Conversations

Conversations 1 - 20 of 747
Photo of Jeffrey Boyer
Check for and update a field on multiple reports at once
It would be nice if there was a way to Search for a field (Object.Field) and see the reports that field is used in.  On top of that it wo...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Jahnavi
Formula field in rule engine to add current date
Can we add a formula field in rule engine to capture the rule date.
  • 13 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Manmeet Dosanjh
Report Builder Pivot Table Option
I am trying to create a pivot table on a report I have built in the Report Builder. The pivot is needed to display the data in a form tha...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Lane H
default scorecard not default
A customer  recently migrated to Scorecard  2.0. They have two  scorecards. One is set to t he default, the other is one they are working...
  • 8 me toos
  • 2 replies
  • Problem
  • Acknowledged
Photo of Lila Meyer
October v5.19 Release Highlights Video
To learn more about release v5.19 that's coming out on Oct. 16, check out this 8-minute overview video or the draft release notes:
  • 3 me toos
  • 3 replies
  • Announcement
Photo of Jason Hersh
Type enter when adding Timeline attendees
I think it would be a better UX if users could type enter after searching for an attendee. Not a huge deal but having to type a name, the...
  • 3 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Jeff Kirkpatrick
Scorecard 2.0: Weights don't appear to calculate decimal values
Before I begin, this could be resolved if we could just assign a weight to score Groups... I have 8 measures that I pulled together unde...
  • 1 me too
  • 5 replies
  • Problem
  • Solved
Photo of Diane Morneau
Report against AO Emails - want to show unique opens and counts
I am trying to pull a report to show unique opens and unique clicks against a list of AOs. Using the AO Emails table, I grab the Email O...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Michael Sweeney
Add Two emails to the Reply-To section of an Outreach
Hey Guys, I have been speaking with a customer who would like the ability to add two emails to the Reply-To section of an Outreach. That ...
  • 4 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Samantha Braastad
Have the ability to set advanced logic to merge criteria in Rules Engine
It would be ideal to be able to add advanced filter logic to merge criteria when merging two datasets in bionic rules. This would allow u...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Shane McCoy
Pulling the latest timeline notes for a specific activity type
I'm attempting to create a report that pulls in company data along with activity timeline data that would show the notes for the latest a...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Amanda Neil
Ability to see Success Plan Objectives in Timeline
Currently we track objectives through the success plan but when looking into the Timeline we cannot see objectives listed.  Would like th...
  • 2 me toos
  • 5 replies
  • Idea
Photo of Anthony Sabato
Is there a limit to the count of fields in report builder?
I have 18 fields in my report but the count of fields in the Show me section shows 13. Is there a limit to the count? I'm trying to valid...
  • 1 me too
  • 3 replies
  • Problem
  • Not a Problem
Photo of Brittany
Be able to add milestones from Timeline
First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added else...
  • 28 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Faelan Herriott
How to capture sales notes in Gainsight?
Howdy, our onboarding team would love to see the sales persons interraction notes when a new customer signs up. How would one go about ca...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Jo Massie
Mass edit report - Customer Status
I need to update the status for around 150 customers but the best way I can find to do this right now is manually.  We've exported the c...
  • 2 me toos
  • 3 replies
  • Problem
  • Solved
Photo of Tom Gerth
Ability to get an overall open rate on email assists
In Journey Orchestrator we have the ability to see the open rates for each outreach/program that's sent. Currently, we don't have a way ...
  • 6 me toos
  • 5 replies
  • Idea
Photo of Angela Domenichelli
Account hierarchy and Scorecard
As a CSM, I need to see the scorecard roll up to the ultimate parent so I can understand the overall health of my client.
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Irit Eizips
Create a report that shows only the last activity logged in the timeline per each account
My client is trying to create a report that only shows the last activity logged in the timeline per each customer. We were hoping to be a...
  • 1 me too
  • 2 replies
  • Idea
Photo of Brad Jennings
Index for Wave based Communications
We've been working this on a while and can't seem to come up with an easy solution. I have a list of over 50k emails I need to contact f...
  • 3 me toos
  • 2 replies
  • Problem
  • In Progress