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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

jim_barkerShoshin

shared in CS Product Ideas

Success Plan, CTA, and Timeline - Update RulesResponse from Customer

We have many, many customers who have needs to update these very critical objects: (1) CTA; (2) Success Plans; (3) Timeline from a bionic rule and there is limited/no ability to do so. Please make this available. The needs arise when you build out processes and need to trigger changes due to other updates. Rules does a great job of finding what the update should be, but there is no ability for this.

spencer_engelMVP

shared in CS Product Ideas

Make it possible to see when rules were run historicallyResponse from Customer

I've searched far and wide, and right now it appears that there is no visibility to see when we run rules historically (unless I'm missing some mysterious part of the Rules Engine).  It would be nice to be able to go into the Execution History section of a rule and not only see when the rule was run (which is available right now of course), but also what date it was run from.  My use case is that I'm running a weekly rule chain historically for the past 8 weeks, so I've run the rule chain eight times, with the run date being each Saturday going back to mid-January. However, the Execution history only shows today's date. I have no visibility into the actual run date. Thanks.

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]

shared in CS Product Ideas

Rules Engine: Allow rules in a Rule Chain to run historicallyResponse from Customer

It is kinda painful to have to remove rules from a rule chain if you need to run them historically (to repopulate or clean up erroneous data).  We need the ability to run rule chain rules historically without removing them from the Rule Chain, editing the schedule, waiting for them to all complete, then adding back to a Rule Chain.

peleVeteran Rookie

shared in CS Product Ideas

Idea: Allow for custom mapping of Lookup IDs from 360 Layouts > Section/Embed PageResponse from Customer

Perhaps this is possible and I'm just trying the wrong method, but... Our Salesforce instance uses Parent/Child accounts pretty heavily, and we've been running into occasions where multiple opportunities will be concurrently open for different children of the same parent account. And today, our CSMs and AEs have no easy way to see concurrently open opps across an account heirarchy. I thought I had a crafty solution, but ran into a limitation in setting up C360 views. My idea: I added an "Ultimate Parent" account lookup to our Account object in Salesforce– this way If I created a report on Opportunites and traversed up a level to the Account object, I could include a common account lookup across any given company's account heirarchy. What I thought I'd be able to do is create a report and map the object (alothough in this case I created a data space) in 360 Layouts to say show report rows where "Ultimate Parent ID on Account = Ultimate Parent ID i

atayGainsight Community new member

shared in CS Product Ideas

Attaching older tasks from Timeline to newly created CTAsResponse from Customer

There are cases where tasks are recorded before the CTA. It would be great if we are able to attach older tasks previously lodged on Timeline to be attached to newly created CTAs.

anthonysabatoVeteran Rookie

shared in CS Product Ideas

Ability to Reuse Email Assist in the same taskResponse from Customer

Email assist only allows you to use an email template once in a task. What if the user needs to send another email with that template? There is no easy option. It would be helpful to have an option to duplicate the template or task. As a work around, if the task with the email template is closed, do a "replace playbook" and it will pop in again under the CTA. The issue is it would copy any tasks that are not closed. I've tried to see if it was possible to re-open the task to do this but that does not work. If you ‘Edit Task’ and change the Status back to “Open”, here you get ‘Validate Email’ but trying to send the email will just hang your browser. (btw just changing the status not using the edit method doesn't give you validate email again.)

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]

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.

shared in CS Product Ideas

Does anyone know if there is a way to report out on Bionic Rules?Response from Customer

This [url=https://community.gainsight.com/gainsight/topics/is-there-a-way-to-report-on-the-rules-in-the-rules-engine]older question[/url] related to reporting on custom rules is flagged as "Answered" so i'm posting a new question related to reporting on [b]Bionic[/b] rules. Does anyone know if there is a way to report on Bionic rules in lieu of having the ability in Config Snapshot?

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 ??

andrew_biehleGainsight Employee: Veteran Rookie

shared in CS Product Ideas

Checkbox to ignore case auto-assignment rules option in rules engine when creating a CTA.Response from Customer

When building a rule to create a CTA it would be great to have a checkbox option that will tell rules to ignore case reassignment rules so CTA's aren't reassigned to the wrong user or queues. Maybe somewhere during the setup action: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180521-14104-xz16pb-Image_2018-05-21_at_10-56-14_AM_inline.png[/img]

shiv_kumar_katiyarGainsight Employee: Team Captain

shared in CS Product Ideas

[Enhancement Request]Show a notification when a mapping is not displayed because of limited permissiResponse from Customer

Opening this thread for the Customer to track the progress on this request - When a user who doesn't have permission on a field opens the rule action screen, the corresponding mapping is not displayed. And now if he saves it that way, the mapping will be removed from the rule action. This has caused issues across multiple customers. Can we have some message displayed when we are not displaying a particular mapping so that the user doesn't end up corrupting the rule.

andrew_biehleGainsight Employee: Veteran Rookie

shared in CS Product Ideas

Cockpit filter based on Contacts attached to CTA's.Response from Customer

Posting on behalf of customer. Currenlty on the cockpit you can only create a fitler based on information from the Account, Customer Info, Call to Action, or Relationship objects. The Contacts associated to a CTA are stored on the AssociatedRecord object and it might be nice to filter CTA's based on that information. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Image20190612at1-33-18PM-77c04b93-9ad6-436a-b691-032464b450e8-45952021.png[/img]

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

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.

martina_mlynskaGainsight Community new member

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.

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] )

lucianlutaGainsight Rookie

shared in CS Product Ideas

Filtering and Sorting on Survey 2.0Response from Customer

Hey, I think it would be useful to be able to sort/filter on all records on Survey 2.0. As of now, it only works for the records on the first page. Thanks, Lucian

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.

shared in CS Product Ideas

Migrate history of same measure shared between scorecardsResponse from Customer

If I have a single Measure associated with a Measure Group that lives in two different scorecards, and the account moves from Scorecard A to Scorecard B, it would be great if the history would carry over with it. Use Case: A manual sentiment score that CSMs manage

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?

roja_kodeGainsight Employee: Veteran Rookie

shared in CS Product Ideas

Connector 2.0 - Bulk API - Enhance Log informationResponse from Customer

Bulk API (Connector 2.0) logs doesn't show which data load operation it's performing like we have in data log api. Does it make sense to show in logs without going to job mapping?

TippiWilsonGainsight Community new member

shared in CS Product Ideas

Links to previous exportsResponse from Customer

It would be great to see logs/history of exports from the admin tab or have a link to download that particular export pop up when it is available. I have trouble with my export emails hitting my inbox (or even my spam filter) and I have no way of going back to find the export. It would be nice to be able to go back in and find the link to the .csv from somewhere within the app in case my emails are being blocked.

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

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