CS Product Ideas

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722 Posts

R
Gainsight Rookie
ralucagorbanescuGainsight Rookie
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
Gainsight Rookie
2 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.

0
T
Veteran Rookie
4 days ago
M
michelle_shottsGainsight Community new member
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
Gainsight Rookie
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.

5
travis_floyd
Veteran Rookie
8 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! :)

11
anirbandutta
10 days ago
varun
varunGainsight Community new member
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
10 days 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
10 days ago
sarahmiracle
All Star
sarahmiracleAll Star
shared in CS Product Ideas

GS Assist Gmail Plugin - activity date/time matches email metadata instead of date/time of email being loggedAcknowledged

Using the GS Assist Gmail Plug-in, when logging an email thread, or a received inbound email from a customer (not when logging from the Compose window), the Activity Date/Time that syncs back to GS Timeline is the date/time the email was logged, not the date/time the email was received. Meaning, that if a customer emailed me on November 10, and I was out of office that day, so I logged it to timeline on November 11 when I was back in office, the activity date/time for the email activity in timeline would show as November 11. My request is for the date/time on the activity logged in Gainsight match the email metadata of when the email was received.

6
ssamarth
Gainsight Employee: Rookie
10 days ago
spencer_engel
MVP
spencer_engelMVP
shared in CS Product Ideas

Make G360 reports more flexible for customers' adminsAcknowledged

Hi everyone - ​[url=https://community.gainsight.com/conversations/customer-ability-to-modify-g360-reports-5bc73e18e4b04588aaf86a81]I saw this post[/url] from a couple years ago about allowing more flexibility in G360 reporting. It's marked as "implemented," but I would argue that it's not really implemented. It's just telling customers to get in touch with their CSM to export all their usage data out of GonG. That's more of a workaround than a solution. I'd like to see us allow admins to access their usage data within their system out of the box as soon as they turn on the G360. Reason I bring this up is we get semi-frequent CSA requests from customers wanting our team to put together custom usage reports that they're unable to configure in the G360. This takes up quite a bit of time for our team and likely is frustrating for our customers too. If we could just let customers configure their own reports, it would be a win-win.

4
adam_bam
12 days ago
sierra_evans
Team Captain
sierra_evansTeam Captain
shared in CS Product Ideas

Dashboard Alias - Rename Dashboard WidgetsAcknowledged

I wish it were possible to rename dashboard reports to something besides the report name. I use very descriptive report names so I may distinguish them from one another, e.g.: “Renewals by Count and MRR $ CY and NY”. This coding doesn’t necessarily resonate on my executive dashboard :) Any consideration for being able to alias a dashboard widget to something cleaner than report name?

9
sagan_sherlin
Champion
15 days ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
shared in CS Product Ideas

Can we tokenize pictures in Email Assist?Acknowledged

Can we tokenize pictures in Email Assist? I know we can add one as needed but the use case is the following: Customer wants to send the pics of multiple stakeholders who will be working with the customer, RM, AM, CSM etc and these can vary based on the customer. Customer A can have RM 1, CSM 1 and AM 1 whereas customer B can have RM 2, CSM2 and AM 2.

7
ssamarth
Gainsight Employee: Rookie
17 days ago
cmultanen
Champion
cmultanenChampion
shared in CS Product Ideas

Ability to Increase Operational Email Limit for NXTAcknowledged

It is currently possible to have Support increase the operational email limit from 5k up to 40k but this is not possible for orgs on NXT. Are there any plans to allow this for NXT in the near future?   This seems like an arbitrarily low limit given that this is already possible in SFDC and requires admins to break programs into batches. If you have thousands of customers with multiple contacts, we’re talking multiple batches! 

4
B
Shoshin
17 days ago
faust_belarmino
Veteran Rookie
faust_belarminoVeteran Rookie
shared in CS Product Ideas

Change the Status of Success Plans Using the Rules EngineAcknowledged

We can create Success Plans using rules. We can close Success Plan objectives using rules. But we can't close or change the status of Success Plans using rules. I think having the ability to close Success Plans using the rules engine would be beneficial. We could close the success plans based on specific usage data or healthscores, we could automatically close success plans if a client decides to cancel, we could change the status of the success plan depending on certain fields we build out, etc etc. We can use rules to create success plans... it makes sense for us to have the ability to close success plans using rules as well.

13
L
18 days ago
anirudh_allika
Gainsight Rookie
anirudh_allikaGainsight Rookie
shared in CS Product Ideas

Make Low Volume objects editable in dashboardsAcknowledged

Hi Team   Currently Low Volume objects are editable only in C360 or Data operations page. Can we have them editable in Dashboards. This would be a game changer for many scenarios    

4
pam
Gainsight Rookie
18 days ago
W
Gainsight Employee: Shoshin
wscuphamGainsight Employee: Shoshin
shared in CS Product Ideas

Refresh Google Big Query Views/Fields Without Requiring Connector Re-AuthorizationAcknowledged

Hi Team! It seems that the current state of the Google Big Query requires that the connector to be re-authorized in order to refresh the views and fields available to the connector. This is not ideal as it makes changing and validating the ingestion of data into Gainsight very cumbersome and manual. The idea is that going forward it would be great if refreshing the available views/fields was automatic like with other connectors. Thanks! -Will

2
Ritesh Sharma
Gainsight Employee: Rookie
19 days ago
bradleymcg
Golden Ruler
bradleymcgGolden Ruler
shared in CS Product Ideas

Email Logs to Email Log v2 EquivalencyAcknowledged

Incoming wall of text - Email Assist 2.0 (formerly known as Email from Anywhere) starts a countdown on the life of the MDA object Email Logs. Meaning, asset/process referencing that object will need to point to Email Log v2. This post has a couple of requests for Gainsight @andutta or @Cornelia some help getting this to the right people please :)). Below is a table of what I have mapped so far. While most of the fields are pretty self explanatory, I thought it would be helpful to map the fields from one object to their equivalent in the other, for easier reference. Note that I’m not 100% on all of these. My requests to Gainsight are:Can someone from Gainsight validate/correct the below table? If in the meantime anyone from the community wants to contribute with a confirmation, correction or addition please feel free to do so and I will make updates when I can. When a new object is made that duplicates some or all of an existing object, can this type of table me made published and avail

7
anirbandutta
19 days ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

CTA Linked Objects to Multiple RecordsAcknowledged

It would be great to have multiple records linked to a CTA. This would be helpful as we have some CTAs fire for the the an aggregation of time to help not overwhelm the CSMs cockpit. For example, being able to have multiple survey responses linked to on CTA based on the Company ID  so that the CSM can receive 1 CTA but can follow up to multiple responses.

3
johntrask_bt
Veteran Rookie
24 days ago
sarahmiracle
All Star
sarahmiracleAll Star
shared in CS Product Ideas

Configure Journey Orchestrator JO programs to skip weekendsAcknowledged

While workarounds exist, they are not ideal and have limitations. Journey Orchestrator would be greatly improved if a baked-in ability on the feature existed that allowed you to skip weekends for time periods (conditional waits, static timers, etc).Related articles: 

6
PavanCh
Gainsight Employee: Rookie
24 days ago
O
Gainsight Rookie
obarretteGainsight Rookie
shared in CS Product Ideas

Filtering on Time of DateTime FieldAcknowledged

We are looking to set-up rules that will run every 2 hours and would want to be able to filter on the time at which it was last modified/created. Is this something possible?Since the rules will run every 2hours, we would like to filter Date >= Substract N hours from date We are updating data in SF and it is increasing the number of records to update Thanks!

3
jordan_cook
Gainsight Rookie
1 month 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!

10
keith_mattes
Champion
1 month ago
S
salmamohamedGainsight Community new member
shared in CS Product Ideas

Sync tasks to calendarAcknowledged

It’s nice to be able to sync activity and cta’s, but it’s not really valuable as you cant sync tasks yet. I would only use this feature to be reminded of what I have to do. 

6
andreammelde
Golden Ruler
1 month ago
sam_buddery
Gainsight Employee: Team Captain
sam_budderyGainsight Employee: Team Captain
shared in CS Product Ideas

Make Global Sections in C360 more obviousAcknowledged

The ability to share sections across layouts is really powerful but the UI at the moment does not make it clear that it is there to use. Would be better to default to encouraging sections to be global rather than local  

4
sam_buddery
Gainsight Employee: Team Captain
1 month ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
shared in CS Product Ideas

NPS 2.0 Logo SizeAcknowledged

Hey Team, I was speaking with a customer today who is very excited about NPS 2.0 but would love to be able to edit the size of the logo. Do we see us being able to do this in the future?    

4
S
1 month ago
jessica_owens
Veteran Rookie
jessica_owensVeteran Rookie
shared in CS Product Ideas

Does an Admin have the ability to edit a Timeline entry that they didn't create?Acknowledged

I’ve been reading through a few posts about this and wanted to ask the question to confirm - can an Admin edit (change selections to dropdowns and other content) in a Timeline entry that they didn’t author?If so, how?Thanks!

10
abeck0625
Gainsight Rookie
1 month ago
hardik_mota
Gainsight Employee: Champion
hardik_motaGainsight Employee: Champion
shared in CS Product Ideas

Support lightening custom domain in SFDC connectorAcknowledged

Hi Team, We have a customer who is creating SFDC connector using custom domain as "https://********.lightning.force.com/" Due to this, we are unable to authorize connector and resulting in "Token null - Authorization failed" issue. As a workaround, we are using "https://*******.my.salesforce.com/" as "custom domain" and it works fine. Can we please support lightening domain as "https://********.lightning.force.com" while creating SFDC connection ? SS : [url=https://cl.ly/142b4a855042]https://cl.ly/142b4a855042[/url] Best, Hardik

6
jessie_brainerd
Gainsight Rookie
1 month ago

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