CS Product Ideas

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6067 Posts

spencer_engel
Olympian
spencer_engelOlympian
shared in CS Product Ideas

Make Rule Chain Administration More FriendlyUnder Consideration

I appreciate the new UI in the Rules Engine, but it feels like we’ve taken a step backward in some ways.  Two examples, specifically regarding Rule Chains: I used to rely quite a bit on being able to preview rules from the Rule Chain view. I can no longer do that with this new UI, which means I have to go back to my Rules list and search around for the rule(s) in question that I simply want to either preview or edit straight from the Rules Chain page. This results in extra clicks and tabs. I recently had to go in and remove a few outdated rules from a Rule Chain. I wanted to deactivate the rules as well, but I can’t do that from the Rule Chain menu. I also can’t deactivate a rule from the Rules List without removing it from the Rule Chain first. So either way, I’m having to click on both tabs, find the rule in question in both places, and do the necessary task. Why not just let me take care of both things (removing the rule from the rule chain and deactivating it) in one place?

18
anthonysabato
Veteran Rookie
3 months ago
T
Shoshin
tim.forstenhaeuslerShoshin
shared in CS Product Ideas

Inline adding of screenshots in Timeline ActivitiesUnder Consideration

Hey there!   A colleague of mine had the idea, that it would be amazing to be able to add screenshots in line while creating a timeline activity. This would be amazing to establish a connection between text and images, so it would be crystal clear which screenshot goes with which paragraph of the text. Cheer! Tim

17
soumitrasahu
Shoshin
4 months ago
joe_lott
joe_lottRegistered User
shared in CS Product Ideas

Adding a CTA by emailUnder Consideration

Hey Gainsight, I'm still getting used to the product and couldn't find this in the support page...but is there any way to create a CTA via an email?  My company is heavily rooted in outlook and we get direct emails from our client base on frequent basis, being able to shoot an email to a gainsight email address like with Salesforce Chatter would be incredibly useful. Thanks in advance!

17
anirbandutta
1 month ago
angela_domenichelli
Champion
angela_domenichelliChampion
shared in CS Product Ideas

Gainsight Home feedbackUnder Consideration

Blockers to using:Cannot re-label global filters.  Since we use lookups, each filter would be labeled GSID Different Home experiences for different personas (similar to c360 assignment layouts) Activity type when using a scorecard object defaults to Update, but should default to Health Score UpdateNice to haves:Ability to lock global filters - for example, managed as Customer Widgets should be clickable in Summary Difficult to re-order (screen share might be needed) Cannot create filters on non-Company objects - for example, Timeline author or CTA owner

17
rakesh
Gainsight Employee: ACE
3 months ago
jen_pakravan
Shoshin
jen_pakravanShoshin
shared in CS Product Ideas

Allow Timeline Activities to be ClonedAcknowledged

Right now, CSMs have to add a lot of the same information into Timeline Activities when they're creating them for the same account. A lot of them have requested that they be cloneable and then editable (similar to the functionality for rules).

17
anirbandutta
4 months ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Edit & Save a Whole Success Plan SectionImplemented

Back in SFDC edition, we had the ability to edit a section of a Success Plan and hit save only once. Now in NXT, our users are being forced to save each field they edit, resulting in far too many extra clicks. Below is the message and screenshot from one of our end users explaining the request:“in the future is there any way we could get the ability to edit all of these at once? Like still have to check off each one, but instead of clicking the edit and save button plus check it off for every one, we just click one edit button and one save button. Right now I am completing 27-20 clicks to check off 9-10 items.”  End Proctoring- 

17
andreammelde
Golden Ruler
2 months ago
tim_anderson
tim_andersonRegistered User
shared in CS Product Ideas

CTA Due Date should reflect due date of next open Task in PlaybookImplemented

For CTAs with Playbooks, the CTA due date defaults to the due date of the last Task in the Playbook series.  It would be helpful if the CTA Due Date could reflect the next Task due in the series of Tasks.   If Cockpit is sorted by Due Date, end-users can essentially now see their list of Tasks in chronological order vs having to expand the Tasks and filter through them to see which ones are coming due.

17
amanda_kamich
4 years ago
dave_wu_74b11e
Gainsight Employee: Veteran Rookie
dave_wu_74b11eGainsight Employee: Veteran Rookie
shared in CS Product Ideas

CTA for Activities not related to an AccountNo Status

Currently, a CTA must be linked to an account. However, there are certain use cases where it would be nice to have a CTA for CSMs that are not account specific - e.g. internal activities. A sample use case is a CTA/Playbook for New Hires. Current workaround is to create an "Internal Account" where these types of CTAs can be assigned to, but it would be nice to have another more fluid option.

17
S
Shoshin
1 month ago
keith_mattes
Champion
keith_mattesChampion
shared in CS Product Ideas

Admin QOL: Full Dependency ReportUnder Consideration

When working in Data Management and attempting to obliterate an improper or vestigial field it would be nice to have a FULL dependency report to help admins locate every spot they need to modify in order to remove the field.Currently, this only works for one selection at a time and each time you want to investigate where a dependency is, you need to re-input the Field in the top right drop down.BONUS POINTS: We have an automatic dependency interface/report that allows us to selectively remove a field from multiple areas at once or “Remove all” so the Admin doesn’t have to go to every item (similar to company merge/show all fields). (yes this is very complex)

17
bradleymcg
Grand Slammer
2 months ago
jeffrey_coleman
Champion
jeffrey_colemanChampion
shared in CS Product Ideas

Rules engine update ideas: Post to Chatter and ConcatenatePartially Fixed

I've been building new rules to automatically provision accounts in Gainsight.The "Load to SFDC Object" action is really very useful! But in doing that I've figured out 2 places where it's falling short: 1) I want to be able to build up a text string. Just like I do in the comments of CTA, I need to build up a string for a description or title. Right now I can only use a field I was able to get into the query. So back under Setup Rule, I'd love to be able to bring together multiple fields and static text to create a field I could then make use of. 2) I want to post to Chatter. In this particular instance, I'd like to post an update to the case I just created for the onboarding team. Ideally after creating a new record, the new record ID would be appended as an additional column in the results set. Then I could use that in the following action and post to that record's Chatter feed. Both of these are easily achieved using Flows, but I'd love to keep all the logic in one place!

17
jitin_mehndiratta
Shoshin
4 years ago
seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
shared in CS Product Ideas

Template updates for 'Email Assist'Under Consideration

When using 'Email Assist', if I edit the email template, and then add a new CTA using the Playbook that includes that email template, then the changes I made to the template are not represented. I need to go to the Playbook, delete the Email Task, add a new Email Task using the same email template (which has now been edited), and then set all of the Tokens yet again. In addition, I would need to find all the currently existing CTAs and replace their Playbooks so that they pick up the new template. My preferred use case would be that, as soon as I edit the template, it would be used immediately for any Email Tasks that are previewed/drafted after that point. Not sure if this is a bug or a feature request, but filing it under 'Problem'!

17
ssamarth
Gainsight Employee: Rookie
18 days ago
michelle_kim_b3975a
michelle_kim_b3975aRegistered User
shared in CS Product Ideas

Non-admin users should have access to build, view, and edit reportsPlanned

Similar to SFDC, users should be able to create reports ad-hoc and view existing reports. I'd also want to view reports WITHOUT having to include them in dashboards / 360. "Reports" should be a standalone top nav menu.

17
rakesh
Gainsight Employee: ACE
1 year ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

CoPilot Follow Up feature pull from the same object of the original PowerListUnder Consideration

When I create a follow up powerlist from a CoPilot the follow up list pulls from a completely separate object than what my original powerlist was created from. The reason why I create a powerlist on different objects is to use TAGs to send the emails from those employees and in the signature line. Because the follow up powerlist is on a totally different object I no longer have access to sending a similar template from the same employee to the customer. I am only able to send from the customer or account itself which makes not sense. Doesn't make sense as a customer to get an email from myself to take a survey for a company. 

17
scott_superko
5 years ago
kelly
All Star
kellyAll Star
shared in CS Product Ideas

Queries as Exclusion ListAcknowledged

If Journey Orchestrator is moving towards allowing for Bionic Queries to be created outside of a Program, I'd like to request that BQ can also be used as an exclusion list. Every program I run, I have to include a dataset task that looks for anyone that already entered that program in the last 180 days, then merge it, then transformation task the results. Every. Program. It's really not intuitive to build exclusion criteria into a query. It's an extra step that would be much easier to solve for if I had a separate query 'Entered Progam in X days', and then select that list under exclusions (which is how any other email tool works).

17
L
1 month ago
karen_862eb1
karen_862eb1Registered User
shared in CS Product Ideas

Need a way to delete Inactive customers from Gainsight with a RuleNo Status

I would like to be able to delete customers from Gainsight that have changed from Active to Inactive status in Salesforce.  Ideally I'd be able to do this with a Rule, but support has advised me that is not currently possible.  The two manual options they provided are (1) to delete them manually (I filtered the Customers page on status, chose the Inactive ones, and had to delete one by one using the trash can icon; obviously I'll need to repeat this daily or weekly or monthly), or (2) to create filters to filter them out (which seems less safe to me in case a filter gets missed, then the total on the Customers page won't equal totals on dashboards).  It would be great to do this nightly with a Rule.  Thank you!

17
S
Shoshin
1 month ago
jd_griffis
jd_griffisRegistered User
shared in CS Product Ideas

CTA mass change when CSD assignment changesImplemented

CSD assignments on accounts change on a regular basis (shifting accounts, job changes, etc.). When that occurs, the open CTA's should automatically shift to the updated CSD. The number of open CTA's for a CSD portfolio of accounts can be very large; and having to change them manually one at at time is not ideal.

17
sriram pasupathi
Shoshin
11 months ago
nadav_shemtov
Champion
nadav_shemtovChampion
shared in CS Product Ideas

CoPilot - built-in feature to send daily outreaches but skip weekendsUnder Consideration

I'm posting this on behalf of Dom from Adobe Sign:  The Adobe team would love to have an easy way to schedule daily outreaches in CoPIlot to be sent on week days. These need to be driven off specific days (e.g. sent 4 days after onboarding start date) The issues arise when they don't want emails to go out on a weekend (Sat. and Sunday). There is currently no easy way to ensure the outreaches do not go out on the weekend, and then on Monday all of the outreaches that would have been sent on Friday or Saturday (as they meet the criteria of being 4 days after onboarding start date for example) are set.  Currently the workarounds are creating a separate powerlist/outreach for weekend outreaches (scheduled on Mondays), or adjusting the rule criteria to be a range (onboarding start date is less than n-4 but greater than n-6) but these present other challenges

17
michelle_kim
3 years ago
jean.nairon
All Star
jean.naironAll Star
shared in CS Product Ideas

Simpler Ability to View Low Volume Object on the C360Under Consideration

On Low Volume objects, you need to add the GSID to a C360 report to be able to see the Edit/View action. This allows a CSM to click into the record to view further details and/or update the record. This is incredibly useful for CSMs.    The only way to make the Actions visible however is by adding the GSID to the report. This is a bit weird and not very intuitive for admins. Can you create a way to add the Actions without the GSID so that it doesn’t clutter the report?    

17
pgeorge
Gainsight Employee: Rookie
9 months ago
bkrempgesgainsightcom
Gainsight Employee: Rookie
bkrempgesgainsightcomGainsight Employee: Rookie
shared in CS Product Ideas

Ability to add multiple linked objects to the CTAImplemented

I know this is a fairly new feature but the ability to add multiple linked objects to the CTA instead of just one object would be awesome. In order to continue to increase user adoption, keeping users in Gainsight instead of SFDC is key and by allowing multiple linked objects, this will help greatly. 

17
nitisha_rathi
Veteran Rookie
5 years ago
jeffrey_coleman
Champion
jeffrey_colemanChampion
shared in CS Product Ideas

Sort a report by multiple columnsPlanned

I'm running a report against an MDA object. Two key columns are the account name, and then the date for the specific data point. I can sort by Account... or date... but not by "Account and then date within account." So if I want to see week 1-4 in order for an account, i'm having to sort by date and then filter to a specific account. In Excel this would be easy, right?

17
K
Team Captain
11 months ago
D
david.laneRegistered User
shared in CS Product Ideas

View cockpit by tasksPartially Fixed

I want to be able to view Cockpit listed by tasks and due date not by CTA. I.e. I can have a to-do list view of tasks to review on a daily or weekly basis. There doesn’t seem to be a way to do this. Does anyone know how?

17
sriram pasupathi
Shoshin
7 months ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Ability to track time worked with Outlook/gmail email integrationPlanned

We would like to be able to automatically track the duration (time worked) on an email when creating that email in outlook and it automatically going to Timeline through the integration. This would help save us time from going back over to timeline and adding the duration of work.

17
C
Shoshin
1 year ago
eric_lachance
eric_lachanceRegistered User
shared in CS Product Ideas

Co-Pilot communcations are not logged in SalesforceImplemented

One major hang up we have is that Co-Pilot communcations are not logged in Salesforce as an activity. In order for us to use Co-Pilot, we will need this functionality.

17
sundar
Veteran Rookie
6 years ago
kaycee
kayceeRegistered User
shared in CS Product Ideas

Enable Users to Create Their Own ReportsUnder Consideration

It would be great for non-admin users to create their own reports instead of having to go through Gainsight admins. The increased need for custom reports makes it so that admins have to create reports to satisfy the needs of the individual instead of a group. This creates duplicate work that ultimately fills up dashboards (in order for non-admin users to see a report) when it would be easier for a user to create and view their own reports in their private repository (sort of like how SFDC has their reports). Since only 6-12 reports can be viewed in a dashboard, too many custom reports requires the creation of more dashboards, which will eventually become confusing as the number of dashboards increases. 

17
darkknight
ACE
4 years ago
dawn_edwards
dawn_edwardsRegistered User
shared in CS Product Ideas

Sally for Microsoft TeamsImplemented

As some organizations are starting to move away from Slack and onto Microsoft Teams, it would be great to have the Sally functionality available there as well. How can we get this on the roadmap?

17
tmorgan
Shoshin
2 months ago

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