Conversations

Conversations 1 - 20 of 127
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...
  • 37 me toos
  • 27 replies
  • Idea
  • Under Consideration
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...
  • 17 me toos
  • 6 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...
  • 4 me toos
  • 4 replies
  • Idea
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
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...
  • 24 me toos
  • 11 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to attach docs/files to Tasks
It would be great to have the ability to attach files/docs to TASKS in a similar fashion that you can to CTAs. 
  • 10 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Scott Morris
Ability To Choose Default Sort Option
I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page.  The ideal behav...
  • 37 me toos
  • 20 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to clone ANY action in rule set up
We create so many actions on rules that are very similar with a slight change. It would be nice to be able to clone that action so we do ...
  • 19 me toos
  • 9 replies
  • Idea
  • Implemented
Photo of Sagan Sherlin
Idea. Ability to Attach Outlook Emails to CTA's.
We have several types of email communication that don't translate well into a saved form (example - PDF).  We would like to the ability t...
  • 9 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Tharun
Timeline Attachments
In regards to attaching files in Timeline - Currently, the system is limited to certain file types, and we cannot attach Outlook email me...
  • 8 me toos
  • 5 replies
  • Idea
  • Under Consideration
  • Archived
  • Merged
Photo of Logan T
Supporting Hyperlinks in Reports
Some customers have custom fields that contain useful URLs on the Account or Customer object. But when a report containing these URLs is ...
  • 11 me toos
  • 3 replies
  • Idea
  • Planned
Photo of Andrew Biehle
Update timeline with .eml file types.
Currently you can update timeline activities with these file types - jpg, jpeg, gif, png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx....
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration
  • Archived
  • Merged