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📢 List of Articles from PX May 2022 Release

5 days ago

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CS Product Ideas

CS Product Ideas

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Response from Customer

All statuses No Status Acknowledged Not Planned Partially Fixed Planned Under Consideration Workaround Available Deprecation Planned Implemented Current Functionality IN DEVELOPMENT

sai33335Shoshin

shared in CS Product Ideas

Track open/click rate data on the people in the "cc" line for JO programsResponse from Customer

I was wondering if there is a way to get open/click rate data on the people in the "cc" line for JO programs. I know the "Email Log" object allows you to see click rates for folks in the "to" line, but it doesn't seem to include the cc line.

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).

michellebGainsight Rookie

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!

shiv_kumar_katiyarGainsight Employee: Team Captain

shared in CS Product Ideas

Access issue when NXT tenant is switched to new or different tenant.Response from Customer

As per the NXT design, we consider username as the unique identifier by default in the SFDC connector job. Now -1. Create a salesforce connection in Gainsight and complete the user Sync. This will create the user 1 in Gainsight.2. Connect Gainsight to another environment/sandbox with similar data this will create another User 2 in Gainsight.3. Now since there are 2 users with same Id.4. Make User 1 as inactive and assign all the permissions to User 2.5. User 2 in salesforce will see a blank screen.Workaround is to deactivate the User 2 and assign the right permission for User 1.This is not acceptable approach and would need a feature enhancement for the current functionality.

prithvi_vihariVeteran Rookie

shared in CS Product Ideas

Ability to select percentage type in S3 Bionic ruleResponse from Customer

While Loading using an S3 ingest job we notice that the Value ( for eg) 0.23 would be converted to 23%(converted to percentage by multiplying by 100) when writing to a Percentage type field but when we are loading the same using a S3 Bionic type query it would load it as 0.23% itself as the data type doesn't include Percentage. In order to avoid this discrepancy can we have the ability to select Percentage Datatype in the Bionic rule for the field in the S3 fetch. Example.gif: [url=https://cl.ly/6a44b627c395]https://cl.ly/6a44b627c395[/url]

richard_lloydGainsight Rookie

shared in CS Product Ideas

Please can we have a Gainsight Connector for SplunkResponse from Customer

A Gainsight Connector for Splunk would be very useful (Splunk: [url=https://www.splunk.com/en_us/download/splunk-enterprise.html?_bk=splunk&_bt=284223556534&_bm=e&_bn=g&_bg=59888692704&utm_campaign=google_emea_gbr_en_search_brand&utm_source=google&utm_medium=paidsearch&utm_term=splunk&utm_cSplunk_Enterprise_Demo&gclid=EAIaIQobChMIsIi-1pD33wIVzp3tCh1S4wp7EAAYASAAEgKMivD_BwE]https://www.splunk.com/en_us/download/splunk-enterprise.html?_bk=splunk&_bt=284223556534&_bm=e&_bn=g&_bg=59888692704&utm_campaign=google_emea_gbr_en_search_brand&utm_source=google&utm_medium=paidsearch&utm_term=splunk&utm_cSplunk_Enterprise_Demo&gclid=EAIaIQobChMIsIi-1pD33wIVzp3tCh1S4wp7EAAYASAAEgKMivD_BwE[/url] )

sai33335Shoshin

shared in CS Product Ideas

Create a report on how often email tasks are actually sent to timeline vs. just checked as completeResponse from Customer

When we close an email assist task manually, we don’t log it to the timeline eventhough the below option is turned on. So, the usecase here is how many email tasks are logged to timeline compared to how many tasks are completed.

prithvi_vihariVeteran Rookie

shared in CS Product Ideas

[Posting on behalf of Customer]- Ability to restrict Picklist values on picklist fields in Call to AResponse from Customer

It might be a good idea to have the ability to restrict picklist values based on the CTA type so that we only get a limited number of choices on a dependent picklist field based on the choice of a certain CTA Type I have selected.

ioKarZarGainsight Community new member

shared in CS Product Ideas

Call to Action OwnershipResponse from Customer

While assigning owners in playbook s currently gainsight supports only Account and customer info user lookup fields. Is there a roadmap where gainsight will support other objects which as well with user lookup fields.These other objects do have a look up on account object.

shane_mccoyGainsight Rookie

shared in CS Product Ideas

Initiate Rule Chain based on S3 ImportResponse from Customer

Is it possible to create a rule chain that is triggered by a S3 Import? I want to run a CTA that only runs right after a certain S3 Rule has run. I’m sure I can do this using ‘Import Date’ fields but being able to create a rule chain would be much easier. Thanks!

tom_gerthGainsight Employee: Champion

shared in CS Product Ideas

Unsubscribe users from within GainsightResponse from Customer

Hello, I'm working with a customer who is wanting the ability to unsubscribe their customers from Copilot outreaches. Currently, the only way to accomplish this is for the email recipient to unsubscribe via the email link. Is there any future plan to allow users to unsubscribe their customers from Copilot Outreaches via the Gainsight UI? Thanks

jim_barkerShoshin

shared in CS Product Ideas

[Enhancement] Abilty to force a Success Plan Name Schema when creating new success plansResponse from Customer

It would be helpful to provide functionality when a Success Plan is created you could format the name oin a semi-automate fashion...such as: Success Plan Type “Get to Green” Date is 2020-05-20 The Success Plan Name could fill with: Abatement May 20, 2020 That the user could then add a suffix to. Don’t forced this to all (PLEASE), but make it a possibility.

shared in CS Product Ideas

C360: Google Drive integration for CSMs to store customer documentationResponse from Customer

At Red Hat we use Google Docs folders for collaborative customer-related documentation.  If we had the ability to access a shared folder directly from within the C360 tool that would be huge for us.

amanda_neilGainsight Rookie

shared in CS Product Ideas

Ability to have a Parent Task within Success PlansResponse from Customer

Our use case is specific to adding sub tasks within the Success Plans.  Today we have a Success Plan created but need a way to have a mor granular view within the the Objective.  So the request is to have the ability to add a sub -task to the Task within a specific Objective.  This will allow our CSMs to call out the specific action the they are taking with a customer product, for example.  This should also show within the Gannt chart as a sub component to the task.

rvinnyGainsight Employee: Veteran Rookie

shared in CS Product Ideas

Scorecard history to contain grades along with numbersResponse from Customer

One of our customers is asking whether it is possible in the Scorecard History object, to be able to capture both the numerical score (via the weekly snapshot) and the actual Label of A-F grading, so that someone looking for historical trends based on grade can easily access that in their data warehouse without having to 'convert' from numerical score to grade. Please let me know your thoughts.

ellenoangieslistcomChampion

shared in CS Product Ideas

Allow CTA and Success Plan Due Dates based on Account Date fieldsResponse from Customer

Currently when assigning a Success Plan Objective, you are given the option to make the due date "the assign date + X days"  We are mapping our success plans with objectives quarterly around renewal dates and if we auto fire them all now, they will all be off on dates.  If we could assign the due date based on an account or customer info date field that would help keep our CSMs on track.   

steve_davisGainsight Employee: MVP

shared in CS Product Ideas

Ranking in Pivot ReportsResponse from Customer

I have a customer request to be able to apply ranking to a pivot report. The specific request is to be able to sort/rank by whatever the customer chooses. For example: If the pivot report is cases month over month, give the user the ability to rank based on either overall case count or most cases last month etc. 

sai33335Shoshin

shared in CS Product Ideas

Include other fields in the option "Create CTA once in"Response from Customer

There are multiple projects in a company which need this option to be enabled for each of them.

zach_davisGainsight Rookie

shared in CS Product Ideas

Add Automated/Manual field to Customer StagesResponse from Customer

We have some of our customer stage changes automated via rule in GonG. We'd like to be able to prevent users from being able to manually update to the stages that we have automated. Ideally you would be able to mark if they're automated vs manual in the Stage Config section and automated stages would not show up as an option when manually changing the stage.

shiv_kumar_katiyarGainsight Employee: Team Captain

shared in CS Product Ideas

Scorecard Comment History ReportResponse from Customer

([i]Posting this on behalf of one user)[/i] "Attempting to create a Scorecard Comment History report to view why the manual scores were given over time. I don't see the option to show the comments on the Account Scorecard History object. Where would the comment history be stored and how would I visualize it?" Is saving historic comments in Account History added to our road map ??

Will PagdenGainsight Community new member

shared in CS Product Ideas

Decision Trees in PlaybooksResponse from Customer

Hi all, A quick question around playbooks. We are looking at implementing new playbooks for our 2020 CS strategy. One thing we want to do is be able to give decisions a bit like the below: Q: Is the implementation by - A) Partner B) Our PS team? If A is selected it creates one set of tasks, if B is selected if creates another set of tasks. Hopefully that makes sense and any help is greatly appreciated.

andrew_biehleGainsight Employee: Veteran Rookie

shared in CS Product Ideas

Ability to include CTA's in Timeline view.Response from Customer

At some point in the future it might be nice to have the ability to create a custom view to include CTA's and Timeline in the same view. It would allow you to update CTA's and timeline entries at the same time.

shiv_kumar_katiyarGainsight Employee: Team Captain

shared in CS Product Ideas

Ability to adjust the content which exporting the Dashboard as PPTResponse from Customer

Hi There, One of the customer is facing an issue where on the dashboard page it shows full Legend list which is 10 but when exported it shows 8, due to size of PPT . Can be have the abilty atleast to pull the data which is shown on the dashboard? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/DashboardExport-5e0bead1-6b5d-4107-9339-189ecebf00fe-896394621.png[/img]

heather_hansenACE

shared in CS Product Ideas

Related Objects and ReportsResponse from Customer

Would be great if the information in reports was centered instead of aligned left. We’re having some confusion due to the left alignment.

sarah_gregoryGainsight Community new member

shared in CS Product Ideas

Can we please have an undo button within the email templates?Response from Customer

There are many times that the changes that I have just made within an email template are not what I wanted and I would like to click UNDO.  Can we get this added to the list of enhancements to the email templates?

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