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Conversations

Recent Conversations
Conversations 1 - 20 of 4762
Photo of Olavo Zapata
Filter rules by Execution Status
Hi guys, Would be great if we had the ability to filter the Rules by Execution Status. We have around 500 rules and a Filter with all fa...
  • 1 me too
  • 1 reply
  • Idea
  • Under Consideration
Photo of Berin Bezmen
Timeline report by Date
When you report on timeline by date there is no way to group the date by month/quarter etc. Our team uses timeline to log everything, whi...
  • 17 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Olavo Zapata
Suggestion about workarounds to create CTA by rule with a specific Due date
Hi Guys,I'm looking for a way to create CTAs with a specific Due Date by the rules.I've posted before replying about some other guy sugge...
  • 1 me too
  • 2 replies
  • Idea
Photo of Lucy Danford
Add keyboard shortcut for adding users / attendees to an activity
When creating an activity and adding users or attendees (internal or external) - you have to type the name then switch to a mouse and cli...
  • 7 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Sai Ram Pulluri
Keyboard support for the Customer search
Since most CSMs have complained that they have to use their mouse after typing in a customer name to select the account. 
  • 1 me too
  • 0 replies
  • Idea
Photo of Joe DiFilippo
Combine the My Customer Health report with Activity Timeline Notes
Hello all, A manager of our customer success team put in a request to solve for when she meets her with direct reports to review their a...
  • 1 me too
  • 1 reply
  • Question
Photo of Christopher Sanderson
Dashboard widgets allow trending icons
Thinking through how to improve the widgets on a dashboard.  If this data is based on historical trending data, rather than just a singul...
  • 7 me toos
  • 2 replies
  • Idea
Photo of Alex LeGay
Apply date filters to Program -> Analytics -> Summary analytics
Here is what I am referring to Would it be possible to make it so you can add a date filter on this data? I understand that on the ba...
  • 5 me toos
  • 1 reply
  • Idea
Photo of Kelly
Can you clarify the 'Delayed' status in the Email Logs?
I'm trying to understand just how the delayed status functions. I have a program that sent an email on 10/11 with the Participant Log ind...
  • 2 me toos
  • 0 replies
  • Question
Photo of Jeff Kirkpatrick
Handling Gainsight changes when Salesforce account changes
I think I know the answer to this question - and if I'm right then this may need to be converted to an idea - but is there a way to trans...
  • 4 me toos
  • 2 replies
  • Question
Photo of Lane H
default scorecard not default
A customer  recently migrated to Scorecard  2.0. They have two  scorecards. One is set to t he default, the other is one they are working...
  • 8 me toos
  • 2 replies
  • Problem
Photo of Andrew Cummins
Add the ability to hyperlink in the description box on a task in a playbook
It would be nice to have the ability to hyperlink in the description box on a task so we do not have to put the entire url string in the ...
  • 6 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Shiv Kumar Katiyar
[Suggestion] Proper alert pop-up message when mappings aren't saved in the AO
When we add a source for a participant in AO and while mapping the participant, if we don't save then we get this red alert-   It woul...
  • 3 me toos
  • 3 replies
  • Idea
Photo of varun
Adding attachments to Timeline activities
Is there is any possibility to change the settings to allow the CSM's to upload/attach .csv and/or .csv UTF-8 file types to timeline acti...
  • 4 me toos
  • 3 replies
  • Question
Photo of Lila Meyer
October v5.19 Release Highlights Video
To learn more about release v5.19 that's coming out on Oct. 16, check out this 8-minute overview video or the draft release notes:
  • 3 me toos
  • 3 replies
  • Announcement
Photo of Pele
ASV (Managed) field– is this derived from MRR?
It looks to me like the managed ASV field on Customer Info is being calculated from managed MRR field, and I really wish it wasn't– it ca...
  • Pele, 15 hours ago

  • 1 me too
  • 0 replies
  • Question
Photo of Manmeet Dosanjh
Report Builder Pivot Table Option
I am trying to create a pivot table on a report I have built in the Report Builder. The pivot is needed to display the data in a form tha...
  • 1 me too
  • 2 replies
  • Question
Photo of Sean Wilson
CTA Due Date Value Disappears in Playbook Editor
In the Playbook Editor, when you save a task with the date set as "CTA Due Date - 0", then re-open it, the numerical value for 0 is gone ...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Erik Chase
Need ability to Sync Gainsight IDs to SFDC Task
We're hoping to better track and potentially backfill some records with new data as we sync Timeline Activities and CTA Tasks to SFDC Tas...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Ian Bennett
Reports 2.0 Record retrieval limits compromising pivots
I have a report on an MDA table where I am looking to summarize data by quarter and pivot on that column So these columns: Product name...
  • 6 me toos
  • 7 replies
  • Idea
  • Implemented