Hi teamWith the Dynamics connector, when mapping a field using a derived mapping, I can choose “Reject Record” for the “When No Matches Are Found” option.When the connector job runs and only sees records that are rejected for this reason, the status of the job is marked as “Failed”This behaviour isn’t consistent with a failure — it’s correctly and successfully rejecting the records based on our predefined criteria.It would be great if situations like this could show a different status, or be included under “Success”.This would help us with configuring notification emails and identifying true failures of the connector job.ThanksJon
Hi teamI have a rule that’s failing to ingest data because one of the email addresses in the source CSV file is formatted as “email@example.com “ with a trailing whitespace rather than “firstname.lastname@example.org”.In an ideal world, all of our source data would be perfectly clean, but that’s not realistic for us and probably isn’t for many other people.It would be great if Rules Engine could trim whitespace around email addresses before ingesting them to avoid errors like thisI found a request for a similar thing in JO too but this is specifically for Rules Engine ingest:ThanksJon
The new Data Management UI for dependencies is an improvement, but another admin quality of life addition would be to include, context dependent for each type of asset, if it is active or not. For example:For rules, you could simply indicate if the rule is active/inactive. For reports, it would be useful to know if that report is used in a dashboard, and which dashboard(s) it is on. This would enable admins to more easily at a glance find how to prioritize what they’re looking at and assess true dependency impacts. I’m sure this won’t be particularly easy given that each asset would have it’s own context around what ‘active/in use’ would mean, but it would be incredibly helpful.
We’d like the ability to customize the Gainsight NXT widget in SFDC. We have some summary data and sections on C360 that are specific to a CSM’s needs, and I’d like the ability to streamline what our Sales team sees (they have viewer licenses and are accessing Gainsight through the NXT widget on the Account page in SFDC).
We have the ability to make changes to the company/relationship for timeline activities already, we’d like to see the same capability for CTAs. Event if it’s just company to company or relationship to relationship (of same relationship types) this would be a huge benefit to our CSMs instead of closing/deleting and recreating CTAs if they need to be moved.
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