CS Product Ideas

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  • 25,353 Replies

723 Posts

sai_ram
Grand Slammer
sai_ramGrand Slammer
shared in CS Product Ideas

Creating timeline activity via rules?Acknowledged

One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.

62
J
Shoshin
2 months ago
gurukiran
gurukiranRegistered User
shared in CS Product Ideas

Manual CTA for multiple accountsAcknowledged

Apply CTA for multiple accounts Manually. Scenario: if a user has to go through a process of adding a CTA manually and has to replicate this for all the accounts that he/she is responsible for, currently the only way is to get into a Customer360 page for all the accounts and create the CTA or through the Cockpit Tab. It would be easier/convenient (flexibility) if the user is allowed to select multiple accounts from a drop down while creating the CTA. 

40
sriram pasupathi
Shoshin
1 year ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Horizon Analytics feedbackAcknowledged

Not sure the best way to give feedback on Horizon Analytics since I don’t believe it is technically still in Beta… so will start this thread to capture as I am kicking the tires on it. When I try to access Custom Colors in the new UI, I open an existing entry and the data never loads (this was done in an Incognito browser window, so it’s not cache) When drilling down into a report from a dashboard, the “Analyze Report” button should not appear for users that do not have access to Report Builder.  When a non-privileged user clicks that button, they get a “403 Access Denied/Forbidden” error.  This will result in numerous tickets sent to admin teams saying there is a problem or requesting access.  This should be disabled for all users that do not have access to Report Builder. Here are my current report builder settings:      The text that accompanies the refresh button on charts/graphs is misleading.  The example below indicates that the data was refreshed and that if you click on re

38
HollySimmons
All Star
11 months ago
rahul_prayakarao
Gainsight Employee: Veteran Rookie
rahul_prayakaraoGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Exporting data out of GainsightAcknowledged

Hello Everyone, I would like to know if you are looking to export data from Gainsight into any BI application (like Power BI, Looker, etc.) or Data warehouse (like Snowflake, Azure Data lake, etc). Please leave your comments below. Your inputs will help us in creating a roadmap for this.

33
duncan.young
Shoshin
3 months ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Have the ability to clone success plans.Acknowledged

It would be cool to have the ability to clone a success plan and then manually assign that plan to either the account that you clone the success plan from or to a totally separate account. You could use this if you manually create a success plan and like the layout but your use case isn't valid enough to create a whole rule around it.

32
heather_hansen
ACE
7 months ago
chris_marconi
chris_marconiRegistered User
shared in CS Product Ideas

Is there a way to export playbooks?Acknowledged

Looking to export the playlist so I can review with my manager and we can finalize on what tasks we want associated with each playbook.  Would be nice to have a paper copy, for review. Thanks!

30
sacha
Shoshin
1 year ago
luke_quanstrom
luke_quanstromRegistered User
shared in CS Product Ideas

Assign group CTAsAcknowledged

I need the ability to create and assign CTAs to a group of individuals. Is this available? On the roadmap? 

28
P
1 year ago
britton_walker
Champion
britton_walkerChampion
shared in CS Product Ideas

Time tracking integrationsAcknowledged

Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? Ideally we'd have a button associated with each CTA/task that starts and stops a timer then loads the time to a field in that CTA/task. I understand that is a bit of a pipedream, but the closer we can get to it the better. Thanks!

27
K
5 months ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Ability to edit all Timeline entriesAcknowledged

Currently, the only user that can edit a Timeline entry is the user that created said entry. It would be good if there was some kind of permission that would allow an admin to edit all Timeline entries, regardless of who created it. Is there anything like this on the roadmap?

22
kvanderwyk
Shoshin
9 months ago
sarah_coote
sarah_cooteRegistered User
shared in CS Product Ideas

Insert table in 360 Timeline ActivitiesAcknowledged

It would be great to be able to either insert or copy and paste tables into the logged Activities for Timeline 360. If I copy paste at the moment, it pastes as text and loses all table layout

22
gopal_rao_kallepu
3 months ago
brittany
brittanyRegistered User
shared in CS Product Ideas

Be able to add milestones from TimelineAcknowledged

First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added elsewhere were visible here, but even better would be if we could add Milestones as an option for the type of Activity logged.

21
Chirag
Shoshin
1 year ago
nicole_mendonca_6a33dc
nicole_mendonca_6a33dcRegistered User
shared in CS Product Ideas

The option for a "back" button in the Surveys.Acknowledged

Currently in the Survey tool, the end recipient is unable to go "back" a page once they select "Next" page. Would love to have the option in case the end recipient needs to go back and edit/add/remove something. 

20
anirbandutta
6 months 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
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Create CTAs in the Mobile AppAcknowledged

Hey guys, I'm posting this on behalf of a customer who mentioned that she thought it would be good if users could create CTAs from the mobile app.  She says that her users are not in front of their computers all of the time but that she thinks that the usability of the app would be greatly improved if users had the ability to do more than just observe Gainsight through the mobile app. Thanks! -Tom

18
anirbandutta
2 months ago
K
krispilsRegistered User
shared in CS Product Ideas

success plan mandatory fieldsAcknowledged

to have the posiblity to add mandatory fields to a suceess plan

18
mary_taylor
Veteran Rookie
4 months ago
acote
Veteran Rookie
acoteVeteran Rookie
shared in CS Product Ideas

Ability for Admin to Login in as a User in NXTAcknowledged

Currently, we (admins) are able to log in as a different user via Salesforce in order to troubleshoot but this is not a feature in NXT. We are planning on moving some of our users who do not need Salesforce licenses to Cloud only access which will vastly limit the amount of troubleshooting I can do on my end when end users have issues. It’d be great if this feature was available for super admins in NXT.

18
sacha
Shoshin
4 months ago
natalie_howell
natalie_howellRegistered User
shared in CS Product Ideas

Ability to update multiple timelines at once?Acknowledged

I have over 40 clients in GS and often make an update to multiple client sites at once. Is there a way to mass update the accounts in GS with the changes made? We are encouraged to keep notes in GS for our clients but if I have to go into 40 Timelines to post the exact same update, it is ridiculously time consuming. Suggestions?

18
T
Shoshin
1 year ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
shared in CS Product Ideas

Ability to change CTA types and reasonsAcknowledged

I have worked with multiple customers lately who have been restructuring the Type and Reasons of CTAs framework and  would like to know if it is possible to change the Type of some specific Reasons that they have today. For instance,  one Reason called "MMM" which is in Type = All and would like to have it in the Type = Event As of now this is not possible, is there any thought to have this ability in the future? Possibly in Mass?  

18
Ester.Memoli
Team Captain
1 year 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
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
T
Shoshin
TommyShoshin
shared in CS Product Ideas

Ability to Edit Success Plan Fields via Rules EngineAcknowledged

While it is possible to create a  new success plan via the rules engine, it would be great to be able to update it or the Success Plan table as well. This would allow us to keep users in one place instead of having to jump back and forth between systems to make sure they have the most up to date information.    Additionally, this would allow us to add additional details to a Success Plan and how it is tracking towards completion based on how we define progress (weighted values for each  Objective)

16
Anil Raj Pujari
Gainsight Employee: Rookie
1 year ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Set Display Name for Reports in DashboardAcknowledged

We have a number of different dashboards which ultimately have the same types of reports on them, but for different filters. I’d like to have the names of the reports which are shown on these dashboards as simple as possible, e.g. “Customer List”, “By Health”, “By Stage” but I cannot save multiple reports with the same name (to satisfy each dashboard view) so have to instead add extra information which is not needed in the dashboard view (as that’s implored via the dashboard name itself), and can often mean that the names for widgets are cut off due to the length.  Ideally would be able to set a different display name for the report on the dashboard itself.   

16
S
3 months ago
ellenoangieslistcom
Champion
ellenoangieslistcomChampion
shared in CS Product Ideas

Add Template to Mass EditAcknowledged

I do the same exact mass edit multiple times a week (close CTAs for reps who have left the company).  It would be great if I could have a drop down template to show the mass edit criteria i specify.  I tried to create a rule to close CTAs for inactive reps but since the CTAs all have different Types and Reasons it does not work.  

16
sriram pasupathi
Shoshin
1 year ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Company Person Lookup in Success PlansAcknowledged

Hi folks,  Currently, when setting up a Company Person Lookup on a Success Plan, we do not have the option to Display the name associated, since the Display Field dropdown option only shows fields associated with the object designated on the field’s lookup - in this case, Company Person - whereas the Name is on the Person object. Using the Person object for the field instead limits our abilities to Filter the field to only show results related to the Company. It’s kind of funny since the Search Fields allow for the associated object lookup fields to be used, so this seems like an oversight.  Our workaround solution for the time being will likely be to create an additional Name field on the Company Person object that gets populated by a Rule. This can lead to many issues, such as time delay discrepancies based on the Connector and the Rule, as well as duplication causing reporting confusion by other admins.  Request: allow Display options to show associated object lookup fields also, so

16
lori_dinardo
Shoshin
5 months ago
justin_bills
justin_billsRegistered User
shared in CS Product Ideas

Create a dark/night mode for GainsightAcknowledged

I'm not sure if this is on the roadmap, but I'm finding a lot more applications are coming with out with night mode, or dark mode. I'm wondering if Gainisght has any plans to do so in the future. The white background with grey/blue text is hard to read at times and I have to keep my brightness extremely low to use Gainsight at times.

15
dan_ahrens
ACE
8 months ago

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