CS Product Ideas

We need to be able to filter data on boolean attribute = false in rules engine as well as in report builder. We use boolean attributes for a variety of purposes, such as indicating whether or not a user/account uses a product or whether they’re opted out from CS comms. We build rules based on boolea...

Ability to Customize Slack Notifications to Individual CSMs via JO/Rules Engine (think custom alerts)

Our CSMs are big users of Slack and are more likely to act on a Slack notification than an email that gets lost in the inbox. While I see that there are out of the box notifications available in NXT, is there a way to create custom notifications to appear when usage drops or a client health score ch...

Is there a way to remove the Comments section from the R360 Summary Section?

I like the new Summary Section that was added in the Aug 25 release for R360 but we now have Comments in the Summary Section and the Account Details Section. I could remove the Comments in the Account Details section but I would prefer to remove from the Summary Section. Is there a way t...

Second Attributes Section

We are working to streamline the way our CSMs work in Gainsight and Salesforce to keep them from having to toggle back and forth on accounts. We have a section on the Account Record where our CSMs track different aspects of churn (why, how much, when). I'd like to be able to have a section in the C3...

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23 Posts

Can we ignore the inactive users in the Gainsight home filters

Filter on boolean attribute = false

Ability to Filter CTA Reasons on CTA Type

NA makes far more sense than NULL in report results from a user perspective.

Deactivate Playbooks

Create a Salesforce Opportunity using Rules Engine

Match values in Adoption explorer without case sensitivtiy

Ability for Users to create recurring CTA

Report Builder (HA) should default to 0 decimals when aggregation is applied

Import tableau visualizations to Gainsight Dashboard

[Shared C360] Be Able to Control OTP by Customer/External User

Custom Colors On Reports Built Off Dataspaces

Any vs All Users

Email Validator

Double click as a usability enhancement to drag and drop

Data Designer - Promote Number of Records Shown Toggle in UI

Customer want to update company person record based in Person iD only

Can we get license type filter show up in Permissions Bundle rules

Lookup on Standard and System objects from Custom objects

Show original success plan field names if changed

Ability to Customize Slack Notifications to Individual CSMs via JO/Rules Engine (think custom alerts)

Is there a way to remove the Comments section from the R360 Summary Section?

Second Attributes Section

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