CS Product Ideas

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  • 25,335 Replies

1113 Posts

K
Shoshin
kytpowellShoshin
shared in CS Product Ideas

Unable to remove Add to Destination in ConnectorsUnder Consideration

Not sure if this is a bug or how it is supposed to function, but I am unable to remove the Add to Destination task in my connector job. I needed to add an additional merge task but now I am unable to add a destination based on my new merge. Is this how it is supposed to function and I have to create a brand new job from scratch?I even attempted to remove the daily schedule runs for it to see if that would impact it, but it did not. 

5
HollySimmons
All Star
21 hours ago
travis_floyd
Veteran Rookie
travis_floydVeteran Rookie
shared in CS Product Ideas

Allow the same level of Global Filter configuration on Gainsight Home as is available for DashboardsUnder Consideration

The limitations of the GS Home filters are now even more apparent now that we can have different GS Home Layouts and assign them to other users.  In the current configuration the Cockpit and Timeline sections of Gainsight home are filtered to the CTAs and TL Entries that are linked to the COMPANY objects that the user filter identifies.  If the User (CSM, TAM, etc) has CTAs or TL entries linked to companies outside that filter logic, they do NOT show up.  This became very apparent when we made a layout for our TAMs who support many customers where they are not the “dedicated” TAM on the account, and their CTAs and TL entries do not show up in GS Home.Another issue with the limited configurations is the inability to apply a filter to a different data object other than Company or Relationship.  This makes it impossible to filter Data Designer data sets, or SalesForce Data sets like you can in the Dashboard Global Filters.  I get that it is trying to make it simple, or easy, but limiting

3
bradleymcg
Grand Slammer
4 days ago
S
Shoshin
sai33335Shoshin
shared in CS Product Ideas

Reassign ownership of CTA when CSM of a company changesUnder Consideration

Reassign ownership of CTA when CSM of a company changes. It must happen automatically instead of using Mass edit to change ownership.

13
jamie_anderson
Shoshin
4 days ago
logan_t
Shoshin
logan_tShoshin
shared in CS Product Ideas

Tracking Email Responses in Journey OrchestratorUnder Consideration

Gainsight is currently able to report on emails that were opened which have been sent by Journey Orchestrator. However, it would be incredibly helpful if we were able to also report off of if Emails have been responded to, that were sent by Gainsight! Being able to use this information would be exceptionally helpful in Programs, where an email chain might use a Conditional Wait to only send a follow-up email to those who have not yet responded to the email sent by Gainsight. Having this extra granularity would be great! Any idea if this is possible? If so, is there an ETA on when something like this might be available? Thanks for the time!

16
anirbandutta
4 days ago
anirbandutta
anirbanduttaGainsight Community Manager
shared in CS Product Ideas

Sort Ideas based on Product feature areasUnder Consideration

We have Product Area categories to have focused Discussions but not so for Ideas which stack all posts together without an ability to sort.Something like this for Ideas would be highly usefulCustomers as well as Feature PMs will greatly benefit from being able to filter Feature requests per Product Area.

4
darkknight
ACE
5 days ago
jess_hall
Shoshin
jess_hallShoshin
shared in CS Product Ideas

Increase character limit when emailing to TimelineUnder Consideration

Is there a way to increase the character limit when emailing to TImeline? Or a different alternative to the solution of encountering the limit? I don't like the idea of miles long email chains being logged, but how else can Email to Timeline be used if the chain is long?

20
N
5 days ago
davebrown2242
All Star
davebrown2242All Star
shared in CS Product Ideas

Update scorecard 2.0 score measures from Timeline viewUnder Consideration

We have a CSM Sentiment measure that our team prefers to manually set the score and log an update on the measure timeline. Today they need to navigate to Scorecard 2.0, click on the measure score, & set the score from the scorecard view THEN the click into the measure & log an Update activity. Set Scorecard 2.0 Manual Measure ScoreSeems odd that the measure score on the left allows setting of the score and not the measure score on the right…. Why not allow both to have the Set Score capability?   This would save some clicks and optimize the process of manual scorecard measures.   Thanks.

7
shantan_reddy
Shoshin
6 days ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Merge relationships.Under Consideration

Posting on behalf of a customer. Recently we’ve released the company merge feature but customer is inquiring about the ability to merge relationships either at the relationship level or at the company level without having to merge the companies. I don’t think we have this functionality but thought it might be a good idea and wanted to inquire if this was being looked into.

18
mindy
Shoshin
6 days ago
ana_g
Olympian
ana_gOlympian
shared in CS Product Ideas

Ability to pin a Timeline activityUnder Consideration

Our client timelines are reviewed by a number of different users, from CSMs to Management to others who support the account and need to quickly sift through Timeline activity notes to pull details for QBRs. It would be helpful if the CSM could pin a particular Timeline activity to the top of the Timeline to flag for review by others. So for example, if the CSM logs an update, he/she would include the most important points in that activity so others don't have to spend time reading all of the long email chains, etc. just to get to what they need, while CSMs won't need to change their process of logging activities.

14
B
Gainsight Employee: Rookie
11 days ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Color palette for CTAs in NXTUnder Consideration

Oof...what is with the pastel color palette for CTAs in NXT?  It doesn’t match the rest of Gainsight - and we don’t have control over changing this.  Admins should be able to define the color palette used across the product.  

16
anirbandutta
11 days ago
V
Gainsight Employee: Shoshin
vijayasaileshGainsight Employee: Shoshin
shared in CS Product Ideas

Columns do not sort in Person section of C360Under Consideration

We cannot see Person section in C360 in a sorted order and even we cannot sort manually

4
S
Gainsight Employee: Rookie
12 days ago
T
Shoshin
tracyhigginsyoungShoshin
shared in CS Product Ideas

Rich Text Format for Rules Engine for ScorecardsUnder Consideration

We would like the comments section in the Timeline entry for Scorecards which is periodically pushed through the Rules engines to show text that can be easily read.  Right now it pushes run-on sentences that makes for a poor user experience.  This may be a bug vs. Idea.   

6
johntrask_bt
Veteran Rookie
13 days ago
josh_grigone
Gainsight Employee: Veteran Rookie
josh_grigoneGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Set custom close status when closing CTAs by CTA ID in Rules EngineUnder Consideration

Hi all, As it stands today, when closing CTAs by CTA ID, the status of the CTA is closed under the default Close Status as it is configured within Admin > Calls To Action > Status. As an  enhancement request, could users be able to select a CTA Status of their preference, even when closing CTAs by CTA ID within the Rules Engine? Are there any technical limitations that would prevent this? Thanks! Josh

15
J
Veteran Rookie
14 days ago
seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
shared in CS Product Ideas

Template updates for 'Email Assist'Under Consideration

When using 'Email Assist', if I edit the email template, and then add a new CTA using the Playbook that includes that email template, then the changes I made to the template are not represented. I need to go to the Playbook, delete the Email Task, add a new Email Task using the same email template (which has now been edited), and then set all of the Tokens yet again. In addition, I would need to find all the currently existing CTAs and replace their Playbooks so that they pick up the new template. My preferred use case would be that, as soon as I edit the template, it would be used immediately for any Email Tasks that are previewed/drafted after that point. Not sure if this is a bug or a feature request, but filing it under 'Problem'!

17
ssamarth
Gainsight Employee: Rookie
14 days ago
jake_ellis
Gainsight Employee: Veteran Rookie
jake_ellisGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Journey Orchestrator: Edit/Remove waits and steps within a programUnder Consideration

It seems like there is no way to swap a conditional wait for a wait timer without having to delete everything that comes after that part of the program. This is also true for an email or CTA. Knowing how the needs of customers and our interactions with them evolve, it would be a nice UX improvement to allow users to edit and adjust the flow of a program without having to recreate the entire journey. I'd like the ability to delete or swap a conditional wait for a wait timer and the ability to swap or add a new step into the program that isn't the last step.

7
PavanCh
Gainsight Employee: Rookie
18 days ago
spencer_engel
Olympian
spencer_engelOlympian
shared in CS Product Ideas

Enhanced Recycle Bin for MDA DataUnder Consideration

Now that customers can [url=https://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Data_Operation]delete their own records[/url] out of the Company and Relationship objects, I'd like to see us develop an enhanced recycle bin that will allow customers to recover scorecard and timeline data for a certain period of time (say, 30 days) before the data gets hard deleted. Right now, it's a cumbersome process for all parties (customers, Gainsight support, CSMs, etc.) to restore any accidentally deleted data.

8
vritant
Gainsight Employee: Shoshin
18 days ago
phaneendhar_lingam
Gainsight Employee: Veteran Rookie
phaneendhar_lingamGainsight Employee: Veteran Rookie
shared in CS Product Ideas

History Tracking for MDA ObjectsUnder Consideration

History tracking data is important for  trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this.   For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ;

30
benwanlessmenlo
Shoshin
19 days ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Close CTA when all tasks are closed outUnder Consideration

Customer is using a custom status for Closed CTA's (Completed = ClosedWon). When a CSM closes all of the tasks for the CTA, they expect the CTA to close out automatically. Feature request for option to close out CTA when all the tasks are completed. 

22
C
20 days ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Pinning Option For TimelineUnder Consideration

I have a client request to be able to Pin things to the Timeline feature in GS. As timeline grows and grows it would be helpful to keep relevant documents pinned to the top of the page. 

15
B
Gainsight Employee: Rookie
21 days ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Email Update with Event Trigger Limit ReachedUnder Consideration

Similar to how Salesforce.com sends admins a notification when API call limits are reached, I would love to be notified when we are close to our limit related to the following: For a Customer, 100 event-triggered rule executions are allowed in a day (24-hour period). The 24-hour period is between 12 am in a day to the next 12 am UTC.https://support.gainsight.com/SFDC_Edition/Rules_Engine/Admin_Guides/Scheduling_Rules  I did not know that I was constantly surpassing this limit until recently, and have just now found out, and am working on tightening up some rules and event calls. Had I been notified by the system, I could have avoided several internal CS Ops bug tickets and kept a smoother, more streamlined operation. 

3
K
Gainsight Employee: Shoshin
24 days ago
prathap
Shoshin
prathapShoshin
shared in CS Product Ideas

Adding Blue color in scorecard 2.0Under Consideration

Customer is requesting to add blue color in Grading scheme of Scorecards 2.0. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180409-53128-1a8rw9r-SC2_inline.png[/img] They are requesting to use the more colors as of it is in Scorecard 1.0[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180409-101327-8s88mt-SC1_inline.png[/img]

18
shantan_reddy
Shoshin
25 days ago
rozi_shuster
Shoshin
rozi_shusterShoshin
shared in CS Product Ideas

JO Automated Outreaches log to TimelineUnder Consideration

Hello!We have a lot of JO operational email programs and CSMs need to work in sync with the automation to manage the accounts. is there any plan or can we open a feature for logging JO outreaches to timeline? maybe add a feature on the JO program a flag we can check to log all emails to timeline? Thanks in advanceRozi 

14
T
27 days ago
swen
Shoshin
swenShoshin
shared in CS Product Ideas

Survey: Progress Bar / change or remove the numbering of questionsUnder Consideration

Hello,   in order to inform the participant of a survey the progress, it would be great to either have a progress bar or to be able to change or remove the default numbering. This applies in specific for multi-page surveys. The advantage is that they will be able to see when they approx. will be finished and not drop off the survey.   Thanks Swen 

4
T
Shoshin
1 month ago
joe_lott
joe_lottRegistered User
shared in CS Product Ideas

Adding a CTA by emailUnder Consideration

Hey Gainsight, I'm still getting used to the product and couldn't find this in the support page...but is there any way to create a CTA via an email?  My company is heavily rooted in outlook and we get direct emails from our client base on frequent basis, being able to shoot an email to a gainsight email address like with Salesforce Chatter would be incredibly useful. Thanks in advance!

17
anirbandutta
1 month ago
john_apple
Olympian
john_appleOlympian
shared in CS Product Ideas

Enable or disable Sally for Slack from User recordUnder Consideration

Currently, in order to enable or disable Sally for a Slack user, you have go to User Management and change the dropdown from All Users to Slack > name of Workspace > then select user and click on the three dots and choose disable or enable.It would be easier to have an option within the User record to allow Sally access for Slack enabled users similar to how License Type or Permission bundle can be modified. This is far fewer clicks when updating just a handful of users to enable/disable Sally.

4
matthew_lind
All Star
1 month ago

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