CS Product Ideas

Please add the "CTA Due Date" to the "Next Task Due Date" field for CTAs that have no tasks assigned to them.

The addition of the “Next Task Due Date” is a good step toward restoring a sort functionality in the new Horizon Experience Cockpit, but it does not take into account CTAs that have no Tasks. Currently users have no way to sort ALL of their CTAs and Tasks in the order of a comprehensive due date, l...

Could we add the "export to S3" functionality that exists in the Rules engine to Report Builder?

I have run into a situation with a customer where she needed to export the datasets from four large (in excess of 25 Mb) reports, but was unable to access the entire report due to current UI limitations. The resultant CSV's were larger than could be sent via Gmail. In the end, we were able to rebuil...

Ability to export/report on Permission Bundles

Sister ticket of I just converted to NXT (and yes I am open to accepting sympathies via DM) and now that we’ll be using Permission Bundles more, we MUST have a way to export and report on users assigned to Permission Bundles.When you have 2000+ users, the user display of 10 users at a time just doe...

Group by Numeric Fields in Reports

Gainsight doesn't have the ability to add numeric fields to the By section of a report. We have a need to generate reports that group customer information by numeric fields in order to see the number of accounts that have the same number for a given field (e.g. X customers have an overall health sco...

Custom unsubscribe list

This is an idea that stems off that fact that we can't load to the Unsubscribed Emails object in the MDA. If we could do this, it might be irrelevant. What if there was an option to determine unsubscribes with a Gainsight Connect like sync from Salesforce? Many customers have custom opt out fields...

Logging Activities: Use the Person Object for External Attendees

Our CSMs often work with people that are on the Person object but not the Contact object. When logging activities related to those people, they have to add their name in the notes instead of adding them as "External Attendees." Since the Person is a relatively new feature, are there plans to be able...

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1138 Posts

Report on who closed CTA / Task

Allow Case Record Type selection when creating a Case from a CTA

Ability To Customize c360 Export

CTA for Activities not related to an Account

Ability to format report widgets

Need a way to delete Inactive customers from Gainsight with a Rule

Success Plans- Attaching external documents

Report Builder: Add ability to colorize widgets when displayed on a Dashboard

Annotating & Notes on Journey Orchestrator Configuration

Make Sponsor Tracking more reliable

Ability to change CTA types and reasons

Assign CTAs to a CSM Pool or Queue

Adding Account Team Members through Gainsight

Copy/paste into email templates

Modify Advanced Outreach query after it is published?

Download participants from a program

Custom Headers/Footers for Email Templates

Enable mass edit the activity timeline object

Visual customization of CTA by status for cockpit view

Please add the "CTA Due Date" to the "Next Task Due Date" field for CTAs that have no tasks assigned to them.

Could we add the "export to S3" functionality that exists in the Rules engine to Report Builder?

Ability to export/report on Permission Bundles

Group by Numeric Fields in Reports

Custom unsubscribe list

Logging Activities: Use the Person Object for External Attendees

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