Conversations

Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 63 me toos
  • 18 replies
  • Idea
  • Implemented
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 120 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Amanda Neil
Ability to share the Gantt chart with customer as a consolidated view
Would like to have the ability to configure and share out the Success Plan Gantt chart in a consolidated view so customers do not see the...
  • 4 me toos
  • 1 reply
  • Idea
Photo of Shiv Kumar Katiyar
Override the Report filter in the Dashboard for every user
Hey There,Customer needs an option to override the report filter in the dashboard for every user. Currently we make use of lock button wh...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Jeremy Curry
Ability to format report widgets
It would be great if we could format the number that goes into a report widget. This would include being able to add a dollar sign, perce...
  • 15 me toos
  • 7 replies
  • Idea
Photo of Amanda Neil
Ability for Sally to post SFDC objects to timeline
Current use case for us is that we currently track engagements through an SFDC form and would like to have the ability for our CSM/CSA's ...
  • 3 me toos
  • 2 replies
  • Idea
  • Not Planned
Photo of Amanda Neil
Reactivation of activity type from Global level
When selecting the activty types from active to not active and then back to active from the Global set up, the re activation does not hap...
  • 1 me too
  • 2 replies
  • Idea
Photo of Manmeet Dosanjh
Timeline Activity Types Quota
Is there any way that we can allow for more than 10 Activity Types? Since I can't delete the non-specific ones like 'Email', 'Call', 'Mee...
  • 13 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Amanda Neil
Ability to select a widget and have a report with the data revealed
This is a huge issue for us as we need the ability to select the widget within a dashboard and it pop up with a report that provides that...
  • 19 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Amanda Neil
Color option for the Success Plan Objectives
Currently there is no way to identify a High (Red), Medium (Yellow), or Low (Green) color for the success plan objectives.  It would be n...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Amanda Neil
Abilitty to have organization charts and share them as a part of the Success Plans
Is there any plan to have organizational charts to share within the Success Plans?
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Amanda Neil
Ability to move/merge Success Plan infomration Objectives section
Use case is there is information in the Plan info section of the Success Plan and would like a way to merge or sync with the Objectives. ...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Amanda Neil
Ability to have a Parent Task within Success Plans
Our use case is specific to adding sub tasks within the Success Plans.  Today we have a Success Plan created but need a way to have a mor...
  • 4 me toos
  • 3 replies
  • Idea
Photo of Christopher Sanderson
Using fiscal quarter in the MDA
Hello I did some due diligence, looked in Community and Support, asked GS Support, so I think my understanding and request are good. If...
  • 9 me toos
  • 3 replies
  • Idea
Photo of Amanda Neil
Ability to update timeline when emails are generated
We need the ability to automatically post to timeline from our emails.  The use case would be send an email to the customer and Gainsight...
  • 4 me toos
  • 1 reply
  • Question
  • Archived
  • Merged
Photo of Amanda Neil
Is there a way to add sub tasks to a task within a Success Plan?
  • 2 me toos
  • 6 replies
  • Question
  • Answered
Photo of Amanda Neil
History tracking for CTA, pushing out the due date
Use case is a CSM will move out the date on a Task that is a part of the playbook and there is no way to track this change or see why the...
  • 1 me too
  • 3 replies
  • Idea
Photo of Nadav Shem-Tov
admin permissions - more granular permissions
During an onsite with HPE, the request to have more granular admin permissions per user has come up.  As we are having a configuration a...
  • 18 me toos
  • 7 replies
  • Idea
  • Planned
Photo of Amanda Neil
Need the ability to set up multiple time zones for frequency email notifications
When setting up Email Notifications the tool only allows for one time zone but we have CSMs in other countries and need the ability to up...
  • 2 me toos
  • 1 reply
  • Question
  • In Progress