Conversations

Conversations 1 - 20 of 110
Photo of Ganesh
Copilot emails for CSMs to send
A few customers have asked for the ability to draft template emails via copilot, but for the final "send" button to reside with the CSM. ...
  • 19 me toos
  • 8 replies
  • Idea
  • Planned
Photo of Steve Margulis
CoPilot versus Marketo
We are developing our nurturing program for existing customers and have run into some bumps in the road about whether to use CoPilot or M...
  • 6 me toos
  • 6 replies
  • Question
  • Answered
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).  ...
  • 104 me toos
  • 22 replies
  • Idea
  • Planned
Photo of Aviv Caspi
Merge Accounts in Salesforce
Hi, I have a question regarding the merge operation in SF. Let's say I have 2 accounts in SF while only one of them has a record in ...
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of Elizabeth Adams
Report Table View in Email
We need to include reports in table view in our email distributions. Both in CoPilot emails and also in CTA-based emails. We are trying ...
  • 16 me toos
  • 14 replies
  • Idea
  • Implemented
Photo of Jessica
Email Assist for CTA tasks - Multiple Sends
Within Email Assist for CTA tasks, we're hoping to send the same email task to multiple people on the account at seperate times, without ...
  • 6 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Jeff Kirkpatrick
Mass Edit for Milestones
I have a large number of Milestones that were errantly applied and I need to be able to delete them in bulk rather than one by one.  It w...
  • 15 me toos
  • 10 replies
  • Idea
  • Under Consideration
Photo of Leanne
Sparse function in MDA for nulls
We're running into an issue with reports of usage data, where if there is no data for a given customer for a week, that week is just skip...
  • 12 me toos
  • 11 replies
  • Idea
Photo of Kevin Ly
SFDC Account Merges not Reflected in MDA ( Standard Object, MDA Tables, etc)
Posting on Behalf of Customer and a concern of my own. There is a senario where an organization does SFDC account merges in SFDC, object...
  • 9 me toos
  • 4 replies
  • Problem
  • Acknowledged
Photo of Johnny Burtchaell
Dashboards - clear settings/filters
When I make a change to a report that has been added to Dashboard Builder, i have to clear the previous settings in order to see the chan...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Sarah Couch
Survey Permissions tied to Gainsight Permission sets
It would be really helpful if survey permissions could either be tied to overall Gainsight permissions (i.e. Full Permission w/ Access to...
  • 3 me toos
  • 2 replies
  • Idea
Photo of mmcclure@gainsight.com
The ability to change the "FROM" email address when using the email assist feature
We are continuing to see a marked increase for the need to be able to change the "FROM" email address when you are using the email assist...
  • 10 me toos
  • 9 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Allow for customer color pallet with Data Spaces
You can add custom color pallets to MDA data and SF objects but not Data Spaces. Would be nice to see that become available. 
  • 7 me toos
  • 3 replies
  • Idea
Photo of Johnny Burtchaell
Scheduled emails for Reports 2.0
I think it would be great if you allowed us to schedule automated emails for the reports we build in Reports 2.0. I'm not too keen on em...
  • 6 me toos
  • 1 reply
  • Idea
Photo of Johnny Burtchaell
Clone MDA Objects
How do we Clone an object within the MDA?
  • 2 me toos
  • 4 replies
  • Question
Photo of Hitesh
[Ask from Customer]- Date Sorting Order in report and Excel export
I have customer who reported the problem using the Date field in report builder. Let me explain the scenario using my reference data- 1...
  • 9 me toos
  • 3 replies
  • Question
  • Answered
Photo of Tara
Disabling Gainsight users from deleting or adding customer accounts
We are importing customers from Salesforce and want to prevent the CSM from being able to delete and add their own customers.  Currently ...
  • 7 me toos
  • 3 replies
  • Idea
  • Planned
Photo of Alex LeGay
Subdomain feature for CoPilot
In email assist we can set up a subdomain so the email sends out using a subdomain and the reply to goes to the logged in user. Would it ...
  • 5 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Ky Powell
Is it possible to send reports or dashboards at a regularly scheduled time each week to internal users??
  • 8 me toos
  • 10 replies
  • Question
  • Answered
Photo of Shiv Kumar Katiyar
[Enhancement]auto adjust the size of report in a graph that pops up upon clicking data points in a graph.
Hi There, I have got a request/issue wherein when customer is trying see the data while clicking on the bars of bar chart the data is no...
  • 3 me toos
  • 1 reply
  • Idea