CS Product Ideas

Submit product suggestions

  • 246 Posts
  • 25,353 Replies

246 Posts

cameron_wright
Gainsight Employee: All Star
cameron_wrightGainsight Employee: All Star
shared in CS Product Ideas

Share timeline activity details via Share360Workaround Available

I have a customer that would like to have the ability to share timeline activity details from the Objective section in Success Plans with their customers via Shared 360. This way they can have their customers easily access information on the different events and updates that happens in their Business Objective. Currently we only have Customers, Call to action , Case, Opportunity and Project tabs shown.

4
cameron_wright
Gainsight Employee: All Star
2 years ago
shiela_kern
Shoshin
shiela_kernShoshin
shared in CS Product Ideas

Flexibility to Aggregate Bar Chart Data into Reporting ExportsWorkaround Available

Background/Context: Executive Leadership Teams need the ability to easily manipulate and quickly export customer data for thorough ELT client review/discussion. Situation: Currently when exporting a bar chart you can only select 1 bar to export at a given time. For example in the screenshot below if a leadership team is assessing customer initiatives that are red/yellow and green, they have to click each individual bar/which groups that data, export, then consolidate all 3 data sets into 1 excel. This is extremely cumbersome.  In the example below each bar represents an ACCOUNT. It would be great to export all 5 data sets within this account (1 red) (4 yellow). Instead you must click the red section to export, then click the yellow to export and consolidate in excel. This is only for 1 customer. Doing this for every customer requires that same manipulation over again. Product Enhancement Request: Add the ability to click to select/drag multiple bars that should be exported in 1 excel. 

4
rakesh
Gainsight Employee: ACE
2 years ago
S
Shoshin
sai33335Shoshin
shared in CS Product Ideas

Group cockpit by customer name and sort by renewal date in the entire cockpitWorkaround Available

Currently, we can can do a group by All and sort by the renewal date. However, group by customer name and sort by the renewal date on the overall data which is not currently possible.

2
sai_ram
Grand Slammer
2 years ago
S
Shoshin
sai33335Shoshin
shared in CS Product Ideas

Field in Unified Scorecard fact table to identify stale scoresWorkaround Available

I am posting this on behalf of Jeffrey Kirkpatrick. Is there a flag in the Unified Scorecard Fact table that identifies scores that have gone stale?

2
jessie_brainerd
Shoshin
2 years ago
jessie_brainerd
Shoshin
jessie_brainerdShoshin
shared in CS Product Ideas

Allow for removing Collaboration tab within Success PlansWorkaround Available

Please allow for the Collaboration tab to be disabled from Success Plans, either within Gainsight, for Team View (aka Widget) views, or both. It is confusing for customers who choose not to use that functionality, or for non-Gainsight users when accessing via Team View. Thank you!

5
sai_ram
Grand Slammer
2 years ago
L
lucianlutaRegistered User
shared in CS Product Ideas

Nice to have feature: ability to pause rulesWorkaround Available

Hi, It would be nice to have the ability to pause a rule from running in order to give priority to other rules that are more important. For example if I'm working on something and I need the results right now, but a scheduled rule takes priority, I'd like to have the ability to switch their order. Thanks, Lucian

6
pavan_bandi
Gainsight Employee: Rookie
2 years ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Program, sending emails when token values are null.Workaround Available

Posting on behalf of a customer. Currently when sending out a program if you use a token in the email and it’s null it won’t send the email out. In the future it would be nice to have the ability to ignore this functionality and send the email regardless.

1
dan_ahrens
ACE
2 years ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
shared in CS Product Ideas

Why can't BCC to timeline connected to a customer rather than the contact?Workaround Available

Question from a customer: Customer contacts change all the time. If we bcc to a contact who does not exist in Salesforce, it gets rejected but why?! You have the information of the customer (easily parseable) from the email id, why not use that?An argument can be made towards sanity of contacts but there are other avenues to do that. An argument can be made towards the customer name and the email id customer name not matching but I think fuzzy logic can be applied there.What does product think?

2
meenal_shukla
Gainsight Employee: MVP
2 years ago
irit_eizips
irit_eizipsRegistered User
shared in CS Product Ideas

Ability to create a CTA when a field in SFDC changes from one value to anotherWorkaround Available

It would be very helpful to create business rules (and CTAs) when: 1) A field in SFDC is being populated (from Null to any value) 2) A field has changed from value X to value Y (for example a support case moved from P1 to "escalated to R&D")

8
aditya_marla
Shoshin
2 years ago
ankur_bhat
ankur_bhatRegistered User
shared in CS Product Ideas

Interchange stacked column values.Workaround Available

In stacked column visualisation, we cannot interchange the values on which stacking is done. Can this be implemented for stacked column and other types of visualisation?

3
dan_ahrens
ACE
2 years ago
gamal_lear_cea229
gamal_lear_cea229Registered User
shared in CS Product Ideas

Collecting NPS surveys during customer eventsWorkaround Available

We have a requirement where during customer events we want to have an tablet where people can submit NPS' and for us to then import into Gainsight (into our NPS survey). An enhancement that would make this process easier would be to allow a user to be prompted for their email address and company (with validation) and then can be provided a survey which maps back to Gainsight Survey participants. This would eliminate the need for participants to be known ahead of time and allow spontaneous surveys to be held, whilst being able to include the results with existing participants who have completed the same NPS survey master.

2
sai_ram
Grand Slammer
2 years ago
cameron_wright
Gainsight Employee: All Star
cameron_wrightGainsight Employee: All Star
shared in CS Product Ideas

Rules Engine - Call to ActionWorkaround Available

I have a customer that is seeing a specific scenario when using the Call to Action (Action) in rules engine. They have an account that is sending two (or more) records to the action step. The way it currently works, if an account meets the criteria for Action 1, it will then use that first record and discard the rest for that account. In this case they want it to work as if the first record can create the CTA and then (comments set to always update) update the comments with the second record information per the setup. Right now it just sees the first record and moves on from there.

7
darkknight
ACE
2 years ago
prashant_pareek
prashant_pareekRegistered User
shared in CS Product Ideas

Halt the weekly Scorecard snapshot job for churned accountsWorkaround Available

Is their any way to stop the scorecard snapshot job from taking a weekly\ monthly snapshot for churned accounts ? It would be helpful in retaining the point in time score for churned accounts , although we can exclude the churned accounts in habits report but that skews the results for past period when the accounts were active.

2
H
Shoshin
2 years ago
joe_difilippo
joe_difilippoRegistered User
shared in CS Product Ideas

Ability to export Success Plans via excelWorkaround Available

Submitting a feature request to export Success Plans via Excel on behalf of my team: Business case: CSMs will like a way to share the details of the plan without showing completed tasks, maybe edit what is shared with a customer, share internally only relevant tasks or objectives with say Support….etc

2
sai_ram
Grand Slammer
2 years ago
J
Shoshin
jpmehlhaffShoshin
shared in CS Product Ideas

Ability to tag users on CTAWorkaround Available

[b]Use Case: [/b]When a manager is reviewing overdue CTAs on their manager dashboard, she would like an easy way to tag the CTA owner to complete the CTA. There is also a potential use case for collaboration when execuitng on the CTA. [b]Impact[/b]: One way to drive adoption of the system is from the tops down. When a manager finally has time to review operational reports such as overdue CTAs, it is cumbersome to then ping each rep individually to make sure that CTAs are closed out. A quick tag in the CTA comments would save a lot of time and make managing adoption much smoother. One workaround is to add an internal note timeline activity that can be logged within the CTA UI. Since this adds a timeline activity to Timeline with a link to CTA, it should work, but this adds clutter to Timeline for one off notiifcations.

1
dan_ahrens
ACE
2 years ago
kcsp
Veteran Rookie
kcsp
shared in CS Product Ideas

Currency Field Type in Timeline Activity Field OptionsWorkaround Available

We are looking at using Timeline to allow CSMs to capture revenue forecast figures. Currently Currency is not a field type that is available. This would need to be a Currency field so that it could be summed in reporting.

3
dan_ahrens
ACE
2 years ago
carolyn_dibuono
Shoshin
carolyn_dibuonoShoshin
shared in CS Product Ideas

Ability to send single email to multiple contacts at one account through JO/OutreachesWorkaround Available

I'd love the ability to send a single email to multiple customer contacts through JO. Use case: a Welcome email needs to get sent to multiple contacts at the customer account to schedule a kickoff. Right now, each contact at that account will receive a different email asking to schedule time for the kickoff, which makes scheduling difficult. Additionally, the customer is then unaware of who else received the email. If there was an option to send a single email to all the contacts at an account like you can through Email Assist, that would be ideal!

3
dan_ahrens
ACE
2 years ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Ability to override overall score and add a comment to overall score with scorecard 2.0Workaround Available

This is not about the exception logic! Scorecard 2.0 is great but when the rollup feature is selected you are no longer able to use a rule to write a comment to the overall score comment section. We are also unable to use a rule to override the entire score by looking at an account attribute (we do not want to add another measure to the scorecard). 

7
dan_ahrens
ACE
2 years ago
cameron_wright
Gainsight Employee: All Star
cameron_wrightGainsight Employee: All Star
shared in CS Product Ideas

Sally - Access Request NotificationWorkaround Available

Currently whoever authorizes Sally is the one that gets emailed when a user requests access. I think it would be beneficial to be able to authorize more than 1 user to get these notifications incase the user that authorized is out of office. Another example would be when multiple admins are managing an instance.

1
shantan_reddy
Shoshin
2 years ago
megan_germann
megan_germannRegistered User
shared in CS Product Ideas

Survey lengthWorkaround Available

We should easily have the ability to see survey length by respondent, as well as overall average for a survey/program. Can we add this in?

3
sai_ram
Grand Slammer
2 years ago
hardik_mota
Gainsight Employee: Champion
hardik_motaGainsight Employee: Champion
shared in CS Product Ideas

Integration of DataWorkaround Available

Hi Team, I've a client who is looking option of having a direct integration with customer? This mean having a new integration with as a partner in order to enable mutual customers to work with us and get from Gainsight their tracking coonversions. Best, Hardik

2
hardik_mota
Gainsight Employee: Champion
3 years ago
chris_mudd
Veteran Rookie
chris_muddVeteran Rookie
shared in CS Product Ideas

Multiple Recipients Data Anomalies NotificationWorkaround Available

Currently you are only able to have on person received the data anomalies notifcation email. It would be beneficial to have more than one user receive this, incase one admin is out of office.

1
dan_ahrens
ACE
3 years ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

Unable to edit Mass edit logicWorkaround Available

Can we have CTA Mass edit report logic editable? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Masseditlogic-ea5d5b77-91d1-4ec3-90a2-322b71d6d35e-110333499.png[/img]

1
olavo_zapata
3 years ago
dan_ahrens
ACE
dan_ahrensACE
shared in CS Product Ideas

Global replace for email addresses in rule execution settingsWorkaround Available

I have a customer who just had their Gainsight admin depart and a new admin take over. The previous admin had configured many rules to send email notifications based on rule completion or failure: [url=https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Scheduling_Rules]https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Scheduling_Rule...[/url] In order to ensure the new admin is receiving the email notifications, they have to manually edit each rule one at a time. This is time consuming and increases risk of making a mistake. Have there been any considerations to allow a global replace in cases where a user is no longer with the company or a new admin needs to receive these emails? Or perhaps a profile based method for adding new users or removing users from an admin email group?

2
jitin_mehndiratta
Shoshin
3 years ago
candacemarie_mitcham
candacemarie_mitchamRegistered User
shared in CS Product Ideas

CTA Assignment AlertWorkaround Available

Feature Enhancement Request:  CTA Assignment Alert - When I manually assign, or have built a playbook with assignments to others and it is initiated, I would like the assignee to receive a notification that a new CTA has been assigned to them; either a pop up or email, or both.

8
dan_ahrens
ACE
3 years ago

Check out our upcoming events

Terms & ConditionsCookie settings