CS Product Ideas
Submit product suggestions
- 399 Posts
- 25,145 Replies
Deletion via Rules EngineNot Planned
Being able to delete from Objects in SFDC and MDA via the rules engine. We all understand that this is a risky feature to deploy. But there are some use cases that are compelling enough to warrant this request. Any please post your use cases below in the comments and like this post if you support this feature.
Restrict ability to delete CTAsNot Planned
Team, Bringing forth an idea brought to me via the support channel - are we able to restrict certain end user's ability to delete CTAs? I understand these are embedded within a Visualforce page, but it may be beneficial to limit some users ability to delete CTAs, based on profile or permission set etc. Are there any technical limitations to this? Many thanks, Josh
We'd like to have the ability to have a CTA sync with a Salesforce task directly, without having to create a task off the CTA. This is important for giving visibility to non-Gainsight users of activity done by the AM, and keep things simple for the AM when documenting interactions with the Customer. As a side note, I thought this Idea was previously posted but couldn't find it. thanks Kristin
We just rolled out Gainsight last week and the top question I’m getting is “how do I stop things from opening in a new tab?” I know there’s mixed opinions from the community on whether people want a new tab or not - I would love to see individual users have this level of control since there is no standard opinion.
I understand that we can enable Bionic pickplist labels which exposes dropdown list values in the rule export or execution results. But what if, I need to do some transformation like concatenation -- framing a Product name using concat( Opportunity Name, Product Type) where Product Type is a Dropdown item. Now the result is coming like this -ABC Opportunity 1I0054W9FAKXZ0H26HOVC484TSFM5160JI8N. As a workaround I am using Case expression. But would like to if there is any future enhancement with regard to this?
Hi team, The way we have an ability to show which section of Gainsight should be as default home page in SFDC? https://community.gainsight.com/cs-best-practices-19/can-you-choose-a-default-landing-page-for-when-you-log-into-gainsight-692?sort=likes.desc Is there is any possible way we could do this for NXT as well, Like the Home page, showing cockpit, rather than showing Dashboard?
I think some of the changes made to the Scorecard Mass Edit visualization in Horizon Analytics are great, particularly the combining of setting the score and logging a timeline entry in a single action. The changes to the score display (captured below), however, is not eliciting much favor from the users with whom we shared this yet. It was easier to compare columns side by side at a quick glance because the format was the same and there wasn't any wasted/white space. From an internal leader: “I understand the idea behind a ‘streamlined / minimalist’ design, but this particular feature used to benefit from "at a glance" visibility into how a customer was doing. This reduced footprint for the health score color means I have to physically trace across the customer and can no longer benefit from ‘at a glance’ sense of the business. White space does not add value.”Hoping others out there share this sentiment and that GS will provided a restored view that shows the blocked colors but reta
Would be very helpful to select columns in tabular reports where you could wrap text, especially if the Column Headers names are longer than the data that resides in the column. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180308-124111-1b3d6ly-Screen_Shot_2018-03-08_at_7-35-50_AM_inline.png[/img]
Milestones as default view in UsageNot Planned
In the Usage section of the 360 the screen defaults to Adoption. It would be great if you could choose which tab is the default. We would prefer to default to Milestones instead of Adoption. In addition, Milestones should be allowed to sort by newest to oldest vs. the default of oldest to newest. This could be a very useful screen for sales, mgmt. or execs to view the account history/status.
Tags for NXTNot Planned
Hi team, it would be absolutely amazing if we could create and edit tags within Gainsight NXT. It wasn’t immediately clear to us during the initial implementation that tags were a Salesforce-only feature. We understand that it’s possible to define criteria according to Rules Engine, but tags are a more end-user friendly way to segment and identify customers and their behaviours.
As admins well know, every click counts. Would be such a time saver if you could select all the fields you want to add to a Report or a Rule by using checkboxes - similar to how you can do that on graphs and charts: (Bonus points for a "Select All" option in the Report Builder) Graphs: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180502-55446-1g2cm97-Screen_Shot_2018-05-02_at_9-38-25_AM_inline.png[/img] Mockup of similar in main Report Builder selection: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180502-112632-1iipqva-Report_inline.png[/img] I can always reorder them the way I want after I have all fields selected. Mockup of similar in Rules Engine: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180502-101182-15r3vh4-Rules_inline.png[/img]
I would really appreciate the ability to have multiple 2.0 scorecards running for each account. My use case: I have my customer health scorecard, which is keeping track of things like CSM sentiment, NPS score, Support tickets, etc. I also want to have a scorecard to breakdown our customer's usage into each of it's features. We have different features that customer will pay differently for, and we want to make sure that customers are using the features they're paying for. The features fall into three categories, Core, Premium and Pro. I want to have an rolled-up score for each of those categories as well as an overall score for all the features. Currently, I need to have both of these scorecards merged together on one scorecard. This causes problems for a few reasons: [list=1] [*]The scorecard is very large and hard to read. Even with each of the three Features tiers grouped together, I can't put those groups into a "features" group on their own because scorecards doesn't support ne
Show NPS survey responses in TimelineNot Planned
A CSM just asked me if it was possible to show NPS survey responses in Timeline. It would be great for that context to be visible. For us, it would be important that the Timeline record for the survey response be pulled in live, not copied into the Timeline MDA object(s). We have to load the comments into the NPS response after the survey is complete, since the NPS Comment field in the survey cannot be set to required ([url=https://community.gainsight.com/gainsight/topics/set-nps-comment-to-required]feature request logged here)[/url]. So, if that record were already copied to Timeline, then the Timeline would not pick up the comment once we'd loaded it in.
We’re doing a little spring cleaning and I noticed that there is no dependency section for objects used in JO programs (unless I am mistaken?) This is a huge blind spot and can lead to email programs not working if data is inadvertently deleted before the program is rebuilt to use a different MDA object.
I have a client who would like to include third-party attendees on Meeting activity types that are not part of the Account or an internal user. It would be useful to be able to create a third lookup field (that behaves much in the same way that the internal and external attendees fields work) that could pull values from the Person object for this purpose.
Absence of Scorecard Measure dataNot Planned
When manual measures exist on Scorecard, that have never had a value loaded to that measure, there is no record in the Unified Scorecard Fact table.This can be problematic when trying to determine how many accounts do not have a score yet. For example, our CS Perspective measure which is a manual subjective score. To report on accounts that do not have an entry in that score, we have to create a Data Designer set to include all the NA records alongside the records with a value.Would be helpful if Unified Scorecard Fact table contained an NA record when there has never been a value entered.
Some users have been in the habit of changing the Success Plan Type and Name whenever their account changes implementation stages. However, with the new 5.1 update, this has been removed to allow for us to categorising objective category by success plan type. The unintended consequence of this is loss of functionality for some users!
My team has been asking for the ability to enter timeline entries via a Task instead of at the CTA level. The idea is a CTA is tied to a process and the entry would show the respective CTA/Task associated with that entry. This helps identify quickly in timeline what took place for that piece of the process not just at the CTA high level.
Trello IntegrationNot Planned
Our CSMs are interested in a Trello integration. Apparently, Salesforce has one: [url=https://blog.trello.com/trello-salesforce-integration]https://blog.trello.com/trello-salesforce-integration[/url]. I've attached a screenshot of how they are using, and have also provided some suggestions on how to get out of Trello, but thought I'd post in case others are also getting. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Trello-bafcda7d-17a9-4df1-a2bd-1be08718a8e1-973625595.jpg[/img]
Data Spaces -- Making 'em easier to buildNot Planned
Please buy a round of drinks for the team who built Data Spaces -- they make [i]so much possible that was out of reach before. In just this first week of using them, I've had reason to build them for NPS Survey Responses, Opportunity Field History, CTAs, and Opportunity Products. There are some things I'm discovering would make them work even better: [list] [*]'Favorite' fields: I find myself adding the same Account and Customer Info fields to every data space, since they hold info about the customer's type, tier, products, contract dates, and health. It would be great for these to always be more readily available. There are many ways to skin that cat, such as: making them always available in the Report/Rule/etc. when there's an Account ID in the Data Space; or making them appear at the top of the Data Space builder's list of fields; or putting them in a collapsed section within the Data Space builder's list of fields with an "Add All" button [*]When I'm building a Data
The new UI has changed and in order to see a specific CSM cockpit, managers have to use the filter button, which creates unnecessary additional clicks. Toggling between CSM's on the previous design was much easier and I really want it back.
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.