Conversations

Conversations 1 - 20 of 128
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 ...
  • 7 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Alex LeGay
Report on failed participants - specifically ones failed due to the blacklist
The addition of being able to see which participants failed to be added to a program is great  It would be great if you could report on t...
  • 5 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Kristin
Display Notes and Attachments in C360
Our AMs want to use the C360 page as their primary Customer view. One thing holding them back is visibility to the Notes and Attachments ...
  • 24 me toos
  • 8 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Increase ability to format Success Snapshots
Would be nice to be able to do the following while creating a Success Snapshot for export:  change the font size Align in the center, ri...
  • 32 me toos
  • 13 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to link a case/project/opp to a task of a CTA
We can currently link a case/project/opp to the CTA but it would be nice to have the ability to link to the task as well. We currently us...
  • Andrew Cummins, 3 weeks ago

  • 2 me toos
  • 0 replies
  • Idea
Photo of Andrew Cummins
Ability to concatenate within a column via bionic rules
Currently concatenate only works with bringing together two separate columns of data with the same unique identifier. What I would like t...
  • 5 me toos
  • 6 replies
  • Idea
Photo of Berin Bezmen
Sync attachments from Timeline to SF
Love the new attachments feature in Timline. Unfortunately our whole Sales team does not have access to Gainsight and CSMs attach all the...
  • 20 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Allow inline editing in tabular reports
It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in...
  • 21 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Tom Gerth
Delete Advanced Outreaches
I've recently been working with a customer who has been testing out Advanced Outreach functionality and has successfully completed their ...
  • 19 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Timeline summary widget, entry at global level, and attachment syncing
A few things here that would be great.... User Story would be that our CSM would keep the Global timeline tab open throughout their work ...
  • 5 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Domenic Armano
Add Tabular Reports to Outreach Templates in Copilot
When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presentl...
  • 38 me toos
  • 27 replies
  • Idea
  • Planned
Photo of Candace Jones
Sending direct Survey link to participants
As the surveys are configured right now, there is no way to send links to the survey without using the Survey tool. It would be super hel...
  • 6 me toos
  • 4 replies
  • Problem
  • Solved
Photo of Sagan Sherlin
Idea. Allow the "Related To" in New Timeline Feature to be a "Contains" rather than "Starts With" Search.
I love that we have the ability to add Timeline Entries from the new Global Timeline Tab!  But if we could have the option to change the ...
  • 4 me toos
  • 4 replies
  • Idea
Photo of Andrew Cummins
Global Timeline with "My Accounts" section
Many times it is hard to see what accounts we are relating activities to because we can only see the name in the search view when relatin...
  • 4 me toos
  • 1 reply
  • Idea
Photo of Andrew Cummins
Add date range to text analytics
Love the text analytics but we have a perpetual survey that runs and there is no way for me to look at the text analytics Q over Q or M o...
  • 3 me toos
  • 3 replies
  • Idea
  • Planned
Photo of Denise Stokowski
Ability to bucket values in Reporting
I often find myself exporting to Excel in order to "bucket" values in reporting - kind of like creating a categorization on the fly like ...
  • 20 me toos
  • 10 replies
  • Idea
Photo of Andrew Cummins
Ability to customize your 360 view based on account RecordType from Salesforce
Similar to being able to create different page layouts for customer, partners, etc. in Salesforce I would like to be able to do the same ...
  • 35 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Ability to create success plan objectives and tasks via rules engine
We currently track business objectives via a separate object with each business goal its own record on that object. It would be wonderful...
  • 15 me toos
  • 7 replies
  • Idea
Photo of Justin Strackany
Add CTAs for all survey question types
After working with support, it seems we can only create CTAs based on certain question types. We were trying to add a CTA based on a rati...
  • 5 me toos
  • 5 replies
  • Idea
Photo of Kate Green
Create Activities From Global Timeline
Often times our CSM's want to be able to enter activities for multiple clients at one time.  Maybe they are on back to back calls and hav...
  • 8 me toos
  • 2 replies
  • Idea
  • Implemented