CS Product Ideas

I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page. The ideal behavior is that it would auto-sort in descending order off of the date field of this report. However, there isn't a way to do this (if I put date first on t...

Gainsight Admin ability to opt-out customers/contacts from non-operational Success Communications & Surveys

Unless the customer unsubscribes from the link provided there is no way for the Gainsight Admin to opt-out the customer and/or contact(s) from non-operational Success Communications and/or Surveys. Sending a test e-mail to yourself on behalf of the contact provides an unsubscribe link that doe...

Company Intelligence - Create CTA function to limit creation of additional CTA for the same Company

The Company Intelligence feature is great! We’ve started to get some alerts on activity for our larger accounts that we can start to take action on. The Create CTA function is great addition to be able to quickly create a CTA from Slack based on Company Intelligence. I noticed that it warns you if y...

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66 Posts

Deleting Timeline Activities

Ability To Choose Default Sort Option

Article Timeline - Pros and Cons - (Thoughts and Feedback appreciated)

Formulas in REports 2.0

Customize Drill Down Field Labels

Increase ability to format Success Snapshots

Relationship Timeline & Customer Timeline

Ability to create success plan objectives and tasks via rules engine

Rules engine update ideas: Post to Chatter and Concatenate

Create timeline activity from CTA

ability to clone success plan

Timeline draft limit increase needed

What to do with old CTA Types

Changing a filter on a Report should also update the Dashboard

Dependent Picklist Support

Ability to Edit Journey Orchestrator Programs

View cockpit by tasks

Timeline feedback

Column width setting in Mass Edit report

Rules Engine: Extend expiration of Rule task processing files to 90 days

Permissions for Co-pilot, Survey, Vault, Dashboards

Tabular Reports in Journey Orchestrator

Managing Opt Out for Multiple Campaigns

Gainsight Admin ability to opt-out customers/contacts from non-operational Success Communications & Surveys

Company Intelligence - Create CTA function to limit creation of additional CTA for the same Company

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CS Product Ideas

Article Timeline - Pros and Cons - (Thoughts and Feedback appreciated)

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