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Conversations

Recent Conversations
Conversations 1 - 20 of 4474
Photo of Shiv Kumar Katiyar
WHY SFDC Account ID Mandatory mapping in AO even though if it's intended for internal user
I have a request wherein customer is trying to send a survey to internal user via Advanced Outreach. But participant list isn't populatin...
  • 1 me too
  • 1 reply
  • Question
Photo of Alex LeGay
Option to refresh power list when AO participant sync runs
I have noticed a lot of customers are unaware that when using a power list in an advanced outreach, the participant sync won't refresh th...
  • 5 me toos
  • 2 replies
  • Idea
Photo of Josh Grigone
Restrict ability to delete CTAs
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? ...
  • 23 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Gurtej Gill
Need for CTA Permission Sets
Right now there is no way to add permissions to CTAs. Without the ability to lock down the permission to delete a CTA, setting any sort o...
  • 3 me toos
  • 3 replies
  • Problem
  • Acknowledged
Photo of Marcelo
Is there a way to disable reminder email in Advanced Outreach (NPS)?
Hi everyone! So, we are trying to use the NPS template for AO but there seems to be no way to disable the reminder email / escalation ema...
  • 1 me too
  • 2 replies
  • Question
Photo of Sean Wilson
Simplify Editing Process for Drill-Down Columns/Filters in Report Builder
Two of the biggest headaches in GS administration are adding columns to the drill-downs in Report Builder, and adding filters. Biggest h...
  • 5 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Kiersti Felska
Formulas in REports 2.0
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 u...
  • 33 me toos
  • 11 replies
  • Idea
  • Under Consideration
Photo of Rishabh Khatod
Ability to add measure specific widget on the C360 summary section using MDA Scorecard Fact Object
The use case that i came across was to be able to create a widget report on the scorecards fact object for an specific scorecard measure ...
  • 1 me too
  • 0 replies
  • Idea
Photo of Mary Taylor
Allow 'child' timeline entries
Since there can be so many timeline entries on an R360, what if you could create a timeline entry with a particular subject (parent entry...
  • 1 me too
  • 0 replies
  • Idea
Photo of Renee House
Improve size of Success Criteria section in Objective CTAs
The Success Criteria section of the Success Plan Objective CTA is a key field utilized by our CSMs.  However, trying to add, edit, and vi...
  • 6 me toos
  • 0 replies
  • Idea
Photo of Michael Sweeney
Grammarly Compatibility
We have seen issues with the Chrome Plug in Grammarly. Do we see us ever being compatible or do we know any workaround for customers who ...
  • 5 me toos
  • 2 replies
  • Question
  • In Progress
Photo of Nora Soza
Follow Up: The ability to change the "FROM" email address when using the email assist feature
Follow up to this idea: https://community.gainsight.com/gainsight/topics/the-ability-to-change-the-from-email-address-when-u... Looking ...
  • 23 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Nadav Shem-Tov
CoPilot - built-in feature to send daily outreaches but skip weekends
I'm posting this on behalf of Dom from Adobe Sign:  The Adobe team would love to have an easy way to schedule daily outreaches in CoPIlo...
  • 17 me toos
  • 10 replies
  • Idea
  • Under Consideration
Photo of Seth
Update an Advanced Outreach Exclusion CSV
Advanced Outreaches allow you upload a CSV of participants to exclude. (Screenshot: https://cl.ly/1T0Y3E1M3Y2G ) I need to add a few fol...
  • Seth, 13 hours ago

  • 1 me too
  • 0 replies
  • Question
Photo of Jeff Kirkpatrick
When S3 job is "partial success" the email comes through as "Data Load Successful"
When an S3 job is a "Partial Success" because X number of records failed, the email is coming through as "Data Load Successful" I re...
  • 6 me toos
  • 1 reply
  • Problem
Photo of Ben
Can you report on participants added to an AO and group by added month/quarter?
I want to allow for a quick calculation of response rate across multiple Advanced Outreaches. I have already reported on survey submissio...
  • 3 me toos
  • 2 replies
  • Question
Photo of Seth
Color health scores in Reporting
It drives me a bit batty that, when I report on health scores, using "Current Score Name", I get the hexadecimal color. It'd be great if ...
  • 15 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Matthew Weinreb
Scorecard history not transferred forward in Scorecard 2.0 For Multi variant scorecards
I have a request for enhancement coming out of the rolling out Scorecards 2.0 deployment.  Scorecards Overview We’ve ...
  • 5 me toos
  • 3 replies
  • Idea
Photo of Samantha Braastad
Scorecard 2.0 Mass Edit Report only pulls in first 100 lines
We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using th...
  • 24 me toos
  • 18 replies
  • Idea
  • Under Consideration
Photo of Sagan Sherlin
Question. Aren't we able to change the order of Columns in a Drill Down when creating Reports?
While creating reports that use Graphs or Bars - I thought at one point, I could control the order of columns in the drill down section. ...
  • 3 me toos
  • 3 replies
  • Question