Conversations

Conversations 1 - 20 of 113
Photo of Chris Mudd
Removing Formatting when Exporting Timeline Report
Currently we are intentionally retaining the html tags so that the formatting is not lost when the data is loaded to some other rich text...
  • Chris Mudd, 1 day ago

  • 1 me too
  • 0 replies
  • Idea
Photo of Chris Mudd
Report on External Attendees from Timeline
We would like to be able to report on external attendees from timeline data.  More importantly being able to report on the most recently ...
  • 14 me toos
  • 6 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...
  • 37 me toos
  • 27 replies
  • Idea
  • Under Consideration
Photo of Steve Davis
Bigger Text Box For Scorecard Comments
I have a request for a customer to increase the overall size of the comments box. Users are typing in several sentences into this box and...
  • 12 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Seth
Bulk Enable Sally Users
In Sally for Slack, after I import new users from their Slack Avatar, they get added in the Users List as disabled. I understand that thi...
  • 11 me toos
  • 6 replies
  • Problem
  • In Progress
Photo of JD Griffis
CTA mass change when CSD assignment changes
CSD assignments on accounts change on a regular basis (shifting accounts, job changes, etc.). When that occurs, the open CTA's should aut...
  • 10 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Chris Mudd
Making URL Clickable in Report Builder
Whenever we include fields which have URL's  in the Report builder, they are NOT clickable. It would be nice to support a clickable URLs ...
  • 3 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Berin Bezmen
Sync emails from Gmail to Gainsight/Timeline
We use Yesware to sync our emails with Salesforce. Yesware provides a "sync with SF" button which would be awesome to have for Gainsight....
  • 17 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Pat
Control Report Axis
We wanted to know if it’s possible to control axes on reports? When comparing two sets of groups, legends on the y-axes are different. Id...
  • 9 me toos
  • 3 replies
  • Idea
Photo of Chris Mudd
Track Sponsor Special Characters URL
Currently we do not have a way to track a sponsor who has a special character in the URL.  When you try to track these sponsors it sits i...
  • Chris Mudd, 1 month ago

  • 3 me toos
  • 0 replies
  • Idea
Photo of Chris Mudd
Calculated fields in Report Builder
It would be nice to be able to create a calculated field in report builder similar to the calculated fields you can create in the rules e...
  • 16 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Chris Mudd
Avg between several fields in advanced formulas
We would like to see the ability when using advanced formulas to be able to divide by the number of column that have data v having to cho...
  • 1 me too
  • 4 replies
  • Idea
  • Implemented
Photo of Chris Mudd
Support Scorecards 2.0 on GS Mobile
Do we have an ETA on when Scorecards 2.0 will be supported in GS Mobile?  Currently customers are having to maintain Scorecards 1.0 in or...
  • 3 me toos
  • 3 replies
  • Question
Photo of Paul Slakey
Cockpit: Remove health score from CTA list view
I'm posting this on behalf of a customer, who would like to be able to configure the CTA list view to remove health score. This would be ...
  • 13 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Hitesh
Report builder drill down option's fields order are getting reset
For MDA data, when we reorder the columns inside the Drill down report, then closes the drill-down view, the changes we made will not "st...
  • 7 me toos
  • 2 replies
  • Problem
  • Acknowledged
Photo of Chris Mudd
Ability to opt out of specific Customer success communications
I have a customer who marks different emails as customer success emails in their own instance.  Currently when you opt out of one custome...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Chris Mudd
More day filtering options in report builder
Currently when you build reports off of the case object and you summarize by Date and filter for last 90 days the report reflects the Fis...
  • 5 me toos
  • 1 reply
  • Idea
Photo of Chris Mudd
Ascend and descending order in mass edit report
We would like to see the option when creating a Scorecard Mass edit report to show ascending and descending order of Overall Score. Use ...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Chris Mudd
Ability to Follow CTAs
It would be nice to be able to follow a CTA so you would get notifications of when something changed and what changed for this CTA.
  • 9 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Andrew Biehle
Checkbox to ignore case auto-assignment rules option in rules engine when creating a CTA.
When building a rule to create a CTA it would be great to have a checkbox option that will tell rules to ignore case reassignment rules s...
  • 3 me toos
  • 2 replies
  • Idea