CS Product Ideas

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  • 247 Posts
  • 25,335 Replies

247 Posts

C
Shoshin
carissa curtisShoshin
shared in CS Product Ideas

Email Assist Attachment LimitationWorkaround Available

Hello Gainsight Community, I’m struggling a bit with the size limitation when using email assist. We’ve developed a CTA for New Client Setups and part of the playbook is sending the fully executed contract to our services team to arrange the customer setup and kickoff call. For this task I created an email template that auto populates 80% of the information the CSM sends to services (big win) however, the size limitation in email assist is making thing difficult. More than ½ our contracts are larger than 2M making the email template unusable. There are other instances where we may need to scrap the email assist due to this size limitation. Before doing so I wanted to check with the community on any workarounds or ideas...thanks!

15
C
1 month ago
S
Shoshin
Saichand MoturiShoshin
shared in CS Product Ideas

Ability to Modify CTA type after creating CTA in cockpitWorkaround Available

One of our customer reached out to us saying, If we can modify the CTA type after creating CTA, Tried checking  looks like it is not editable once we create CTA.

4
F
1 month ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

GS Asset Usage Tracking Object - New field requestsWorkaround Available

I love the addition of this object for horizon analytics. One thing that would make a massive improvement on it is the inclusion of some kind of Active boolean field. Essentially, I have a few reports based on this object that look at stale assets. What I’m now running into is that when a report or dashboard is deleted, it’s record still persists. This is fine, but now they’re showing up on my stale asset list because no one has used them which is obvious as they have been deleted. I can filter them out manually, but that gets really clunky, especially if I’m filtering on asset name on a report level, but have an asset name global filter on a dashboard - that could potentially get me undesired results. If assets were marked as Active = false when they were deleted, it would be an easy filter add to reports where you only wanted to look at usage for active assets. This would also allow you to retain some historical data for deleted assets.

5
bradleymcg
Grand Slammer
2 months ago
cmultanen
Champion
cmultanenChampion
shared in CS Product Ideas

Ability to Use S3 Datasets in Program Query BuilderWorkaround Available

It would be very nice if admins could create and use S3 datasets when building Program participant sources with the Query Builder tool. Alternatively, if there was the option of create PowerLists from Bionic Rules, that would also be very helpful!

11
darshana.shah
Team Captain
2 months ago
B
Shoshin
bencjaxnShoshin
shared in CS Product Ideas

auto fill email/ names on internal/external section for timeline activitiesWorkaround Available

I got this from one of our CSMs:   You know what would be cool?   If Gainsight had the ability to scan the emails we put in, or the names, and auto-include them on the Internal/External section. For timeline activities.   That would be really cool.

3
A
2 months ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Create CTA's based on a CSV.Workaround Available

At the moment you can only create CTA's manually on the account page or through rules engine but it might be a cool idea in the future to have the ability to create CTA's based off a CSV as long as it has a valid Account ID in the CSV.

8
ben_daniels
2 months ago
katerina_nemcova
Champion
katerina_nemcovaChampion
shared in CS Product Ideas

Email Assist - emailing multiple accountsWorkaround Available

Hello   Is there a way for our CSMs to use Email Assist to reach out to contacts across multiple accounts, without the need to create multiple CTAs - one per each account? For example - Linda looks after 25 low touch accounts and needs to follow up with the contacts from these accounts - the template is already created in Email Assist but currently she can email only one account at a time, rather than all her contacts.  Any ideas other than using JO which we don’t want all CSMs to use? Our team just use their Outlook emails, and don’t even use the BCC to TL link as it requires a specific account to log the coms to, rather than logging it to multiple accounts.  Thanks Katerina 

37
anirbandutta
3 months ago
jean.nairon
All Star
jean.naironAll Star
shared in CS Product Ideas

UI bug when going to a 403 pageWorkaround Available

I saw this issue today when I was take to a 403 page. There were multiple menu items that appeared on the right. They all functioned correctly but there’s a few too many. This is in the SFDC version. I saw this page when I tried to look at a Timeline activity that I do not have access too.   

6
B
3 months ago
S
Gainsight Employee: Shoshin
Syam SunderGainsight Employee: Shoshin
shared in CS Product Ideas

Include the opportunity id in the export file of Renewal CenterWorkaround Available

Hi Team,Customer has the use case that a Sales Manager could go into the Renewal Center and be able to download and compare with data from other systems of operation. Currently, we are not including the field: ”Opportunity ID”  as part of exportable reports from the Renewal Center. Can you please look into this and include this field in the export file from the table view.Thank you. 

1
Swaraj
Shoshin
4 months ago
ana_g
Olympian
ana_gOlympian
shared in CS Product Ideas

Percentage formula field in Report BuilderWorkaround Available

We seem to constantly need new rules to create new percentage fields. It would be wonderful if we could do so in report builder where we already pull in the relevant numerator and denominator fields (though I suppose there would be some additional grouping needed.)

12
sacha
Shoshin
6 months ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Data Designer Date Filter by Fiscal YearWorkaround Available

In Data Designer, you can filter by Calendar Year and Quarter but not Fiscal. This would be great to have by Fiscal as we have our FY from 2/1 - 1/31 instead of calendar. In reporting, this can be done on FY so would be great to have this in DD filtering as well

4
sacha
Shoshin
6 months ago
bryan_zwahlen
bryan_zwahlenRegistered User
shared in CS Product Ideas

Cockpit Collapse - Expand AllWorkaround Available

It would be helpful to have a Collapse All - Expand All toggle at the top that is sticky.

21
K
7 months ago
edgar_ramirez
edgar_ramirezRegistered User
shared in CS Product Ideas

Need to know if rule is active/inactive on Data ManagementWorkaround Available

We have lots of MDA subject areas (and rules!). We go to Data Management and dependencies section to see what rules are related to our specific objects. I'd love to be able to see in the dependency section of Data Management if the rule is active or inactive Thank you!

6
psutela
Shoshin
7 months ago
bradleymcg
Grand Slammer
bradleymcgGrand Slammer
shared in CS Product Ideas

GS Assist for Outlook - Log to Timeline StatusWorkaround Available

This was a request from one of my end users and I don’t see this functionality but it would be super useful. Basically, what I would like to see is something similar to the timeline log status that you can get in Gmail/Chrome, but in outlook: As far as I can tell, right now you need GS assist open and the email in question open to see if it is logged, but there’s no way to look at a folder in outlook and quickly see what has/hasn’t been logged. P.S. if this is currently possible please show me the way.

6
anirbandutta
7 months ago
imran1184
Shoshin
imran1184Shoshin
shared in CS Product Ideas

The tasks in SFDC without any description/comments will not be synced to Gainsight.Workaround Available

Hello Team, I am working on a issue in which I got to know that the tasks in SFDC without any description/comments will not be synced to Gainsight. How likely  it is to be implemented to fix this?

3
G
Gainsight Employee: Veteran Rookie
7 months ago
jagadeesh_kumar_paidimarri
Veteran Rookie
jagadeesh_kumar_paidimarriVeteran Rookie
shared in CS Product Ideas

Support usage of tokens in Email templates directly by using HTML codeWorkaround Available

Hi team, Posting this request on behalf of a customer.We have  given the feasibility to customer to create their Email template directly by using HTML code.However it is currently not possible to directly create tokens within the Email template by using HTML code. It would be great if we can provide the feasibility to customers to directly create tokens using their custom HTML template. Regards,Jagadeesh

8
gunjanm
Golden Ruler
7 months ago
alison_kaprielian
alison_kaprielianRegistered User
shared in CS Product Ideas

Bidirectional Sync from C360Workaround Available

As a CSM, I would like to be able to edit specific fields in C360 that will sync over to the account or any other related objects in Salesforce. I currently have to create a CTA to take advantage of bidirectional sync (which adds additional steps). I wish I could simply edit in C360 and see the changes reflected in Salesforce so that I don't have to keep changing systems.

3
gopal_rao_kallepu
8 months ago
A
Gainsight Employee: Shoshin
abhi1289
shared in CS Product Ideas

GSID is showing instead of value for a dropdown field used on Case function under Data designer data setWorkaround Available

Hi Team, Customer reported that GSID is showing instead of value for a dropdown field used on Case function under Data designer data set Thanks,Abhishek

4
O
Shoshin
9 months ago
john_apple
Olympian
john_appleOlympian
shared in CS Product Ideas

Editing a email template that is used in Playbook - fewer stepsWorkaround Available

Currently, if an email template in a Playbook is edited (simple spelling, grammar, punctation), the process requires that the Playbook task be changed to a different template, then saved, then changed back to the original template and re-mapped (if tokenized). This is too many steps when having to make small changes or updates to an email template. After the change is made and the playbook is updated, any existing CTAs also have to be updated to re-add the same Playbook - yes, this is possible with a rule but why can't the change be pushed from the Playbook editor? Within Journey Orchestrator, for example, if a minor change need to be made to an email template in use, the updates are made available immediately in the Program (Draft and Scheduled, have not tested in Active state) without having to reselect the template or remap tokens.

3
sriram pasupathi
Shoshin
9 months ago
K
Team Captain
kumaranbcakTeam Captain
shared in CS Product Ideas

Find String FormulaWorkaround Available

Hello Team,  The Find String functionality is a must needed feature. For example, please refer to the below strings. I would like to get the first part of the string from the first letter till "-”.   From “CUSTOMER SUCCESS - CUSTOMER CARE TAM” I would like to extract “CUSTOMER SUCCESS”. From "CUSTOMER SUCCESS MGMT - PSM” I would like to extract “CUSTOMER SUCCESS MGMT”. There is no way to achieve this using the Gainsight String Formulas.  In Excel, we can achieve this by writing a nested formula as below =LEFT("CUSTOMER SUCCESS - CUSTOMER CARE TAM",(FIND("-","CUSTOMER SUCCESS - CUSTOMER CARE TAM")-1))Result will be: CUSTOMER SUCCESS=LEFT("CUSTOMER SUCCESS MGMT - CMM",(FIND("-","CUSTOMER SUCCESS MGMT - CMM")-1))Result will be: CUSTOMER SUCCESS MGMTCUSTOMER SUCCESS - CUSTOMER CARE TAM   CUSTOMER SUCCESS - CUSTOMER CARE CLOUD   CUSTOMER SUCCESS - RENEWAL MANAGEMENT   CUSTOMER SUCCESS MGMT - CMM   CUSTOMER SUCCESS MGMT - PSM   CUSTOMER SUCCESS MGMT - ENTERPRISE      

4
K
Team Captain
10 months ago
zach_davis
Shoshin
zach_davisShoshin
shared in CS Product Ideas

Low Volume MDA object on C360 - Person Lookup fields show the Person's ID rather than their nameWorkaround Available

I’ve setup a C360 section based on a custom Low Volume object. I’ve added various fields to be filled out including a few Person lookups. I have discovered that you are able to search by the person’s name when creating records, but when you save the record it will then only display the Person’s GSID. Field config:  Create record view: Edit/View record view: This seems like it would be pretty basic functionality to use Person lookups in Low Volume object. Has anyone else ran into this issue before? If so, did you find a workaround outside of loading over the name via the Rules Engine?

2
pgeorge
Gainsight Employee: Rookie
10 months ago
D
Shoshin
DavidTShoshin
shared in CS Product Ideas

Transformation step for the Salesforce ConnectorWorkaround Available

In the Salesforce Connector 2.0 I can only use source and target, it would be nice to have a transformation step as well where minor corrections can be made. For instance adding case fields or additional filters.We have this option in the “Freshdesk” connector where I use a transformation step to translate the built in Priority names in Freshdesk to our reporting standard P1-P5 

3
sai_ram
Grand Slammer
10 months ago
joseph_siudzinski
Gainsight Employee: MVP
joseph_siudzinskiGainsight Employee: MVP
shared in CS Product Ideas

Internal Submission on Copilot SurveyWorkaround Available

Today, you can submit internal survey responses for a survey created not using copilot.  It would be very valuable to submit survey responses on behalf of customers for copilot surveys. There are situations where emails can't be delivered and the responses still can or need to be obtained.

8
richa_bala
Gainsight Employee: Rookie
11 months ago
alex_legay
Champion
alex_legayChampion
shared in CS Product Ideas

Restrict CSMs to only see the accounts they are assignedWorkaround Available

A request came through in support to restrict CSMs in a way that only see the accounts they are assigned to in both the C360s as well as reporting and dashboards.   I know the latter can be accomplished through various filtering but this request goes beyond that to C360s. As far as I can tell through testing, there is no way to accomplish this.

3
spencer_engel
Olympian
11 months ago
A
Gainsight Employee: Shoshin
abhi1289
shared in CS Product Ideas

For data points enabled reports success snapshot report exports overlapsWorkaround Available

Hi Team, Customer is trying to export the success snapshot for data points enabled report where the report isn’t looking quite good since the data point values are overlapped. Also there’s no option to change the size of the data point font  

5
sai_ram
Grand Slammer
11 months ago

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