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Formulas in REports 2.0Partially Fixed
I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0. Do i have to used a custom field on the object to do this? Basically working on replacing some excel pivot table reports and want to expose them in Gainsight Dashboards for exectutives.
Ability to Edit Journey Orchestrator ProgramsPartially Fixed
I continually hear that this is a commonly requested feature but was surprised that there doesn't seem to be a post specific to this topic (searched by Programs and Advanced Outreach) vs the one off requests for individual program functions. I have to highlight just how frustrating it is that you cannot edit a published Program (save for the schedule and entry criteria). [url=https://community.gainsight.com/gainsight/topics/modify-advanced-outreach-query-after-it-is-published]You can't change the query[/url] [url=https://community.gainsight.com/gainsight/topics/ability-to-break-the-connections-in-advanced-outreach]You can't add or remove a step[/url] [url=https://community.gainsight.com/gainsight/topics/advanced-outreach-creating-a-cta-is-it-possible-to-limit-to-once-per-account]You can't tweak the settings of a Create CTA step[/url] (this required duplicating the journey twice to to try a different setting and then remove the step due to the bug) You can't adjust the wait
We currently track business objectives via a separate object with each business goal its own record on that object. It would be wonderful if I could take these business goals from our object and use the rules engine and filters to create success plan objectives and even tasks. I would love to be able to use TAGs in the name of the objective and comments. So the experience would be as follows > Sales adds in business goals into the SF object and Gainsight picks those up and throws them into a Success Plan for Services. I would then like to take any updates provided on the Success Plan and push them to the SF object update for everyone to be able to see.
Increase ability to format Success SnapshotsPartially Fixed
Would be nice to be able to do the following while creating a Success Snapshot for export: [list] [*]change the font size [*]Align in the center, right, left [*]change font color [*]add hyperlinks to text [*]ability to add text over pictures [*]create tables in a text box and allow "tags" (not a table from a report) [*]text box bullets line up properly and not all funky where if that bullet point moves to a second line it does not line up with the bullet point it is attached to. [*]Allow for sub-bullets and sub-numbers [*]Get rid of funky spaces that show up at the top of a text box [/list]
Relationship Timeline & Customer TimelinePartially Fixed
Thinking about how to use the Relationship Timeline and the Customer Timeline. As the GA, I would love:[list=1] [*]The option to roll the Timeline activities from the Relationship to the Customer Timeline and show which Relationship it is from. [*]The ability to determine who can see the Customer Timeline--just as you can customize C360 views. [*]To make Timeline entries read only; create, edit, or delete their own entries; or modify all permissions at the Customer level. [*]To go a step further, possibly add the ability to create a Timeline event at the Customer-level and--as with Relationships in Cockpit--add the Relationship it should be tied to.[/list]
ability to clone success planPartially Fixed
Hi there, as we are experimenting around success plan and more importantly the CSM workflow around it - some unmet needs surfaced by the current version of Success Plan functionalities. ability to clone success plan is intended to be created/updated every quarter or 6 months or annually. The plan info may change but much info will stay the same. It will be much easier to be able to clone an existing success plan and update it to-date, instead of doing it from scratch. Ideally, I would like to be able to clone all the plan info and the objectives (CTA level, but not task level). But if to clone objectives will require cloning it for all, I think I can live it with it as well. Thanks.
Create timeline activity from CTAPartially Fixed
There're automated and self created CTA's where I would like to make a timeline activity for upon closure. Today I need to close the CTA, then go to C360 and create manually an activity. It would be more efficient if there's an option upon closure of a CTA that gives you the choice to create an Activity in the C360 timeline. Maybe immediate redirection to an “ + activity” screen or maybe pop-up screen at closure of a CTA.
Dependent Picklist SupportPartially Fixed
It would be helpful to support dependent picklist configurations from the C360 or R360 pages. Today, if you update the GS Relationship object to build a dependent picklist, Gainsight's backend does not allow the record to save if an invalid option is chosen. But it also doesn't support limiting the values shown. Gainshight should inherit this configuration from Salesforce and use it on its page layouts.
I found out that when I update a filter on a report, it does not update a dashboard on the Gainsight home page. To make it work, I have to remove the filter, save the report, re-add the filter with the new options, and re-save. If I am going through the process to change the report and save it, it should update without having to remove and re-add the filter.
Enhance Concat formula to allow other field typesPartially Fixed
We populate some of our Timeline entries' fields into sections of the CS360 page so that users with Shared 360 access and those not wanting to dig through the weeds can easily see the most important updates. It would be helpful to pull the Activity Date into the front (or back) of those updates so that the users could know when the entry was posted. Currently, the Concat formula in the Transformation task type only allows for String fields and I'm not seeing a way to convert a date or numeric field so that it would be able to be entered there. Thanks!
Tabular Reports in Journey OrchestratorPartially Fixed
Hi All, One of the frequently [url=https://community.gainsight.com/gainsight/topics/add-tabular-reports-to-outreach-templates-in-copilot]asked[/url] feature in Journey Orchestrator has been the need for sending tabular reports in emails. We are looking at addressing that use case using the following approach - a. You will be able to use any of the tabular reports configured as part of email configuration. b. You will have two options- CSV/Inline Option for sending a tabular report. - CSV option is aimed at use cases where there are many rows and columns and the data is of high volume. - Inline Option is aimed at use cases where the data you want to share are simple tabular reports in email with very few rows and columns. c. For inline option, a maximum of 5 columns and 20 rows will be allowed in tabular reports.If the report exceeds this limit , then the report will be sent as CSV to the recipient. [b][i]We are looking for feedback on
Gainsight Admin ability to opt-out customers/contacts from non-operational Success Communications & SurveysPartially Fixed
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 does not work. Gainsight Admins should have the ability to opt-out on the customer's behalf instead of telling them to unsubscribe on the next e-mail communication.
On behalf of a customer - it would be great to be able to have rich formatting available in Gainsight. Bolding, underlining, coloring, type face, indenting, bullets, etc-- things that will make playbook tasks jump out or link to additional materials. Currently, this can be done in a text app and then copied and pasted in. But it does not translate well and it looks poor aesthetically (haphazard). Thanks!
Multiple Success Plans per SnapshotPartially Fixed
Team, It has come to my attention via the support channel that it may be beneficial to apply multiple Success Plans for one customer into one Success Snapshot so that the PPT can have multiple slides that cover each Success Plan for that particular customer. Are there any technical limitations or drawbacks to implementing this? Thanks! Josh
User license assignment via rules enginePartially Fixed
Please allow license assignment via rules engine for unlicensed user records .Mass license assignment works good from user management screen but when there is a request to assign more than 10 users it becomes manual and time consuming that is prone to errors or miss outs.We have a use case where one of the profile having 300 assigned users out of which 80 users to be assigned as viewer license is adding complexity to admin management. If we have rules to perform the license type change could easily help us place the file in S3 and map the license type change for needed users.Glad to know if there are other options that I am missing.
Dashboards: Add ability for users to dynamically widen or narrow reports to view resultsPartially Fixed
End users want the ability to widen a report that exists on a dashboard if the data populated on the report appears a bit too cramped. Similar to how an admin can widen or narrow the default size of the container in Layouts, give end users the ability to widen or narrow the container size when they view the dashboard if they want to make the view larger or smaller for themselves. Bonus points if you can make it sticky!
Automatic Rule Deactivation Notifications from GainsightPartially Fixed
I just discovered that Gainsight automatically turns off your rules after they’ve failed a certain amount of times. Not sure where/when this was communicated, but my bad for not knowing.At any rate, we had an integration outage and I received tons of failure emails, and these notifications got lost in the midst. Instead of, or in addition to these emails, can the deactivation alerts be a PX popup engagement when admins log in? One little email doesn’t seem to be sufficient for this type of automatic action - if your rules are getting deactivated without your intervention, GS needs to blast people about it.
If an org reaches their maximum draft count it would be helpful for an admin to have the ability to write a report that would show them what account has the drafts and what users are creating them so they can delete them en mass to clear some space.
Posting on Behalf of Customer and a concern of my own. There is a senario where an organization does SFDC account merges in SFDC, objects that have a lookup to account will have Account IDs update automatically according to the winner of the conducted Merge. However, given all of this is taking place in SFDC, all data collections with Account ID in MDA does not follow suite. There will be orphan records which would affect reporting and usage data. Usage data as an example, if you merged Account A who had history of data into Account B (B being the winner) reports will show blank. For scorecards stored in MDA, Company object won't update or remove the loser, so dashboard reporting will show some unintended extras.
Hi, My organization currently has a need to filter on "Other Users" on custom fields in reports. I was told only Standard Objects can be filtered by All Users, Current User and Other Users. The custom fields are only All Users and Current User. Our use case is on the My Customer Health report. We use a CSM and CSE field. Managers of CSE's would like to easily enter their employees to view their accounts and health scores associated with them. Any feedback or workarounds are welcome! Thanks, Joe
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