CS Product Ideas

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1244 Posts

amy_956107
amy_956107Registered User
shared in CS Product Ideas

Schedule recurring monthly outreach for "Last Day of Month"Implemented

It would be beneficial to be able to schedule a recurring outreach on the "Last Day of the Month" in Copilot. Since each month has a different number of days, a month-end email cannot be easily scheduled using the existing options based on numeric day of the month (my assumption being that choosing 31st would skip months with 28, 30 days) or weekday (last Monday of the month could be up to a week before month-end).

1
gaurav_kotak
Shoshin
5 years ago
jeff_waldman
jeff_waldmanRegistered User
shared in CS Product Ideas

relationship 360 exportImplemented

Would like to have the ability to create a relationship 360 export similiar to Customer level that exits.  All of our data is stored at relationship level, and critical to be able to do so. 

1
karl_rumelhart
Gainsight Employee: ACE
5 years ago
nikka_mathur
nikka_mathurRegistered User
shared in CS Product Ideas

ANNOUNCEMENT: CoPilot Best Practice webinar recording now availableImplemented

We kicked off our Customer Success Weekly Webinar series with a session on CoPilot Best Practices this morning. If you missed it, you can watch the recording [url=https://vimeo.com/134870036]here[/url].  Don't forget to read through the list of [url=https://support.gainsight.com/hc/en-us/articles/206305208--Gainsight-on-Gainsight-weekly-webinars-hosted-by-our-Customer-Success-Team]upcoming webinars and register here[/url]!

0
nikka_mathur
6 years ago
A
Gainsight Employee: Veteran Rookie
anton_vinnyGainsight Employee: Veteran Rookie
shared in CS Product Ideas

[CISCO ENHANCEMENT REQUEST] Ability to assign "NULL" value to fields in Rules Engine/Business LogicImplemented

The current Rules Engine does not allow you to null out a field value in a Load action; we are having to create dummy fields called "NULL" and explicitly map that NULL attribute to a target attribute, resulting in a lot of garbage fields

2
A
Gainsight Employee: Veteran Rookie
4 years ago
anthony_sabato_be321d
anthony_sabato_be321dRegistered User
shared in CS Product Ideas

Scorecards - Detailed view as defaultImplemented

On the C360 Page, it would be ideal for us Admins to set the default scorecard view. I'd rather use the Detail view than the Historical View. In the past this was the opposite but as requirements change, I realize this would be helpful to set it the same for all regardless of which one we want to use when training new users.

1
abhishek_sivaraman
Veteran Rookie
5 years ago
sai_ram
Grand Slammer
sai_ramGrand Slammer
shared in CS Product Ideas

Ability to restrict read/edit permissions for Relationships on the same customerImplemented

Ability to restrict read/edit permissions for Relationships on the same customer

1
minh_phan
Gainsight Employee: Veteran Rookie
4 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Ability to Set "Milestone Enabled" field on Call to Action Object AutomaticallyImplemented

Customer is trying to use a rule to set the "Milestone Enabled" field to "True". I know there is a limitation in which you cant load to GS objects using rules engine and that would be our preferred way of setting this automatically. 

2
H
Gainsight Employee: Rookie
4 years ago
reggie_yu_gazmen
Shoshin
reggie_yu_gazmenShoshin
shared in CS Product Ideas

Cockpit/List Adavance FilterImplemented

Can we create an enhancement in the Cockpit/List Advanced filter where you have the option to save the parameters that you’ve set so you don’t have to re-filter again.

1
manu_mittal
Gainsight Employee: ACE
5 years ago
logan_t
Shoshin
logan_tShoshin
shared in CS Product Ideas

Closing Relationship CTAs With the Rules EngineImplemented

At this time, the Rules Engine will not allow users to close Relationship CTAs that meet certain criteria, in the same way that we can close Account CTAs.  Our customers would love to be able to schedule CTA deletion rules in their environment. Thanks!

2
gayathri_n
5 years ago
steven_doty
steven_dotyRegistered User
shared in CS Product Ideas

Calculation Options in Rollup Section of Account HierarchyImplemented

Please add the option to roll up data as Average, Sum, Min, Max, etc. to the Hierarchy view. Our specific use case is Average Health Score for subaccounts in the Hierarchy, but there are other cases such as max # of users, max account value.

1
manu_mittal
Gainsight Employee: ACE
5 years ago
nstuyvesant
nstuyvesant
shared in CS Product Ideas

Rule Chains - need to be able to reorder and change level of rules without delete/addImplemented

As an administrator of Rule Chains, I need to be able to quickly move Rules around in the dependency hierarchy. Today, I can only do that by deleting the Rule in the Rule Chain then add it again under a different parent Rule. If the Rule I'm moving has subordinate Rules, this creates lots of work. Being able to drag and drop entire hierarchies (by way of dragging the parent Rule) would be more efficient. This could allow me to not only change the parent but move a branch of the hierarchy to a higher or lower level.

1
gayathri_n
5 years ago
steve_buccola
Gainsight Employee: Shoshin
steve_buccolaGainsight Employee: Shoshin
shared in CS Product Ideas

Create a built-in Usage and scoring metric based on Activity History and/or TasksImplemented

 Goal: Provide insight into the frequency of activity and interaction with Contacts at an account and internal team members.  Create a preconfigured rule to perform the following calculations to compose a prebuilt "Interaction" Score for each Account.  * Examine the Activities object. Count the number of Activities for each week and create a relative score for the Account.  * Offer an option to push the count of Activities into the Usage object * While not all companies will be logging their emails into SFDC, I'm sure quite a few are.  * This could be extended to Tasks - many teams do use SFDC tasks, and though there could be some false positives due to mixing in the Sales persona, it is still a nice indicator for "Touch" at an account. * The only feasible option today is to create a calculated field to come up with a monthly calculation, but obviously you won't have trend.

0
steve_buccola
Gainsight Employee: Shoshin
7 years ago
rich_vickers
rich_vickersRegistered User
shared in CS Product Ideas

Dates in Exports: A Simple Solution to a Common ProblemImplemented

I just wanted to share this with the community. When you export a report from Gainsight, Excel doesn't recognize dates properly, meaning they don't get sorted properly. You can force Excel to see the cell as a date if you click into the cell and hit enter, but what if you have thousands of rows? Luckily, there's an easy way to fix this problem: 1) Highlight the column you want to fix 2) Click the 'Text To Columns' button on the Data Ribbon (see screenshot [url=https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/doc-stop-text-to-column-5.png]Here[/url] ) 3) Select Delimited option, then click Next 4) Make sure no checkboxes are selected, then click Next 5) Select the Date option for Column data format, then click finish Viola, your selected cells are now seen as dates by Excel! Hope that tip saves some time for you guys.

0
rich_vickers
5 years ago
rish_singh
rish_singhRegistered User
shared in CS Product Ideas

timeline log action reminderImplemented

We started using the Gainsight Timeline feature last week, and it’s super. We are heavy Activity log users in Salesforce, and this nice, clean, saveable interface for taking all those notes works well. Thanks very much. The only thing that’s missing is that when we Log an Activity screen in Salesforce there was the option at the bottom of the screen to, at the same time, log an Action reminder for yourself, and give it a due date, etc. Would it be possible to do this, or anything like this, directly from the Timeline note logging feature? Thanks!

2
manu_mittal
Gainsight Employee: ACE
5 years ago
dstokowski
Gainsight Employee: ACE
dstokowskiGainsight Employee: ACE
shared in CS Product Ideas

Survey Comments: make them easier to read and accessImplemented

Today, there are lots of clicks to consume the comments data from surveys (outside of the NPS feed that shows the NPS comments in one feed).  Often, this can be some of the most valuable input from surveys.  Need an easier way to see the comment details on a specific customer or a specific survey.

1
abhishek_sivaraman
Veteran Rookie
4 years ago
amy_956107
amy_956107Registered User
shared in CS Product Ideas

Ability to schedule recurring copilot emails on first or last 'weekday' of a monthImplemented

Since the first or last day of the month can fall on a weekend.

1
gaurav_kotak
Shoshin
5 years ago
jame_ervin
jame_ervinRegistered User
shared in CS Product Ideas

Report Folders in the Dashboard Report ChooserImplemented

While it is a good improvement to have report folders in the report repository, these folders are not available in the dashboard view.  As we have dozens of reports on the same object, it is hard to remember which one has the data we want.  It would be helpful if switching to a folder view, inheriting the folder structure in the repository, in addition to the object view in order to find the reports you want.

2
cmultanen
Champion
3 years ago
leanne
MVP
leanneMVP
shared in CS Product Ideas

Quick link from reports to Relationships, like AccountsImplemented

I'd like to be able to click directly from a report containing relationship information to that relationship, similar to how I can click to an account name directly.  

2
azhar_uddin
Shoshin
5 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rules Engine: Include Account ID in all tabs of Rule Execution logsImplemented

It's difficult when you're testing/troubleshooting to correlate the action results from the rule execution log, especially when there are duplicate customer names, etc.   Unless there is a setting I've overlooked - would be helpful to have the ID mapped to each line in each action tab for faster mapping. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180510-80822-n6cjgr-Screen_Shot_2018-05-10_at_7-45-03_AM_inline.png[/img] [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/15150-17b08id_inline.png[/img]

1
jitin_mehndiratta
Shoshin
4 years ago
zach_davis
Shoshin
zach_davisShoshin
shared in CS Product Ideas

Timeline Search FieldsImplemented

Can anyone confirm what fields the Timeline Search box is searching? Is it both subject and body, or just body? I could not find this information in any documentation. Thanks!

5
R
Veteran Rookie
1 year ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

[Request] Ability to migrate "Load to Success Plan" rules via X org migration utility.Implemented

I know that we can migrate bionic rules via X org migration utility but currently we cannot migrate success plan rules via this utility. So, is there any future plan to include this ability?

1
sai_ram
Grand Slammer
3 years ago
john
johnRegistered User
shared in CS Product Ideas

It would be great if you could divide data by Manager on reports without actually typing out each emImplemented

It would be great if you could divide data by Manager on reports without actually typing out each employees name

1
heather_hansen
ACE
6 years ago
brrrriceman
brrrricemanRegistered User
shared in CS Product Ideas

Exporting Scorecard Results with Filters AppliedImplemented

When viewing a scorecard, I am constantly filtering the full list of clients based on the attribute showing on the scorecard (ie- usage scores above/below a certain amount, contract value above/below certain amount, etc) to get a specific set of clients that all have the same attributes. Sometimes I want to export this list, but when I click the export button, it doesn't apply the filters I had just set, it exports the full list- which isn't ideal.

0
brrrriceman
6 years ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

C360 LayoutsImplemented

Would be great if you could assign the layout and configure it in the same location instead of having to go to two places.

1
abhishek_sivaraman
Veteran Rookie
5 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
shared in CS Product Ideas

Patch Release Notes: 5.3.5 and 5.3.6Implemented

Click here to view the cumulative [url=https://support.gainsight.com/hc/en-us/articles/231244088]patch release notes[/url] for the 5.3.x version of Gainsight.

0
lila_meyer
Gainsight Employee: Grand Slammer
5 years ago

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