CS Product Ideas

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  • 723 Posts
  • 25,353 Replies

723 Posts

jaw
Team Captain
jawTeam Captain
shared in CS Product Ideas

Flag/Star Important Timeline ActivitiesAcknowledged

Hi all, One of the AMs asked if it’s possible in Gainsight to add a “Star” or “Flag” to Important timeline activities (similar to Gmail features) so that those entries/activities can be referenced later while scrolling through timeline.  Thanks,Jasmine  

11
B
Gainsight Employee: Rookie
7 hours ago
john_apple
Olympian
john_appleOlympian
shared in CS Product Ideas

Salesforce to Timeline set default value for NotesAcknowledged

When syncing Salesforce activity to Timeline, records that do not have a value in Description/Comments will fail because It is mapping to Notes in the Timeline Activity which is a required field. It fails because Notes has to have a value in order to save. If there was a way to provide a default value for Notes when the incoming record from SFDC has a null value for Description, that would make it easier to sync data without having to find records in the logs that failed and update. Having the option to set default in the job setup would allow for a default Notes value specific to the type of Salesforce activity being synced.

8
B
Gainsight Employee: Rookie
13 hours ago
kaycee
kayceeRegistered User
shared in CS Product Ideas

Ability to Close a Task via RulesAcknowledged

Currently you can only create a rule to close a CTA, but we have a use case that we are looking to use that looks at a field and closes a Task depending on the population of said field. 

12
W
Shoshin
5 days ago
T
Gainsight Employee: Rookie
tejkumarGainsight Employee: Rookie
shared in CS Product Ideas

Can we support the Data designer objects in the Gainsight home filtersAcknowledged

Can we support the Data designer objects in the Gainsight home filters.

6
bradleymcg
Grand Slammer
6 days ago
N
nickhackeroneRegistered User
shared in CS Product Ideas

Gainsight Assist Chrome Plugin: Log to Timeline ToggleAcknowledged

We would like to be able to change the settings for the Gainsight Assist plugin to make the “Log to Timeline” checkbox be check automatically. 

3
M
8 days ago
A
Team Captain
aparimalaTeam Captain
shared in CS Product Ideas

Integration with Asana for Success PlansAcknowledged

Exporting Success Plan data to Asana and as well as importing asana projects into Success plans. We have to use external tools sometimes to collaborate on objectives at a project level and using Asana helps us.

8
J
8 days ago
jess_hall
Shoshin
jess_hallShoshin
shared in CS Product Ideas

Tracking Shared Success PlansAcknowledged

We're hoping to track whether customers have opened their shared Success Plans (sharing using the weblink send option). I haven't found a way - is this possible?

5
S
Shoshin
9 days ago
angela_domenichelli
Champion
angela_domenichelliChampion
shared in CS Product Ideas

Email signatureAcknowledged

CSM would like to import their signature as formatted in Outlook to Gainsight.   CSM wants to include in email assist templates and copilot.  

20
R
13 days ago
alex_legay
Champion
alex_legayChampion
shared in CS Product Ideas

Option to not display inactive picklist fields even if grayed outAcknowledged

Seems across the product if we make a picklist value inactive it will still show in the dropdown but grayed out. This request is to have it not show at all. The below is in NXT when adding a field to the CTA object that references a drop down list. When I add that field to the CTA view, the inactive values still show.  

4
N
13 days ago
E
Veteran Rookie
ErseburseVeteran Rookie
shared in CS Product Ideas

Ability to Configure Custom Timeline Views for End UsersAcknowledged

There was a recent update to allow admins to configure custom views for cockpit for End Users. When will this awesome feature be available for timeline? Would be great to set these up ahead of time to reduce burden for CSMs who wont know how data is organized in Gainsight to select fields, Thanks!

11
david_narunsky
Shoshin
14 days ago
tyler_mcnally
Gainsight Employee: Veteran Rookie
tyler_mcnallyGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Enable threaded replies from email client responding to Timeline @ mention emailAcknowledged

Can we replicate the functionality google and other commenting sites have trained users on? You have received this email because you are subscribed to all discussions on ROI SP Tracking Aug 2019. Change what Google Docs sends you. [u][b]You can reply to this email to reply to the discussion.[/b][/u] [b][/b] (empahsis mine) Gainsight already knows the context and which timeline entry to post to. Is this on the roadmap? ETA?

4
ssamarth
Gainsight Employee: Rookie
16 days ago
T
Veteran Rookie
tammy_cVeteran Rookie
shared in CS Product Ideas

Home "My Portfolio" by layoutAcknowledged

We can now create different Home configurations for different user roles. I was creating one for the CSM Managers, and they would like to have CSM in My Portfolio which makes sense for them, but is not needed for the CSM view. I noticed that My Portfolio is the same on all configurations. It would be helpful to be able to change My Portfolio by layout as which fields are important to show varies by role. Also, that would allow us to make some editable for some roles, but not for others.

1
gopal_rao_kallepu
19 days ago
CurtisValentine
Veteran Rookie
CurtisValentineVeteran Rookie
shared in CS Product Ideas

Nxt: Ability to add User's Profile Picture in JO programsAcknowledged

Now that we have profile pictures, can we use them as a token in JO email templates? Profile pictures would be a great way to customize email signatures and better engage customers. 

10
gunjanm
Golden Ruler
19 days ago
kcsp
Veteran Rookie
kcsp
shared in CS Product Ideas

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.

6
A
Shoshin
19 days ago
diana_luo
diana_luoRegistered User
shared in CS Product Ideas

Editing an existing CTA to be recurringAcknowledged

Hi, is there currently the option to edit a CTA so that it is recurring, or edit an existing task to be recurring? To clarify, this is for CTAs configured at the Relationship level. We'd want to edit the CTA and/or Task so that it recurs on a weekly basis.

8
M
Shoshin
21 days ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Allow Pop-Out's Breakdowns on Dashboard to be MaximizedAcknowledged

It’s great that the new dashboards allow the widgets to be maximised to take over the screen, but please can this be extended to the pop-out reports when clicking on a widget, as the resulting table can often be too small to be useful (on a laptop screen particularly). Also being able to freeze the first column on these too. 

0
HollySimmons
All Star
28 days ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

Renewal Center - Ability to Resize Drill Down "Pop Up"Acknowledged

If you’re on the analyze tab of renewal center, and you click on a widget report to drill down, you’re taken to a detailed view on the right hand side of the screen with some columns and the rest of the screen is greyed out. What I don’t understand is why this is maybe 1/3 at most of the usable screen area. If I add one or two extra columns from the default, I have to scroll left and right, and some of the columns are super narrow. Seeing the background doesn’t do me any good, because if the widget you clicked on is on the right side of the screen that gets totally covered anyways.I would like this to either just take up more of the screen, allow me as an admin to set a default width, or at the very least allow you to drag the drill down and make it wider if needed. I didn’t include a full screen shot as I didn’t want to take time to hide all the data, but LOOK AT ALL THAT UNUSED SPACE! Is this a drill down for ants? For real though, help me make this make sense. I know you can scroll

3
HollySimmons
All Star
28 days 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
28 days ago
S
Veteran Rookie
sandeepchidiriVeteran Rookie
shared in CS Product Ideas

Could we remove relationship references from UI?Acknowledged

Hi, One of our customers wants to deactivate relationship feature from their gainsight. Also they want to remove all references of relationship from the UI. For example: In C360-->People there is a relationship section.(Which is confusing the CSMs)   Link for the screenshot : https://share.getcloudapp.com/p9uK59rB Pleases share your thoughts on this.

4
B
Shoshin
28 days ago
sagan_sherlin
Champion
sagan_sherlinChampion
shared in CS Product Ideas

Question. Is it possible to report on the "Drafts" in Timeline by User? [Email to Timeline]Acknowledged

Hi everyone! I'm currently loving email to timeline, as it's helping us ensure that we're getting communication into the system! But we're running into users that aren't exactly staying up to date on reviewing their 'Drafts' in Global Timeline. So, I was wondering how are others managing the ensuring that their users are reviewing their 'drafts' sections? Ideally, I would like a report that the managers can review to speak with their teams - but I'm not finding where that would be stored... As always, THANK YOU! :)

12
johntrask_bt
Veteran Rookie
30 days ago
andorfuhrer
Team Captain
andorfuhrerTeam Captain
shared in CS Product Ideas

Improve Data Designer to Allow URL back to CTAsAcknowledged

It appears that data designer somehow strips away the URL feature to some fields like Call to Action Name, Success Plan Name if those objects are included in the data design.    For example, I created a data design and brought in the Call to Action and User Object.  Merged both objects with the fields I wanted, one of which was the Call to Action Name.  I created a report and applied it to a dashboard.  The report shows the Call to Action name, but it’s just a string text and the URL has been stripped.  As an end user, I cannot click on the Call to Action name to take me to that CTA.  I would now have to copy and paste the Call to Action name and search it via cockpit.  WOOF :( It really kills adopting new reports designed via data designer bc the lack of functionality overshadows the innovative data gathering via data designer 

8
M
Shoshin
30 days ago
R
Shoshin
ralucagorbanescuShoshin
shared in CS Product Ideas

Automatically log emails from programs to timeline (for usage)Acknowledged

We have a program that sends usage emails to customers on a monthly basis. I would love to have 1 email be logged to timeline for the monthly utilization for each customer.  And I said only one email, as we don’t need to have each and every email that was sent out (for each stakeholder) rather have a way to trace back the usage data sent out to customers for historical purposes. Also, it would be ideal to have the option to send the usage email for a company in 1 email - for all stakeholders - rather than having individual emails sent to each of them. Thank you so much for considering this product enhancement!Raluca

7
R
Shoshin
1 month ago
M
michelle_shottsRegistered User
shared in CS Product Ideas

allow bulk updates to Gainsight timelineAcknowledged

we have a few use cases where having the ability to write to Gainsight timeline in bulk would be highly useful   Examples: If a CSM leaves PatientPop without notice, we would like to bulk upload an account transition note into timeline for all of their accounts at once rather than one by one.  If a CSM gives their notice, we'd like to bulk upload their account transition notes into timeline using a spreadsheet rather then have them tediously click through each account individually.  When we receive a survey response from a customer to our various CSAT, NPS and product surveys, we'd like to automatically record the score/verbatim feedback into timeline. 

9
C
Shoshin
1 month ago
varun
varunRegistered User
shared in CS Product Ideas

Percentage of click rate and open rate of the email delivered through Program.Acknowledged

I have a requirement where in I need to show the percentages of emails clicks and open rate of emails delivered through a program (AO Analytics object) and this is useful when representing them in Dashboard as the percentages speaks more than numbers. Even though we show them under Program analytics tab, but needs to report using report builder. Could you please advise.

9
jamie_anderson
Shoshin
1 month ago
W
Shoshin
wyattfarinoShoshin
shared in CS Product Ideas

Make Timeline + Calendar widget expandableAcknowledged

I also find it annoying that the Timeline + Calendar widget is not expandable.We’re limited to this very slim and narrow window which is not a great experience when reviewing a whole host of timeline activities.Would simply like to make it wider!

2
W
Shoshin
1 month ago

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