Conversations

Conversations 1 - 20 of 38
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...
  • 27 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 72 me toos
  • 15 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Ability to change CTA types and reasons
I have worked with multiple customers lately who have been restructuring the Type and Reasons of CTAs framework and  would like to know i...
  • 4 me toos
  • 3 replies
  • Question
  • In Progress
Photo of Jen Pakravan
CSMs want to be able to update health score comment and color in one dialog box
Many CSMs wish they could update the Health Score Color and Comment without having to click into two places. 
  • 1 me too
  • 3 replies
  • Idea
  • Not Planned
Photo of Jen Pakravan
Add ability to update health score from timeline
CSMs want to be able to update the account's health score directly from the timeline view. 
  • 1 me too
  • 2 replies
  • Idea
  • Under Consideration
Photo of Jen Pakravan
Users should be able to change the activity type after they've logged it into their timeline.
There are times when our CSMs accidentally log a timeline activity with the wrong activity type. Instead of being able to edit it, they h...
  • Jen Pakravan, 4 days ago

  • 1 me too
  • 0 replies
  • Problem
Photo of Jen Pakravan
Create a daily/weekly/monthly digest of CTAs
Right now, there are various ways to "pull" information about CTAs from the system (e.g. through the email notifications when something i...
  • 6 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Sang Wang
Allowing multiple people to edit the same C360 notes
Is it possible to allow multiple people to edit the same C360 note? I'm often on a customer call with other teammates and I'd like for us...
  • 3 me toos
  • 2 replies
  • Question
  • Acknowledged
Photo of Jeff Ferzoco
Bi-directional syncing of activities on timeline
Timeline activity syncing is a great feature, but having the activities already in SF synced to the Timeline would make it even more usef...
  • 27 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Dan Ahrens
Templates for specific Timeline activities
Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a templa...
  • 22 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Dan Ahrens
Add more filters and search to timeline
Now that we're starting to have more activities recorded in timeline there are a few filter/search use cases that would make finding info...
  • 6 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Steve Davis
New Views For Timeline
I have an enhancement request logged to me by a customer. It is to add the ability to have two  different views within the gainsight time...
  • 2 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Ability to add notes or modify the text in Timeline
I have been talking to a customer who would like to have the ability to allow at least the people who were tagged in the message to be ab...
  • 14 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Jeff Kirkpatrick
Need clearer documentation on the Snooze feature
So far in our implementation I've received a number of questions around the Snooze feature. How do I snooze? How do I unsnooze?  Is snooz...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Prathap
Unable to see "Other users" filter in Dashboard
User could not see the filter "other users" on dashboard. Other users filter is not showing up when there is a filter reference from MDA ...
  • 5 me toos
  • 2 replies
  • Problem
  • Acknowledged
Photo of Spencer Engel
Have different Summary views for account widget vs. Gainsight's C360
I have a customer who would like to see a different C360 Summary view when they're in Gainsight vs. another C360 Summary view when they a...
  • 3 me toos
  • 0 replies
  • Idea
Photo of Marie
Embed Pages in Gainsight Home Dashboards
It would be great to replicate the Embed Page functionality that we have on the C360 on Gainsight Home Dashboards. Then we can incorporat...
  • 11 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Jen Pakravan
Allow Timeline Activities to be Cloned
Right now, CSMs have to add a lot of the same information into Timeline Activities when they're creating them for the same account. A lot...
  • 1 me too
  • 1 reply
  • Idea
  • Under Consideration
Photo of Jen Pakravan
Add ability to group customer contacts into something like a DL
CSMs often have to add customer contacts in as "external attendees" for all of the timeline activities they have to create and that's bec...
  • 1 me too
  • 3 replies
  • Idea
  • Under Consideration
Photo of Natalie Howell
Ability to update multiple timelines at once?
I have over 40 clients in GS and often make an update to multiple client sites at once. Is there a way to mass update the accounts in GS ...
  • 7 me toos
  • 10 replies
  • Question
  • In Progress