Conversations

Conversations 1 - 20 of 61
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...
  • 5 me toos
  • 3 replies
  • Idea
Photo of Christopher Sanderson
dashboard filters select all
UX guy here again! Would love to see a "Select All" option when in the Dashboard Global Filter creation box.  When I have like 3-5 repor...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
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 ...
  • 12 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Brittany
Creating Surveys with Tokens
I want to be able to create surveys with tokenized merge fields within the questions that customize the survey to each client completing ...
  • 18 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Sarah Couch
Make Widget and Field Names in C360 Summary View editable
Currently, Widget and Field names in the C360 Summary view are predefined and not editable. We'd like to be able to change the name of th...
  • 13 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Do not open a CTA until the previous is closed
Working with a customer they asked if there is a way to not open a new CTA until the previous of likeness was closed. Example: "Follow...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Christopher Sanderson
Relationship Contacts- pulling them into the External Attendees search on Timeline
I think this will be a limited use case right now, but I can see it growing. I have a customer who uses Relationships to manager partner...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Christopher Sanderson
Adding Contacts from a Contact Roles relationship in CoPilot
Would love to see the ability to pull in, and filter, Contacts based on their affiliation with an attached Contact Roles.  Example: Wan...
  • 5 me toos
  • 2 replies
  • Idea
  • Planned
Photo of Christopher Sanderson
Allow STRING field to write to PICKLIST
Most ETL tools allow you to use the SFDC API to write a STRING or TEXT type field into a PICKLIST, where the value will write over if it ...
  • 8 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Christopher Sanderson
NULL report type to help show customers who are missing in the data set
So similar to how we have a different report type for Scorecards (Mass Edit), it would be cool to have a report type called All Customers...
  • 5 me toos
  • 3 replies
  • Idea
Photo of Steven Doty
Writing to Multi-select Picklist in Rules Engine (Tag field and others)
The Rules engine should be updated or modified to support writing data to Salesforce's Multi-select picklists. Gainsight's own native fie...
  • 12 me toos
  • 10 replies
  • Problem
  • In Progress
Photo of Christopher Sanderson
Idea for a CoPilot standard C360 section
I think it would be cool to develop a C360 section similar to Surveys, where it knows what Outreaches you've developed.  When you use the...
  • 6 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Christopher Sanderson
View GUID fro MDA table drop down lists
I need a way to see the GUID's we associate to the dropdown values we create in the MDA.  I noticed when I try to do a PIVOT on a data se...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Christopher Sanderson
scorecard 2.0 Rule Action UI thoughts
Wondering if it would make more sense to switch the order of choosing Scorecard first, then measure.  If I have 30 different measures, sp...
  • Christopher Sanderson, 3 months ago

  • 2 me toos
  • 0 replies
  • Idea
Photo of Tom Gerth
Dashboard global filters using OR logic
While doing a bit of troubleshooting on behalf of a customer, I've noted that we cannot seem to use an "OR" logic on "Global Filters" in ...
  • 11 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Marika Zumbro
Filter for relationship cards
Would love to have a filter option in the relationship section of the C360 page. This way you could group relationships and limit your vi...
  • 7 me toos
  • 6 replies
  • Idea
Photo of Christopher Sanderson
Addition to Scorecard Configuration scorecards box
It would be helpful to add a description box to the Scorecard Config scorecard box that indicates which type of scoring scheme that score...
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Christopher Sanderson
Add actual LABEL to Scorecard History table for 2.0
Hello As I try to build trending reports of health, if my scoring scheme is NUMERIC, then my trend report looks terrible.  I know that w...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Christopher Sanderson
Dashboard widgets allow trending icons
Thinking through how to improve the widgets on a dashboard.  If this data is based on historical trending data, rather than just a singul...
  • 5 me toos
  • 1 reply
  • Idea
Photo of Christopher Sanderson
Reparenting tool in Gainsight for merged accounts
Hello Often times in SFDC, their can be mergers and acquisitions, or even just general clean up efforts, where accounts and their childr...
  • 6 me toos
  • 1 reply
  • Idea