CS Product Ideas

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6068 Posts

spencer_engel
Olympian
spencer_engelOlympian
shared in CS Product Ideas

Any plans to support dd-mm-yyyy date or date/time formats?Planned

I have a customer in Europe who is trying to use DD-MM-YYYY as their date format. We only support MM-DD-YYYY format in the MDA right now, but with more and more European customers coming on board, it would be nice to support DD-MM-YYYY. Any plans on that?  Also, any suggested approaches for getting around this?

9
pgeorge
Gainsight Employee: Rookie
7 months ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

Access Dropdown Values in Rule transformation.Not Planned

I understand that we can enable Bionic pickplist labels which exposes dropdown list values in the rule export or execution results. But what if, I need to do some transformation like concatenation -- framing a Product name using concat( Opportunity Name, Product Type) where Product Type is a Dropdown item. Now the result is coming like this -ABC Opportunity 1I0054W9FAKXZ0H26HOVC484TSFM5160JI8N. As a workaround I am using Case expression. But would like to if there is any future enhancement with regard to this? 

14
HollySimmons
All Star
4 months ago
jeffrey_coleman
Champion
jeffrey_colemanChampion
shared in CS Product Ideas

Rule logic needs to be maintainedImplemented

When you have modified a rule's Advanced Logic (to be something like "A and B and (C or D)" and then you add another field to the filter the logic just results back to "A and B and C and D and E". And then I spend then next 5 minutes trying to figure out what the heck happened... and then remember it's the logic and spend the next 5 minutes trying to remember what it was! My suggestion is that the logic just remain as it is and maybe do a highlight to remind me to update it when I add a field. Or add the new field to the end like "A and B and (C or D) and E." Either works for me!

16
jeffrey_coleman
Champion
6 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rule Execution Logs from Scheduled runs not containing Action DetailsWorkaround Available

When a rule chain scheduled rule runs, the execution log does not contain the Action results the way a manual run does. Scheduled: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180615-52487-zhm4v7-Screen_Shot_2018-06-15_at_8-46-42_AM_inline.png[/img] Manual:   [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180615-15435-1ll6uf2-Screen_Shot_2018-06-15_at_8-47-00_AM_inline.png[/img] Worse still, the email that comes through doesn't even tell me the number of records from the Action the way a manual rule does: Scheduled: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180615-59311-lettw6-Screen_Shot_2018-06-15_at_8-49-41_AM_inline.png[/img] Manual: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180615-33746-1ajcvaf-Screen_Shot_2018-06-15_at_8-50-06_AM_inline.png[/img] This increases the level of effort required to monitor/troubleshoot.

25
phani_kumar
Gainsight Employee: MVP
1 year ago
sarah_couch
sarah_couchRegistered User
shared in CS Product Ideas

Option to automatically change owner on all tasks in a playbook when the owner of a CTA is changedImplemented

When changing the owner on a CTA which has a playbook/tasks associated with it, it would be nice to have a pop-up option asking if you'd like to change the owner on all associated tasks as well. We've found that we're frequently changing the owner on certain types of CTAs which have several tasks associated with them. Having to change the owner on the tasks as well as the CTA is not a horrible experience ... but it is taking up time. We can always change task owners as one-offs if needed.

15
sidhu
Gainsight Employee: Rookie
6 years ago
spencer_engel
Olympian
spencer_engelOlympian
shared in CS Product Ideas

Can't sort person section in C360IN DEVELOPMENT

Are there plans to be able to sort on the Person section in the C360? Right now, you can't, and it's keeping a customer from switching to the Person section being the source of truth because it's not as easy to navigate as the SFDC contacts related list in the C360. Is this something we're looking into fixing?

14
Shilpa Gumnur
Gainsight Employee: Rookie
1 month ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Ability To Customize c360 ExportNo Status

I have a couple requests for the ability to be able to customize the c360 export.  Suggested workaround provided: Create a success snapshot customized to the information that they want on the c360 page. 

7
elizabeth
4 years ago
cameron_wright
Gainsight Employee: All Star
cameron_wrightGainsight Employee: All Star
shared in CS Product Ideas

rule results different from preview dataUnder Consideration

After talking with a customer via a support case we discovered that when you preview the results of a rule they will not show the same as the results show. For instance, in the first image below you see a preview data set to a rule, this shows the name of the data in the field. "Guided" is an example. But in the second image this is a rule run result and it shows an ID (blanked out for privacy purposes). This is as design but in the future myself and others would find it useful for these to be matching. Troubleshooting a rule or data validation is very hard when these do not match up. The reason it is like: The execution itself uses the actual data so we have GSID's for Picklist values in the logs. But in rule setup preview we are converting these GSID's to Picklist names to avoid confusion while setting up the rule. The way we would like it to work: Show the datasets as the same so that we can validate and confirm data easily. [img]https://d1qy7qyune

31
anirbandutta
5 months ago
irit_eizips
irit_eizipsRegistered User
shared in CS Product Ideas

C360: Ability to customize page layout by CSM or customer segmentImplemented

As you all know, low touch customers are managed differently than high touch customers. Therefore, the CSM team members have asked to have the ability to define their preference with regards to the C360 page. Ideally, each of them could define how they would like to have the sections sorted and which sections to hide. That being said, I see a lot of similarity in the way that the CSM manage their account. Therefore, providing the ability to define the page layout by user role, user profile, or customer segment, would be effective and helpful too.

15
harris_maidenbaum_cbac7b
3 years ago
anirudh_allika
Shoshin
anirudh_allikaShoshin
shared in CS Product Ideas

Delete field in MDA objectImplemented

Can we have a option to delete fields in MDA objects

11
karl_rumelhart
Gainsight Employee: ACE
3 years ago
chris_mudd
Veteran Rookie
chris_muddVeteran Rookie
shared in CS Product Ideas

Report on External Attendees from TimelineImplemented

We would like to be able to report on external attendees from timeline data.  More importantly being able to report on the most recently contacted attendee.  Use Case: We want to be able to see when a team member last reached out to a specific point of contact (External attendee). Would be nice to be able to see a widget like this in the C360: Name Title Role Activity Type Most Recent Activity Date  Joe Smith Operations Analyst Day-to-Day Call 10/5/2017 10:00:39 AM  Jane Doe Director of Operations Technical Champion Meeting 9/30/2017 2:30:45 PM  Jessica Rabbit CIO Executive Sponsor Meeting 9/30/2017 2:30:45 PM

12
dan_ahrens
ACE
1 year ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Inbound Email User ManagementAcknowledged

I am sure I’m not the only one rather annoyed by the fact that Inbound Email users, I.e. those who are able to use the BCC to Timeline function, are a) managed in an entirely separate section rather than right within User Management, and b) cannot be added by a CSV or at least selecting multiple users.  It would be amazing if this were just an easy “checkbox” within User Management.   

12
A
Veteran Rookie
6 months ago
josh_grigone
Gainsight Employee: Veteran Rookie
josh_grigoneGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Set custom close status when closing CTAs by CTA ID in Rules EngineUnder Consideration

Hi all, As it stands today, when closing CTAs by CTA ID, the status of the CTA is closed under the default Close Status as it is configured within Admin > Calls To Action > Status. As an  enhancement request, could users be able to select a CTA Status of their preference, even when closing CTAs by CTA ID within the Rules Engine? Are there any technical limitations that would prevent this? Thanks! Josh

15
J
Veteran Rookie
17 days ago
heather_hall
heather_hallRegistered User
shared in CS Product Ideas

Success Plan auto-savePartially Fixed

It would be great if the note fields in a Success Plan could auto-save. I accidentally erase my work when activating plans without having taken the step to save first and it hurts so much every time! 

12
mindy
Shoshin
22 days ago
prathap
Shoshin
prathapShoshin
shared in CS Product Ideas

Increase Character limit of Notes for Email to TimelineUnder Consideration

Hi Team,   As of now If there are more than 33000 characters then Email to Timeline will fail, Is there any plan of increasing the limit if not can we use truncate option here where the Notes till 33,000 characters are updated its truncated after that. Many users have reported that they are unable to use this due to this error.

9
soumitrasahu
Shoshin
8 months ago
joel_peasley_285d9f
joel_peasley_285d9fRegistered User
shared in CS Product Ideas

Customer Success Plan Edit Functionality for External UserImplemented

Success Plans are a great way to track where you are at on a project. My team feels that if the success plan were more interactive they could get better updates from the customers that they are working with. The goal would to be to share Success Plan portal for a specific customer to a group of users. This would then allow them to create new success plans and reprioritize existing success plans. It also would give them the ability to check things off in specific Success Plans

11
R
Veteran Rookie
2 years ago
ellenoangieslistcom
Champion
ellenoangieslistcomChampion
shared in CS Product Ideas

Gainsight Usage Report (Internal rep usage of Gainsight)Under Consideration

I get an excel file emailed to me every 2 weeks with our internal Gainsight users and their page clicks into Gainsight objects by day.  Currently, this excel sheet is very hard to read as we have about 300 internal users.  I take the excel file and sum the count of page views under the rep name.  I then transpose the data on another sheet so I can sort by Rep and Count of Views to find my highest and lowest users.  I think companies might get more use out of these bi-weekly check ins if there was a summary of page or table.  

31
sai_ram
Grand Slammer
1 year ago
spencer_engel
Olympian
spencer_engelOlympian
shared in CS Product Ideas

Make G360 reports more flexible for customers' adminsAcknowledged

Hi everyone - ​[url=https://community.gainsight.com/conversations/customer-ability-to-modify-g360-reports-5bc73e18e4b04588aaf86a81]I saw this post[/url] from a couple years ago about allowing more flexibility in G360 reporting. It's marked as "implemented," but I would argue that it's not really implemented. It's just telling customers to get in touch with their CSM to export all their usage data out of GonG. That's more of a workaround than a solution. I'd like to see us allow admins to access their usage data within their system out of the box as soon as they turn on the G360. Reason I bring this up is we get semi-frequent CSA requests from customers wanting our team to put together custom usage reports that they're unable to configure in the G360. This takes up quite a bit of time for our team and likely is frustrating for our customers too. If we could just let customers configure their own reports, it would be a win-win.

4
adam_bam
1 month ago
samantha_braastad
Champion
samantha_braastadChampion
shared in CS Product Ideas

Allow for Gannt Chart style export of Success Plans for a one page snapshot of overall planAcknowledged

Our team is often creating additional documentation outside of Success Plans to help communicate the overall status of the plan to customers. The desire is to have a one pager to quickly go over the timeline and where each objective stands. Here is a visual of what we use today:  [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170310-76422-1mz13vx-GanntChart_inline.png[/img] We would love to have the ability to create this out of the Success Plan export. Better yet, it would be a new 'tab' next to Collaboration that allows you to view a full summary that can be based off of Objectives and/or tasks within those objectives. 

6
jeff_benfield
4 years ago
faust_belarmino
Veteran Rookie
faust_belarminoVeteran Rookie
shared in CS Product Ideas

External Users Can Check Off 'External' Objectives on the Success PlanImplemented

We launched success plans earlier this year and we plans to use it even more in the coming months. One of the feedback we've received from our clients and our CSMs, using the success plans, is giving external users (our clients) the ability to check off objectives they've completed themselves. I believe success plans are great tools but for a client to be truly successful, hands on learning and work needs to be done along side the work and training our CSMs are doing for the client. Our success plan have internal (tasks only for our CSMs to see and do) and external (tasks that our clients need to do themselves) objectives. We would love if the external users, we share the success plan with, can check off objectives as they accomplish them. This provides more visibility to the client's progress through the success plan. The client (external user) and the CSM would actively see that actions that are happening real time and don't need to wait for a call to follow up if certain tasks ha

11
Jef Vanlaer
Champion
1 year ago
chris_mudd
Veteran Rookie
chris_muddVeteran Rookie
shared in CS Product Ideas

Calculated fields in Report BuilderImplemented

It would be nice to be able to create a calculated field in report builder similar to the calculated fields you can create in the rules engine.  Currently I have a customer that needs to report on retention.  They would like to be able to take the sum of one field and divide it by a number to report on one column.  Then be able to display this quarter by quarter.

14
leanne
MVP
2 years ago
H
Shoshin
harriseilenbergShoshin
shared in CS Product Ideas

Export function from Data DesignerPlanned

I’d like the ability to export the data returned in queries created in Data Designer. Currently you must create a dataspace from the design, create a report in report builder to then export. Use case: I’m typically validating data when first creating a new data space and would like to export and review the data in excel.

14
sarahmiracle
All Star
4 months ago
kristin_f3c469
Champion
kristin_f3c469Champion
shared in CS Product Ideas

Display Notes and Attachments in C360Implemented

Our AMs want to use the C360 page as their primary Customer view. One thing holding them back is visibility to the Notes and Attachments section found on the Account Page. Currently there is no way to add this as a section.

10
blaire_berry
3 years ago
S
Gainsight Employee: Shoshin
SaitejaKGainsight Employee: Shoshin
shared in CS Product Ideas

CTA Boolean Fields should display as Checkboxes in CTA LayoutAcknowledged

Team,When we add a new custom boolean field on the CTA task layout, it is appearing as a dropdown menu with options of None, True and False. We do not see an option to make this a checkbox. Can we implement this future in roadmap?

15
dnunex
Shoshin
7 months ago
brittany
brittanyRegistered User
shared in CS Product Ideas

Be able to embed an NPS question into a CoPilot Email TemplateImplemented

For basic NPS surveys that only have the 1 NPS question, it would be wonderful if we could just embed that one question into the CoPilot email template rather than a button linking to the survey that just has the one question. This would increase response rate exponentially!

35
taylor_wilson
3 years ago

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