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Conversations

Recent Conversations
Conversations 1 - 20 of 4658
Photo of Jahnavi
Insert reports in email without making it personalized
Hello Team, Sending an email via AO is great but it is compulsory to have the acc or contact id populated to make it personalized. Our r...
  • 2 me toos
  • 5 replies
  • Idea
Photo of Sarah Kiani
Is there a way for CSMs to add columns to reports on a dashboard that only appear in their view?
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Dan Ahrens
Your input needed - what should go in Timeline?
Hi Community! As we continue to develop capabilities around Timeline, we wanted to get your feedback on how you would like to use it in ...
  • 1 me too
  • 7 replies
  • Question
Photo of Kelly
Is it possible to see metrics on individual emails in Advanced Outreach?
Under the Analytics of an Advanced Outreach, it shows top level metrics of all sends. Mousing over the four metrics across the top has ...
  • 2 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Einat Pick
RichText 2 Text fucntionality in Rules
We want to be able to push text from a specific Timeline record into a Text field in SFDC object. Timeline body is RichText SFDC object f...
  • 3 me toos
  • 3 replies
  • Question
  • Acknowledged
Photo of Ben
Email Events section in Analytics of Advanced Outreach doesn't roll dates
Thanks to the Gainsight team for the Analytics of Advanced Outreach! It is super easy to follow and a great quick reference. However, I ...
  • 3 me toos
  • 1 reply
  • Problem
Photo of Kevin Ly
Last Modified by Name on Powerlist Changes on Refresh
In Copilot Powerlist overview page each powerlist lists the name who last modified the Powerlist. See Image. It works fine when someone...
  • 7 me toos
  • 4 replies
  • Idea
Photo of Leanne
Inline NPS question template formatting problem
With this new formatting option (or even independent of it), is there any way to control the width of the inline question in the email te...
  • 1 me too
  • 5 replies
  • Idea
Photo of Kevin Ly
[Feature Request] Be able to re-add Knocked off Participant in AO
Posting on Behalf of a Customer. In an active advanced outreach a User can remove a participant manually to knock them off the outreach....
  • 6 me toos
  • 2 replies
  • Idea
Photo of Britton Walker
Token mapping UI error
The token mapping UI has always bothered me, but it has now reached a new low. When I hover over the token, in either an outreach or an e...
  • 2 me toos
  • 5 replies
  • Problem
  • Solved
Photo of Jon Harris
Customer Mapping (Geographical)
Has anyone done anything similar... In the C360 we would like a link to say Google Maps on which there are pins representing customer loc...
  • 2 me toos
  • 0 replies
  • Question
Photo of Jeff Kirkpatrick
Advanced Outreach details/model screen - Save/Cancel buttons are out of view
I'm wondering if I'm the only one having this issue (on Chrome on a Macbook), because I would have thought it would have been posted here...
  • 2 me toos
  • 4 replies
  • Problem
  • Acknowledged
Photo of Brad Jennings
Index for Wave based Communications
We've been working this on a while and can't seem to come up with an easy solution. I have a list of over 50k emails I need to contact f...
  • 3 me toos
  • 2 replies
  • Problem
  • In Progress
Photo of Britton Walker
Time tracking integrations
Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? I...
  • 5 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Rajesh Gande
Person Section in C360
Hi All, We are thinking about a new 'Person' section in C360 / R360 where you can view and manage (add/edit/delete) all the external peo...
  • 21 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Allison Elmer
Can't Customize Scorecard Reporting Colors for Usage Data
We've raised this issue to Support directly and was told it was a bug; however it's been 3 (3+ ?) releases since it was reported and it's...
  • 1 me too
  • 2 replies
  • Problem
  • Acknowledged
Photo of Ana Costa
Unable to create a new report category
Hello,  I'm unable to create a new report category type - see attached.  Can anyone assist me in figuring out what I'm missing?  Many ...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Ana Costa
Unable to make a field editable
Hello,  I have this field called "At risk level" on the R360 layout and on GS Relationship object in sfdc, the field accessibility is se...
  • 1 me too
  • 5 replies
  • Problem
  • Acknowledged
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 21 me toos
  • 17 replies
  • Idea
  • Implemented
Photo of Allie Gold
If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".
If anything is changed on CTA by our CSMs, such as CTA due date or any comments or posts recorded, should change from "New" to "Work in P...
  • 26 me toos
  • 8 replies
  • Idea
  • Under Consideration