Conversations

Conversations 1 - 20 of 76
Photo of Cameron Wright
Dynamic dashboard reports
Working with a customer we found that reports are not dynamically updated in dashboard after making changes to the report itself.If there...
  • 10 me toos
  • 3 replies
  • Idea
Photo of Jeff Kirkpatrick
Rule Execution Logs from Scheduled runs not containing Action Details
When a rule chain scheduled rule runs, the execution log does not contain the Action results the way a manual run does. Scheduled: Ma...
  • 11 me toos
  • 11 replies
  • Idea
Photo of Sarah Kiani
Email Task without Playbook
I was wondering if there is a way to create a CTA email task without adding a playbook to it. I don't see any option to associate an emai...
  • 6 me toos
  • 5 replies
  • Question
  • Answered
Photo of Joe DiFilippo
Ability to create a hyperlink in Gainsight reports
Hi, My organization is looking to utilize hyperlinks in Gainsight reports. Also in the C360, we are looking to have hyperlinks that link...
  • 8 me toos
  • 4 replies
  • Question
Photo of Cameron Wright
Reporting on CTAs created
I was chatting with a customer about a use case they have and found this to be surprising that we don't have this functionality already. ...
  • 4 me toos
  • 1 reply
  • Idea
Photo of Jeff Kirkpatrick
Allow synced tasks to be viewable by all non-Gainsight users
I searched, but I don't find this specific item referenced anywhere.  I'm on my second GS rollout, but this is the first time I've ever u...
  • 10 me toos
  • 3 replies
  • Idea
Photo of Cameron Wright
Success Plan Status ~ Variants
I have a customer that would like to be able to add custom status's to the Success Plan Status Field. The current options are Active, Dra...
  • 8 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Jordan Clark
Ability to Report on Weblinks
The ability to report on Success Plan weblinks that have been shared with contacts would allow us to track engagement from clients who ar...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Nadav Shem-Tov
Export Gainsight360
Hello,  A few of my customers have shown interest in exporting section from the Gainsight 360 view, specifically for the sections on the...
  • 8 me toos
  • 4 replies
  • Question
  • Acknowledged
Photo of David Rudolph
Reporting on Scorecard 2.0 Trends for Individual Metrics
We have a business scenario where we need a report of accounts that have changed scores (example: yellow to green, red to green, etc) and...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Kate Green
"Continue" in Journey Orchestrator Program
I'm trying to find some documentation on the functionality around "Continue" in a Program in Journey Orchestrator:What does Continue mean...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Cameron Wright
Remove edit access to CTA due date for certain users
I have a customer that would like the ability to be able to lock the CTA due date field for everyone except for Admins. The use case a C...
  • 1 me too
  • 3 replies
  • Idea
Photo of Cameron Wright
Survey comment box dynamic sizing
I ran into an issue with a customer that has a survey out and we cannot size the field to view the whole comment like we can for other qu...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Cameron Wright
Timeline Entry without linked account
I have a customer that would like to be able to add a timeline entry (potentially a CTA also) to track to do lists outside of linking to ...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Tom Gerth
MDA field on c360 Attributes section
I have a customer who needs to be able to use and edit MDA fields in the C360 Attributes section.  The customer has a fairly arduous inte...
  • 8 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Sponsor tracking contact views
I have a customer that is using Sponsor Tracking and mentioned having a different view for active, inactive, and all contacts instead of ...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Jessica Belleville
Thank You for Helping Others!
From all of us at Gainsight, we would like to give a special Shout-Out to a few Community members who have recently demonstrated Success...
  • 9 me toos
  • 6 replies
  • Announcement
Photo of Cameron Wright
Additional C360 layout Options/Preview
A customer came into chat and mentioned that they are trying to test a C360 layout and wants to assign to themselves before making live f...
  • 9 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Advanced filter criteria in mass edit reports
I have a customer trying to use the Mass edit report and we need to be able to make the advanced criteria to be used. Currently you can ...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Cameron Wright
Automatically Updating Salesforce Fields via Survey Responses/Notes
Hey GS Community, I have a customer that wants to be able to pair different fields in Salesforce with certain CTAs, surveys, and/or note...
  • 1 me too
  • 2 replies
  • Idea
  • Under Consideration