Conversations

Conversations 1 - 20 of 409
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
  • 3 replies
  • Idea
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 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
  • Acknowledged
Photo of Joshua Levin
Default auto-collapse grouped health measures on both C360 and R360
From a UI perspective, I've received a feature request: when going to the Scorecard section of both C360 and R360, the measures be collap...
  • 2 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Brandy Guillory
Scorecard Comment Refresh Too Frequent
Several in my organization have complained that when they post scorecard comments in R360 they cannot update the comment because it refre...
  • 4 me toos
  • 4 replies
  • Problem
  • Solved
Photo of Steve Davis
Ability to default pages to open/collapse scorecard groups
I have a client that loves the ability to collapse scorecard sections, however, He'd like the ability to do on of two things: 1- Set the...
  • 6 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Colleen Fleming
Success Plans - Checking off tasks on objectives vs Gantt Chart
Im not sure if this is a problem or intended functionality... but when you check of a task on the objective of a success plan and then go...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Jeff Kirkpatrick
Scorecard 2.0: Weights don't appear to calculate decimal values
Before I begin, this could be resolved if we could just assign a weight to score Groups... I have 8 measures that I pulled together unde...
  • 1 me too
  • 5 replies
  • Problem
  • Solved
Photo of Allie Gold
Automatically add timestamp as token value to scorecard comments
We use scorecard comments to provide information about a customer in a given week. We have a rule that updates scorecards every time the ...
  • 5 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Elliot Hullverson
Email Assist - Validate Email
My client thought it might be better UI if the "validate email" button within Email assist task was located towards the top of the page i...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Amanda Neil
Ability to see Success Plan Objectives in Timeline
Currently we track objectives through the success plan but when looking into the Timeline we cannot see objectives listed.  Would like th...
  • 2 me toos
  • 5 replies
  • Idea
Photo of Christopher Sanderson
Adding a second comments section for scorecards
Similar to my idea at https://community.gainsight.com/gainsight/topics/scorecards-help-text-cheat-sheet But basically, instead of having...
  • 4 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Meenal Shukla
Extra line in an email template
My customer copies their email from the Google Docs after it has been reviewed and vetted by their marketing teams. They have noticed tha...
  • 4 me toos
  • 5 replies
  • Problem
  • Not a Problem
Photo of Steven Doty
Add "Freeze First Column in Tabular Report" option to Report Type: Scorecard Mass Edit
I am happy to see that we can freeze the first column on tabular reports. We are working hard to adopt Scorecards 2.0 and some of our CSM...
  • 29 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Chris Mudd
Reflecting last modified date when notes are changed for a scorecard, but score stays the same
When a customer changes the notes on a scorecard the last modified date does not reflect this change.  We understand that this last modif...
  • 3 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Jeff Kirkpatrick
Cockpit: More granular options for Recurring CTAs
We've had a request to be more granular in ability to set recurring manual CTAs.  Our CSMs would like 1 - Bi-Annual option and/or 2 - X...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Elliot Hullverson
Client is experiencing issues with CTAs being slow to load or not loading at all!
CTAs are loading very slowly or not at all
  • 1 me too
  • 2 replies
  • Problem
  • Not a Problem
Photo of Sarah Johnson
Email Assist Messages - Ability to page image inline
When sending an email through the Cockpit / Email Assist, our CSMs often wish to include a screenshot of the customer's view in our produ...
  • 3 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Angela Felicissimo
View attachments added through Email assist
Many of our playbooks include an email assist. CSMs add customer specific attachments when sending the email however these cannot be view...
  • 11 me toos
  • 5 replies
  • Idea
Photo of Kate Popp
Add Cockpit integration for Google Calendar (or similar service)
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically: - see o...
  • 75 me toos
  • 27 replies
  • Idea
  • Under Consideration