CS Product Ideas

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  • 723 Posts
  • 25,327 Replies

723 Posts

reneehouse
Shoshin
reneehouseShoshin
shared in CS Product Ideas

Sort Cockpit by CSMAcknowledged

I would like the ability as a Gainsight Admin to sort by CSM.  Right now I have to go to owner section and look at each individual CSM, but as I implement a new process or CTA I would like the ability to see particular grouped CTAs in order of CSM.

2
marta_johnson
3 years ago
ben
Champion
benChampion
shared in CS Product Ideas

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!

0
ben
Champion
4 years ago
dan_wiegert
Gainsight Employee: Champion
dan_wiegertGainsight Employee: Champion
shared in CS Product Ideas

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?              

10
Anil Raj Pujari
Gainsight Employee: Rookie
1 year ago
jp_mehlhaff
jp_mehlhaffRegistered User
shared in CS Product Ideas

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?

3
heather_hansen
ACE
3 years ago
sam_buddery
Gainsight Employee: Team Captain
sam_budderyGainsight Employee: Team Captain
shared in CS Product Ideas

Collaborative TimelineAcknowledged

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

4
nitisha_rathi
Veteran Rookie
1 year ago
S
salmamohamedRegistered User
shared in CS Product Ideas

Sync tasks to calendarAcknowledged

It’s nice to be able to sync activity and cta’s, but it’s not really valuable as you cant sync tasks yet. I would only use this feature to be reminded of what I have to do. 

6
andreammelde
Golden Ruler
2 months ago
cristina_postolache
cristina_postolacheRegistered User
shared in CS Product Ideas

Conditional formatting - is there any section in Gainsight that supports it?Acknowledged

I would need to highlight some specific accounts for the CSMs to see that those customers are a good candidate for upgrade. This would be similar to what happens in Excel. Is this possible in Gainsight?

9
lila_meyer
Gainsight Employee: Grand Slammer
3 years ago
W
Gainsight Employee: Shoshin
wscuphamGainsight Employee: Shoshin
shared in CS Product Ideas

Refresh Google Big Query Views/Fields Without Requiring Connector Re-AuthorizationAcknowledged

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

2
Ritesh Sharma
Gainsight Employee: Rookie
1 month ago
isaac_lin
isaac_linRegistered User
shared in CS Product Ideas

CTA Due Dates in Rules Engine - Can we map it to a variable?Acknowledged

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

7
sriram pasupathi
Shoshin
11 months ago
cmultanen
Champion
cmultanenChampion
shared in CS Product Ideas

Ability to Increase Operational Email Limit for NXTAcknowledged

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! 

4
B
Shoshin
1 month ago
C
cbrillRegistered User
shared in CS Product Ideas

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. 

6
T
10 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rules Engine: Display selected choices in a at the top of the field selection boxAcknowledged

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]

3
jitin_mehndiratta
Shoshin
4 years ago
hardik_mota
Gainsight Employee: Champion
hardik_motaGainsight Employee: Champion
shared in CS Product Ideas

Support lightening custom domain in SFDC connectorAcknowledged

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

6
jessie_brainerd
Shoshin
2 months ago
J
Gainsight Employee: Rookie
jnunesGainsight Employee: Rookie
shared in CS Product Ideas

Update the Date Filters in Timeline Activity Integration JobAcknowledged

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.  

3
nitisha_rathi
Veteran Rookie
1 year ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
shared in CS Product Ideas

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.

7
ssamarth
Gainsight Employee: Rookie
1 month ago
ana_g
Olympian
ana_gOlympian
shared in CS Product Ideas

UI Request: Autofit dashboard report containers to number of rowsAcknowledged

[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.

5
ana_g
Olympian
3 years ago
mr255405
Shoshin
mr255405Shoshin
shared in CS Product Ideas

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. 

3
andreammelde
Golden Ruler
2 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Playbooks: Need the ability to "lock" the Playbook so it cannot be edited by end usersAcknowledged

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.

5
reneehouse
Shoshin
5 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Horizon Cockpit: Make My CTAs custom view editableAcknowledged

I’m not sure why the My CTAs view is not editable by admins (or why it doesn’t include the Next Task Due Date) column but Admins should have the ability to at least VIEW this view, much less edit it.  

4
sriram pasupathi
Shoshin
1 year ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
shared in CS Product Ideas

Add option to Manually sync email to sfdc taskAcknowledged

Recently, for one of the customer the “Log email to SFDC ” failed due to SFDC error. Although we were able to discover that error but unfortunately there is no option to do a Manual sync.  Can we have some thoughts over this ?     

2
sai_ram
Grand Slammer
2 years ago
reneehouse
Shoshin
reneehouseShoshin
shared in CS Product Ideas

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. 

1
nitisha_rathi
Veteran Rookie
5 years ago
alison_kaprielian
alison_kaprielianRegistered User
shared in CS Product Ideas

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.

6
diane_morneau
Champion
2 years ago
niki_olmstead
Shoshin
niki_olmsteadShoshin
shared in CS Product Ideas

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.   

2
nitisha_rathi
Veteran Rookie
4 years ago
angela_domenichelli
Champion
angela_domenichelliChampion
shared in CS Product Ideas

Report export size limitAcknowledged

Please increase the size limit to export reports above 15 mB. We often need to download larger reports and manipulate the data within Excel and this limitation causes significant manual work. Thank you. Ref. Gainsight Ticket 71122

7
darkknight
ACE
3 years ago
cnichols
Veteran Rookie
cnicholsVeteran Rookie
shared in CS Product Ideas

Timeline SecurityAcknowledged

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?   

6
nitisha_rathi
Veteran Rookie
1 year ago

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