CS Product Ideas
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Can you put a percentage (%) in a report widget?Acknowledged
I have dabbled in my first MDA work and the output is two percentage fields. One is a CSM's retention rate by number of customers and the other is their retention rate by total dollars. I am excited to share these out in our CSM dashboard so team members can track their progress on team goals! However, I am having trouble with the report viewing and subsequent dashboard configuration. By comparison, our NPS by Owner report is easy and outputs into a nice numbered Widget. This is great for viewing in the dashboard. My new fields, however, are percentages, and the Widget option is greyed out. Does anyone know if we can put a percentage into a Widget? If so, how? If not, why not? Thank you!
Shared Success Plans: would it be possible to allow external users the ability to create/edit shared success plan items?Acknowledged
I have been talking to a customer (ContantSquare) about shared success plans. They wanted to see if it would be possible to allow external users who have success plans shared with them to be granted the ability to edit and possibly create tasks within the success plan. Is this something that is being considered on the product roadmap, or would granting external users write access present unforseen security concerns?
change account in timelineAcknowledged
Can you change the account associated with a timeline activity once the activity is logged? Use case: CSMs are adopting the sally/slack integration more. Since the integration looks up based on account name, CSMs are accidentally logging an activity on the wrong account. Example: we may have a SFDC account named Box and another one named Box, Inc. In SFDC, you can change the related to field on the task to a different account, but I'm not finding a way to do that in Gainsight. Any ideas?
When multiple stakeholders are on the same meeting, it can be a waste of time and typing for multiple people to take notes or a challenge to know who is responsible for taking notes. With a Collaborative Timeline, Gainsight could allow the workload to be shared and for non-presenting team members to take notes and then pass the ball all in realtime. This would make Gainsight timeline THE PLACE to log customer activity even more than it is today. See mock up video: https://www.loom.com/share/bb6c0ae70a794a58937e1ddaa503488e
Hi Team! It seems that the current state of the Google Big Query requires that the connector to be re-authorized in order to refresh the views and fields available to the connector. This is not ideal as it makes changing and validating the ingestion of data into Gainsight very cumbersome and manual. The idea is that going forward it would be great if refreshing the available views/fields was automatic like with other connectors. Thanks! -Will
Hello, Today in the "Call To Action" action within Rules Engine, it looks like the Due Dates can only be set relative to "Run Date + n Days". Are there plans in the future to allow CTA Due Dates to be mapped to a variable rather than the Run Date? Best, Isaac
It is currently possible to have Support increase the operational email limit from 5k up to 40k but this is not possible for orgs on NXT. Are there any plans to allow this for NXT in the near future? This seems like an arbitrarily low limit given that this is already possible in SFDC and requires admins to break programs into batches. If you have thousands of customers with multiple contacts, we’re talking multiple batches!
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.
In a Rule, when I have the option to select multiple options for a field, I would like for the items selected to be displayed first. When you have a long list of options, ie. Call to Action Reason, and you've only selected 1 or 2 items in the list, you have to scroll through the entire list to see what options you've selected. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180416-55101-1w6w9nd-Screen_Shot_2018-04-16_at_5-59-17_AM_inline.png[/img]
Hi Team, We have a customer who is creating SFDC connector using custom domain as "https://********.lightning.force.com/" Due to this, we are unable to authorize connector and resulting in "Token null - Authorization failed" issue. As a workaround, we are using "https://*******.my.salesforce.com/" as "custom domain" and it works fine. Can we please support lightening domain as "https://********.lightning.force.com" while creating SFDC connection ? SS : [url=https://cl.ly/142b4a855042]https://cl.ly/142b4a855042[/url] Best, Hardik
Would it be possible to put variable values into the Timeline Integration sync jobs? The use case here is that some users log activities for the future in Salesforce, but the CS team does not want them synced to the Gainsight Timeline until the date arrives. We would prefer the filters behave similar to the way Reports/Data Designer filters work so that we can have the right data synced over at the right time. The ability to select “Due Date Only <= Today” is a prime example of how we could use these enhanced filters here to only sync activities that do not have future dates. Currently, we only have the option of “Custom” for the date filter, meaning which is better for one time or manual syncs, but not recurring automate syncs.
Can we tokenize pictures in Email Assist?Acknowledged
Can we tokenize pictures in Email Assist? I know we can add one as needed but the use case is the following: Customer wants to send the pics of multiple stakeholders who will be working with the customer, RM, AM, CSM etc and these can vary based on the customer. Customer A can have RM 1, CSM 1 and AM 1 whereas customer B can have RM 2, CSM2 and AM 2.
[b]Our internal users are really passionate about this one!![/b] Please create an optional setting for reports in dashboard containers to autofit to the number of rows there are. This should be a relatively simple "given" with regards to a user-friendly interface. Instead, we have to click to see the next 100 or so records for numerous reports in a dashboard, which can be very tedious. It is also frustrating when attempts to filter a column for a record only applies to the 100 or so visible records. Quicker access to all rows in a report would lead to greater productivity and adoption across all our users.
Updating Multiple Fields at OnceAcknowledged
Just an idea, what if there was a ‘page edit mode’ that would make all editable fields on a C360 able to quickly check all the necessary boxes and fill in details at one time as opposed to, for example, making a boolean field active, checking the box, and clicking the checkmark to save the changes. Instead, this ‘page edit mode’ would make all fields active so that someone could make many updates at once and then effectively click the checkmark on all fields and save all changes.
We have run into a situation where CSMs are editing the names of auto-triggered CTAs and/or Tasks, which is impacting some of our Rules and/or Reports that depend on the naming conventions of those items. We need a way to lock fields on certain Playbooks (CTA Name, Task Subject, Reason, Priority) for CTAs thatwe do not want end users to edit.
Manual Recurring CTA with Quarterly OptionAcknowledged
My CSMs have manual CTAs that they would like to schedule quarterly. They are unique enough that I would not create a rule for them. Currently, they get around this by setting the manual CTA to reoccur every 91 days. However, it would be great to have a quarterly option built into the recurring manual CTA feature.
Email Validator for Gainsight BlacklistAcknowledged
Our company takes advantage of Journey Orchestrator quite a bit! When a contact is added to the "blacklist" for whatever reason, our end users have no visibility if the client was added. It would be great if email validator was not limited to the Admin's access so that our reps could be able to follow up accordingly with our clients if their communications bounce.
Archive Timeline ActivitiesAcknowledged
I have quite a few CSMs that are managing large scale customers with frequent calls, emails, meetings etc that they log at the C360 level. What ends up happening fairly quickly is that the timeline gets very busy. We do find the search functionality great, but to add another layer on it I think it would be valuable to be able to archive activities by month/year. That way, what I see when I log onto a customer's timeline are the pertinent items to their recent activity without losing that historical information.
Hi, We have timeline entry types that we want to only allow specific users however we haven’t found the security to be granular enough to support this. Is there any workaround possible for this otherwise can we request a product enhancement for additional granularity on the security permissions?
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