CS Product Ideas

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5980 Posts

tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Ability to edit all Timeline entriesAcknowledged

Currently, the only user that can edit a Timeline entry is the user that created said entry. It would be good if there was some kind of permission that would allow an admin to edit all Timeline entries, regardless of who created it. Is there anything like this on the roadmap?

22
kvanderwyk
Gainsight Rookie
8 months ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
shared in CS Product Ideas

The 2 MB attachment limit on Email Assist is very limiting.Implemented

Although the total size of the attachments can be 10 MB in an Email Assist, each attachment cannot cross 2MB. This limit is too small for any pptx/ppt type of documents that tend to be very common artifacts one shares with their customers. Can product consider increasing the limit? Anyone else feeling the pinch?

22
jake_ellis
Gainsight Employee: Veteran Rookie
2 months ago
sarah_coote
Gainsight Rookie
sarah_cooteGainsight Rookie
shared in CS Product Ideas

Insert table in 360 Timeline ActivitiesAcknowledged

It would be great to be able to either insert or copy and paste tables into the logged Activities for Timeline 360. If I copy paste at the moment, it pastes as text and loses all table layout

22
gopal_rao_kallepu
Gainsight Employee: Rookie
2 months ago
trevor_shand
Gainsight Rookie
trevor_shandGainsight Rookie
shared in CS Product Ideas

Archive Old PlaybooksImplemented

I'd like a way to archive old playbooks as opposed to simply deleting them. This would enable us to go back and review them to either revive part or all of them.

22
R
Veteran Rookie
1 year ago
josh_grigone
Gainsight Employee: Veteran Rookie
josh_grigoneGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Allow Task Type mapping when syncing Activities to SFDCPlanned

It may be beneficial for end users/admins to have the option to adjust Task Type mapping when syncing Activities from Gainsight to SFDC. Currently, it appears it is set up in such a way that the Task Type to any Activities synced from Gainsight to SFDC will automatically pull the Default Task Type and, depending on which activities are synced, may cause confusion for end users. For example, a user logs a call from the Activities tab with the "Sync to Salesforce Activity" checked off on the Activity config, this call will appear with the default Task Type which may not be set to "Call" and could throw off some end users.  Having the ability to map Task Type in the Activities config may assist in resolving this. Thanks!

22
J
Gainsight Rookie
1 year ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Ability to attach docs/files to TasksUnder Consideration

It would be great to have the ability to attach files/docs to TASKS in a similar fashion that you can to CTAs. 

21
daniela_stumm
3 years ago
brittany
Gainsight Rookie
brittanyGainsight Rookie
shared in CS Product Ideas

Enable Rules Engine to update with the option to replace Features comments or adding to themImplemented

Right now we use Features to see which of our in app features are being used by our customers and the rules engine to populate this. Since Features are just yes/no we use comments to document the exact usage, ie 75% but our threshold for yes is 50%. Currently the comments system, replicates itself until the character limit is reach (ie. 75% 75% 75% 75%...). It would be lovely to have the choice to replace the existing comment.

21
brittany
Gainsight Rookie
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
10 months ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Images in Timeline ActivitiesUnder Consideration

It appears that when you are copying and pasting an email, the images do not also copy. We are currently adding them as attachments, but obviously, it would be more ideal to have them included in the actual email. Is that doable? Also, we are looking at turning on the BCC email option soon. Will the images still not carry over with this as well?

21
soumitrasahu
Gainsight Rookie
3 months ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Dashboard StatsImplemented

It would be great for Admins to have a way to see dashboard visits. I'd love to be able to see how often certain dashboards are used and by whom. With the every growing list of reports my teams want to see in dashboards, it would be great to be able to say "Well, this one isn't being used, so I'm going to delete it." :)

21
N
Veteran Rookie
9 months ago
elizabeth_adams_c593ee
MVP
elizabeth_adams_c593eeMVP
shared in CS Product Ideas

Report Table View in EmailImplemented

We need to include reports in table view in our email distributions. Both in CoPilot emails and also in CTA-based emails. We are trying to create a dashboard style report to distribute to clients to help them understand utilization. There are some data points that really don't make sense in a more graphical format.

21
jason_metzler
Gainsight Rookie
3 years ago
nicole_gemmer
Gainsight Rookie
nicole_gemmerGainsight Rookie
shared in CS Product Ideas

Add Due Date to Mass Edit for CTAs and TasksUnder Consideration

Add the ability to change due dates for CTAs and tasks to the mass edit functionality.  This will allow us to adjust dates as we make changes to our process flow.

21
sriram pasupathi
Gainsight Rookie
7 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
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Bigger Text Box For Scorecard CommentsImplemented

I have a request for a customer to increase the overall size of the comments box. Users are typing in several sentences into this box and the window is very small. Users have to scroll through the box to get the full message which can be a bit frustrating.  [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/31837-zesrsn_inline.png[/img]

21
colettegoode
Gainsight Rookie
2 years ago
ben_daniels
Gainsight Rookie
ben_danielsGainsight Rookie
shared in CS Product Ideas

Schedule individual reports with excel attachmentIN DEVELOPMENT

Hello, We would really love the ability to schedule individual reports as an excel attachment. The dashboard/ppt scheduling isn't an ideal solution for us.

21
christian_auner
Gainsight Rookie
1 year ago
lauren_denault
lauren_denaultGainsight Community new member
shared in CS Product Ideas

Bulk Add Sponsor TrackingImplemented

We have over 30k customers that we want to start using Sponsor Tracking for - is there a way to get a bulk list of all of them and approve that way rather than going into each individual 360 page? 

21
lila_meyer
Gainsight Employee: Grand Slammer
3 years ago
bryan_zwahlen
Gainsight Rookie
bryan_zwahlenGainsight Rookie
shared in CS Product Ideas

Cockpit Collapse - Expand AllWorkaround Available

It would be helpful to have a Collapse All - Expand All toggle at the top that is sticky.

21
K
6 months ago
brittany
Gainsight Rookie
brittanyGainsight Rookie
shared in CS Product Ideas

Creating Surveys with TokensImplemented

I want to be able to create surveys with tokenized merge fields within the questions that customize the survey to each client completing it. 

21
M
Veteran Rookie
1 year ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Objectives removed for C360 CockpitImplemented

Our teams use Objectives slightly different than the intended use, and removing them from the C360 cockpit is causing some challenges on our side. Was thinking it might be good to have an option of what types of CTAs should be shown in the Cockpit versus somewhere else that the Admin could configure. I'm thinking a checkbox that would just tell the system to include/exclude from C360 cockpit. Happy to share more details of our use case for Objectives if it will help.

20
martha_stuart
Gainsight Rookie
4 years ago
dstokowski
Gainsight Employee: ACE
dstokowskiGainsight Employee: ACE
shared in CS Product Ideas

Ability to bucket values in ReportingPlanned

I often find myself exporting to Excel in order to "bucket" values in reporting - kind of like creating a categorization on the fly like you can in SFDC Reporting.  Would be great to do this in Reports 2.0.

20
sai_ram
ACE
11 months ago
anirudh_allika
Gainsight Rookie
anirudh_allikaGainsight Rookie
shared in CS Product Ideas

Folders for Email templatesImplemented

Can we have folders for email templates similar to reports. This would help in organising templates and would make navigation easier

20
sai_ram
ACE
2 years ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Ability to concatenate within a column via bionic rulesNot Planned

Currently concatenate only works with bringing together two separate columns of data with the same unique identifier. What I would like to do is concatenate the the same column from multiple rows with the same unique identifier. For instance if you have a project phase with multiple associated assets I would like to concatenate all the asset names into one column for that project phase in an email.  [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180222-106947-178vdy0-Concatenate_inline.jpg[/img]

20
andrew_cummins
Champion
3 years ago
marcelo
Gainsight Rookie
marceloGainsight Rookie
shared in CS Product Ideas

Zendesk Connector refresh frequencyImplemented

Right now the Zendesk connector only refreshes data once a day which is good to get a basic idea on what is going on with our accounts, but not enough to be up to date with what is going on with our Support team. Is there any way to increase the frequency of refresh for the ZenDesk connector? This is something that almost everyone we introduce Gainsight to within our company asks and once we tell them it is currently once a day is kind of a let down. Thanks! Marcelo

20
P
Gainsight Rookie
1 year ago
elaine_cleary
Gainsight Employee: Golden Ruler
elaine_clearyGainsight Employee: Golden Ruler
shared in CS Product Ideas

Out-of-the-box event-based or triggered surveysPlanned

I'm working with several customers who are interested in being able to set up surveys based on specific events (or triggers).  For example, configure Gainsight so that a survey is automatically sent when implementation is complete for a customer as denoted by a change in stage.   While this is possible with Gainsight Services via a SOW, it would be ideal to put the power of triggering surveys in the hands of Gainsight admins.  Anyone else interested in this capability?

20
naquiyah_cash
Gainsight Rookie
6 years ago
cinco_coates
Gainsight Rookie
cinco_coatesGainsight Rookie
shared in CS Product Ideas

Ability to Report on Internal Attendees from Activity TimelineImplemented

Similar to [url=https://community.gainsight.com/gainsight/people/melissa_i_7321356]Melissa[/url]'s recommendation in "[url=https://community.gainsight.com/gainsight/topics/need-the-ability-to-report-on-external-contacts-within-timeline-activity?topic-reply-list%5Bsettings%5D%5Bfilter_by%5D=all]Need the ability to report on external contacts within Timeline Activity[/url]," it'd be nice to have the ability to report on Internal Attendees from the Activity Timeline. [b]Use Case[/b]: My technical team (TSMs) often join CSMs on phone calls, emails, etc. I would like to run a report and see how often my team is listed on an Activity as an "Internal Attendee" to help understand our impact. 

20
M
7 months ago

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