CS Product Ideas

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722 Posts

sai_ram
ACE
sai_ramACE
shared in CS Product Ideas

Creating timeline activity via rules?Acknowledged

One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.

62
J
Gainsight Rookie
1 month ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Have the ability to clone success plans.Acknowledged

It would be cool to have the ability to clone a success plan and then manually assign that plan to either the account that you clone the success plan from or to a totally separate account. You could use this if you manually create a success plan and like the layout but your use case isn't valid enough to create a whole rule around it.

32
heather_hansen
ACE
6 months ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Ability to edit all Timeline entriesAcknowledged

Currently, the only user that can edit a Timeline entry is the user that created said entry. It would be good if there was some kind of permission that would allow an admin to edit all Timeline entries, regardless of who created it. Is there anything like this on the roadmap?

22
kvanderwyk
Gainsight Rookie
8 months ago
rahul_prayakarao
Gainsight Employee: Veteran Rookie
rahul_prayakaraoGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Exporting data out of GainsightAcknowledged

Hello Everyone, I would like to know if you are looking to export data from Gainsight into any BI application (like Power BI, Looker, etc.) or Data warehouse (like Snowflake, Azure Data lake, etc). Please leave your comments below. Your inputs will help us in creating a roadmap for this.

33
duncan.young
Gainsight Rookie
2 months ago
sarah_coote
Gainsight Rookie
sarah_cooteGainsight Rookie
shared in CS Product Ideas

Insert table in 360 Timeline ActivitiesAcknowledged

It would be great to be able to either insert or copy and paste tables into the logged Activities for Timeline 360. If I copy paste at the moment, it pastes as text and loses all table layout

22
gopal_rao_kallepu
Gainsight Employee: Rookie
2 months ago
K
krispilsGainsight Community new member
shared in CS Product Ideas

success plan mandatory fieldsAcknowledged

to have the posiblity to add mandatory fields to a suceess plan

18
mary_taylor
Veteran Rookie
3 months ago
gurukiran
gurukiranGainsight Community new member
shared in CS Product Ideas

Manual CTA for multiple accountsAcknowledged

Apply CTA for multiple accounts Manually. Scenario: if a user has to go through a process of adding a CTA manually and has to replicate this for all the accounts that he/she is responsible for, currently the only way is to get into a Customer360 page for all the accounts and create the CTA or through the Cockpit Tab. It would be easier/convenient (flexibility) if the user is allowed to select multiple accounts from a drop down while creating the CTA. 

40
sriram pasupathi
Gainsight Rookie
11 months ago
acote
Veteran Rookie
acoteVeteran Rookie
shared in CS Product Ideas

Ability for Admin to Login in as a User in NXTAcknowledged

Currently, we (admins) are able to log in as a different user via Salesforce in order to troubleshoot but this is not a feature in NXT. We are planning on moving some of our users who do not need Salesforce licenses to Cloud only access which will vastly limit the amount of troubleshooting I can do on my end when end users have issues. It’d be great if this feature was available for super admins in NXT.

18
sacha
Gainsight Rookie
3 months ago
brittany
Gainsight Rookie
brittanyGainsight Rookie
shared in CS Product Ideas

Be able to add milestones from TimelineAcknowledged

First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added elsewhere were visible here, but even better would be if we could add Milestones as an option for the type of Activity logged.

21
Chirag
Gainsight Rookie
10 months ago
luke_quanstrom
luke_quanstromGainsight Community new member
shared in CS Product Ideas

Assign group CTAsAcknowledged

I need the ability to create and assign CTAs to a group of individuals. Is this available? On the roadmap? 

28
P
1 year ago
chris_marconi
chris_marconiGainsight Community new member
shared in CS Product Ideas

Is there a way to export playbooks?Acknowledged

Looking to export the playlist so I can review with my manager and we can finalize on what tasks we want associated with each playbook.  Would be nice to have a paper copy, for review. Thanks!

30
sacha
Gainsight Rookie
11 months ago
HollySimmons
All Star
HollySimmonsAll Star
shared in CS Product Ideas

Set Display Name for Reports in DashboardAcknowledged

We have a number of different dashboards which ultimately have the same types of reports on them, but for different filters. I’d like to have the names of the reports which are shown on these dashboards as simple as possible, e.g. “Customer List”, “By Health”, “By Stage” but I cannot save multiple reports with the same name (to satisfy each dashboard view) so have to instead add extra information which is not needed in the dashboard view (as that’s implored via the dashboard name itself), and can often mean that the names for widgets are cut off due to the length.  Ideally would be able to set a different display name for the report on the dashboard itself.   

16
S
2 months 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
20 days ago
jen_pakravan
Gainsight Rookie
jen_pakravanGainsight Rookie
shared in CS Product Ideas

Allow Timeline Activities to be ClonedAcknowledged

Right now, CSMs have to add a lot of the same information into Timeline Activities when they're creating them for the same account. A lot of them have requested that they be cloneable and then editable (similar to the functionality for rules).

17
anirbandutta
3 months ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Export directly from Data ManagementAcknowledged

Currently if we want to export data that is housed in the MDA, we need to either build a custom report and export it, or build a rule that exports to S3. Is there anything on the roadmap that will allow us to just export a table straight out of the MDA (Data Management)?  This would be a bit easier since I would not require any extra configuration to retrieve the data.

10
R
Gainsight Rookie
1 year ago
jessica_brunelle
jessica_brunelleGainsight Community new member
shared in CS Product Ideas

Ability to Clone CTAAcknowledged

It would be helpful to have the ability to clone CTAs. For example, on our team each CSM manually creates CTAs so that we have visibility into when customers are launching various modules and when we have blackout dates aligned with new product release. It would be great to be able to clone a CTA so that we are not manually inputting the same information with each CTA creation.

10
haleylund
Gainsight Rookie
3 months ago
devin_stevens
Gainsight Employee: Champion
devin_stevensGainsight Employee: Champion
shared in CS Product Ideas

Email to Timeline - Attaching to CTAsAcknowledged

Due to the nature of the contacts in my meetings/emails, many of my emails sent to Gainsight end up in draft. It would be very helpful to be able to take these drafts from global timeline and attach them to a CTA (not just company/relationship). Is this on the roadmap?

6
M
1 year ago
justin_bills
Gainsight Rookie
justin_billsGainsight Rookie
shared in CS Product Ideas

Create a dark/night mode for GainsightAcknowledged

I'm not sure if this is on the roadmap, but I'm finding a lot more applications are coming with out with night mode, or dark mode. I'm wondering if Gainisght has any plans to do so in the future. The white background with grey/blue text is hard to read at times and I have to keep my brightness extremely low to use Gainsight at times.

15
dan_ahrens
ACE
7 months ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Timeline Activities: Changing the AccountAcknowledged

It has come up twice in the past two days where CSMs have accidentally entered timeline activities on the wrong account. Would be nice if they could go to the Global Timeline tab and change the account there once the activity has been created. Currently, I've been just instructing them to recreate using the Copy to Clipboard option, but obviously, it would be easier if they could just move them.

10
andreammelde
Golden Ruler
4 months ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Company Person Lookup in Success PlansAcknowledged

Hi folks,  Currently, when setting up a Company Person Lookup on a Success Plan, we do not have the option to Display the name associated, since the Display Field dropdown option only shows fields associated with the object designated on the field’s lookup - in this case, Company Person - whereas the Name is on the Person object. Using the Person object for the field instead limits our abilities to Filter the field to only show results related to the Company. It’s kind of funny since the Search Fields allow for the associated object lookup fields to be used, so this seems like an oversight.  Our workaround solution for the time being will likely be to create an additional Name field on the Company Person object that gets populated by a Rule. This can lead to many issues, such as time delay discrepancies based on the Connector and the Rule, as well as duplication causing reporting confusion by other admins.  Request: allow Display options to show associated object lookup fields also, so

16
lori_dinardo
Gainsight Rookie
4 months ago
david_03d4e4
david_03d4e4Gainsight Community new member
shared in CS Product Ideas

Close Multiple CTAsAcknowledged

It would be awesome if there was a way to close multiple CTAs from the Cockpit view at one time.  

14
S
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
26 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
7 days ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Create CTAs in the Mobile AppAcknowledged

Hey guys, I'm posting this on behalf of a customer who mentioned that she thought it would be good if users could create CTAs from the mobile app.  She says that her users are not in front of their computers all of the time but that she thinks that the usability of the app would be greatly improved if users had the ability to do more than just observe Gainsight through the mobile app. Thanks! -Tom

18
anirbandutta
1 month ago
britton_walker
Champion
britton_walkerChampion
shared in CS Product Ideas

Time tracking integrationsAcknowledged

Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? Ideally we'd have a button associated with each CTA/task that starts and stops a timer then loads the time to a field in that CTA/task. I understand that is a bit of a pipedream, but the closer we can get to it the better. Thanks!

27
K
4 months ago

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