CS Product Ideas
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Dependent picklist in filters in dashboards are currently not supported. An example for this is, if we could show only the list of countries in Filter B, based on the region of selection (APAC, EMEA, etc.,) in Filter A, the user could select the country from the list countries based on the region in Filter B.
With the present data types available in Gainsight we can't access the HH:MM: SS format of the data.Usecase: While bringing Time duration data into S3 bucket from an external source we are mapping it as a type String because of the format. Now the usecase is to perform aggregation on the Time duration i.e AVG Time spent.
Problem Description:Cannot have the exact same name CTA reason made available for more than one (but not for all) CTA Types.Example: I want “Mergers & Acquisitions” to be added as a Reason for 3 out of 5 CTA Types. Currently this is not possible because I will need to add that to each of the 3 individual CTA Types, but this does not allow me to add the exact same reason. So, I have to do this as a workaround:Add a Reason for CTA 1 = Mergers & AcquisitionsAdd a Reason for CTA 2 = Merger & AcquisitionAdd a Reason for CTA 3 = M&A Requirement:When we add CTA reasons under the “CTA Type: All”, it should list those CTA Reason and make them available for all particular CTA’s. When a CTA is selected in the “CTA Type” drop-down under the Cockpit Configurations, the one’s added under All should also be listed along with their specific Reasons.These CTA reasons should be by default activated for all CTA Types, however, an admin should be allowed to either keep those CTA reasons Ac
Add 'remember me' option for Gainsight loginAcknowledged
I want to see this page less :DI really don’t like seeing this page every day when I try to navigate to our Gainsight instance and having to: click the field, enter my email, press login, and choose my Google SSO account. That’s 4 additional clicks just to get into Gainsight! If I use Gainsight every working day, that’s 20 clicks a week, which is roughly 1040 clicks a year :O (I don’t use Gainsight during holidays but you get the idea).I would love to see a ‘Remember me’ option that kept me logged in for 30 days.
CTA detail view for linked objects- respecting record type limitations on picklist (and other places)Acknowledged
This is going to be a doozy, but we need to come up with a way to respect the picklist values when its reading data from a specific record. Within SFDC, the only way you can restrict picklist values is through Record Types (Opportunity, Case, Account, etc). When our customers set up these restrictions, it is often because they are working with a legacy system. It could also be that they have to manage multiple types of engagements for different teams but want a unified reporting system. This idea is focused on the CTA Detail View for when we add a linked object record to that CTA (although it could apply to other parts of the product). Today, when a customer pulls that linked record into the CTA, say an Opportunity record, and displays field level information, say Stage, it is going to show the entire picklist set of options that SFDC has. However, if the user was on the actual record in native SFDC, they would only see the allowed picklist options. Whil
Email Log and Email Raw Events Need a Unique IDAcknowledged
It is very difficult to identify an unique record in the Email Log and Email Raw Events objects. They do not have the standard GSID, GS Created Date, GS Last Modified Date, or GS Creator User. We are trying to export this data to our BI tool and want to upsert on a specific identifier field. With Email Logs, not having a last modified date makes it very difficult to use a date as qualifier so that we do not have to resend the full dataset. Additionally for reporting in GS, we cannot easily filter bc all the dates are split into their own columns For Email Raw Events, each record is unique yet it does not have a GSID. So I have to try to combine many columns in a concatenation but that gets very messy.
We would love to be able to add different summary sections within the 360, the attributes work great for some relaying of information, but the widget/box layout of the summary section is able to relay information in a different way and show it’s importance, it would also visually break up the 360 if we could combine both (along with the other widget options) which enables to include more information without the viewer being data-blinded. It would also be great if we could choose whether to have the right hand box or not included, so we could just elect to have the 3 x 2 boxes (or 4 x 2 boxes in lieu of that space)
Set Gauge Funnel Conditional Coloring by PercentAcknowledged
Super excited to see that the Gauge widget is live in Horizon Analytics now!A great future enhancement would be the ability to set the conditional colors as a % of the Max Value you set (your target goal), as an additional option to what it currently is, where you have to set specific value thresholds for color changes.
Currently, the configuration for Associated Records for Timeline entries has a limited field set you can pick from when searching for and displaying the associated records of a given timeline entry. If you want to show the company name or CTA status, you only have the option for selecting ID fields: The problem with this, is that when you hover over the record you associated your timeline entry with, all you see are the IDs. Note that while Owner shows here as a text field it displays as an ID below: The ask here is allow the same level of granularity on fields you can select honoring lookups like you would expect with selecting fields in say, a report. Not a groomed list of fields that don’t really provide any benefit. If I’m just doing it wrong, please let me know. At time of writing the support page on how to configure this feature is not live. edit: I am testing in a sandbox
Hi, When ingesting large data sets into Gainsight, the docs recommend we set up the `create` stage in Snowflake so Gainsight can render large data sets all at once. Could there be a flag or some other form of notification within Gainsight for the Snowflake connector to highlight if and when the `create` stage schema is enabled so it is clear to the GS admin? There have been times when it got toggled on/off in Snowflake and we had to loop in GS Support to triage, only to discover that we needed our own team to make a change. Furthermore, this somehow resolves a bug with highly infrequent duplicate rows of data. I don’t know why or what causes this, but this should also be examined.
Table Formatting in Journey OrchestratorAcknowledged
We’d like to be able to include tables in our Journey Orchestrator emails that are formatted approrpriately, e.g. dollar signs and commas are important formatting details that are not included in tables now when we send these emails and it makes them very hard to read.
Removing Auto "0" Response on Inline SurveyAcknowledged
When sending an inline NPS survey, a “0” was marked as the response even though the user never answered the survey question. Is there a way to remove the score or prevent the server from automatically selecting “0” as response? Or is there a way to check if the response is from the user or was automatically done?
While Navigating in Gainsight SFDC, the Administration-> Communication-> Surveys leads to Survey 1.0 where we need to click on a button for navigating to Survey 2.0. Customer has requested that the Administration-> Communication-> Surveys should directly route to Survey 2.0. Customer’s update:I understand what you are saying, but the Admin menu item is still broken. That would be the normal way most people would instinctively access the Survey tool. It is a defect in the software and should be fixed.Most Salesforce users have several application tabs already and Gainsight is but one tool Salesforce customers may use. Gainsight can be one of the application tabs, but Gainsight should not require several different application tabs in Salesforce to utilize the Gainsight tools.Please submit this issue as a defect/enhancement to Gainsight product management or engineering teams.
Horizon Analytics - Inline Date FilterAcknowledged
The new Horizon Analytics report inline date filters only allow for an operator and an exact date to be selected. (eg: Greater Than 7/31/2021) The old reports allowed you to easily filter reports by entering a month OR day OR year and see all results for the corresponding period. For example, I could provide a list view of all renewal opportunities and CSRs could easily filter the report by entering a Month number to see all renewals due in that particular month. Now, only a specific DATE can be selected.
Average NPS By CustomerAcknowledged
Hi there!My org launched the Annual 2020 Client Satisfaction Survey and we have been tracking the average NPS by client.In the past, we have sent CSAT surveys to multiple individuals within a customer and were able to view the customer average NPS in NPS 1.0. I noticed since migrating to Survey 2.0 and NPS 2.0 the option of viewing the average NPS at the customer level is not available. The only option is to view the NPS at the respondent-level and we have to separately calculate the customer average NPS. The absence of this feature was observed by senior management and we want to understand why this particular feature was removed from NPS 2.0. Moreover, can this feature be added to NPS 2.0?@spencer_engel Thanks,Jasmine
We have a use case for training where our trainers would like to provide a link to the survey at the end of training, as well as us send it automatically via JO. If we send via JO, it would be great to capture the name and company information, but we want to send the same link via a link which requires it to be anonymous. It would be great to be able to send a generic link out regardless even if the survey is not anonymous. This would also be helpful for CSMs to be able to send links to their customers for various things
When setting a filter, the search/typing box has text indicating you can search with just 2 characters.In order to successfully search with just 2 characters you must press “ENTER” after typing your 2 characters. When you type 2 characters the display text is "No items found" not "Press ENTER to search" - this is not intuitive functionality. When you type 3 characters the search works as expected. Propose updating 2 character searching to not need you to press “ENTER” or update the help text to say search with 3 characters.
When manually creating CTAs and setting the due date, the date picker widget in the CTA sets the due date to -1 of the day you choose. For example, if you click 9/3/2021 in the date picker, the CTA will populate 9/2/2021 as the due date. If you choose 8/16/2021, it sets it to 8/15/2021. If you set it to 8/4/2021, it sets it to 8/3/2021….
When you create a timeline entry from an objective CTA from cockpit and then you look at it in the C360 timeline/global timeline, it has “CTA” tagged next to it.However, when you create a timeline entry from the same objective within the success plan section of C360 and then you look at the timeline entry in timeline/global timeline, it gets tagged “Success Plan” and mentions which plan. Seeing as objective CTAs are reserved for success plans, this request is to have both ways behave the same, showing the success plan tag and name. Also, we should show all related objective TL posts on the success plan TL
Please make Time Zone option in the Data Designer wider and also support "Hover Over" for ease of useAcknowledged
In Data Designer > Configure, the TimeZone field is not wide enough. Time Zone names are cutoff, and "Hover Over" is either not supported or not working, so the user cannot differentiate between the options based on the visible part of the name.Today, one must guess, then over whatever option was selected to learn if you guessed correctly.Screenshot for illustration
Ability to Link Timeline ActivitiesAcknowledged
Users can create Timeline Activities through an Objective CTA, but if they create an activity in a C360 page or on the global Timeline tab, they aren't able to link them to an objective. It would be nice to be able to link a timeline entry to an Objective if the entry was created outside of the Objective CTA. Currently users have to re-create the entry if they want to move the entry from the C360/global Timeline tab and associate it with an Objective CTA.
Customer has added a RTF field to sections in the C360. When you look at this we only see 5 lines of text and need to scroll down to see the rest of the text. Customer is wondering if it is possible to show everything and not had to scroll. The ideal experience is that the field expands to the size of the text, like it does in other instances like success plans and timeline comments.
I would like the option to select which records are moved over to the master when merging company records, main one being Person records, but can see it being useful for any. So rather than just merging everything by default give us the option to select which is e.g CTA’s, Success Plan, Timeline Activities etc etc
Ability to push a task from a timeline entry to an already created CTA instead of creating an entirely new CTA every timeAcknowledged
Today, when creating a task from a timeline entry it creates a new CTA for that group of tasks on that timeline entry. It would be nice to be able to associate your tasks with CTAs I have already created. So when taking notes from a meeting I could associate Task #1 with a business objective CTA and Task #2 with a Risk CTA and Task #3 with an opportunity CTA.
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