Conversations

Photo of Dave Wu
CTA for Activities not related to an Account
Currently, a CTA must be linked to an account. However, there are certain use cases where it would be nice to have a CTA for CSMs that ar...
  • 17 me toos
  • 5 replies
  • Idea
Photo of Jon Harris
Date order of Tasks created manually within a CTA (Playbook generated)
I have created a CTA for a QBR which is based on a Playbook containing multiple Tasks.  In this instance I wanted to add a couple of addi...
  • 1 me too
  • 1 reply
  • Problem
  • Solved
Photo of Jon Harris
Customer Mapping (Geographical)
Has anyone done anything similar... In the C360 we would like a link to say Google Maps on which there are pins representing customer loc...
  • 5 me toos
  • 2 replies
  • Idea
Photo of Jen Molitor
Measuring CSM Gainsight adoption
Hi all, We are looking to create an ROI of Gainsight based on CSM performance. Our CSMs have a number and we are thinking about looking ...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Jon Harris
Does the Gainsight Mobile App have the ability to add Activities to a Customer Timeline?
As out Gainsight Admin I am looking at rolling out the mobile app to our team.  I can access the Timeline within an account, see activiti...
  • 3 me toos
  • 5 replies
  • Question
  • Acknowledged
Photo of Lila Meyer
Updated Virtual Instructor Led Training Classes
Exciting news! We've adjusted our Virtual Instructor Led (VIL) training classes to focus on Gainsight applications or groups of related f...
  • 5 me toos
  • 2 replies
  • Announcement
Photo of Gaurav Kotak
Setting column widths and horizontal scroll bar in reports in dashboard. Need your feedback
Hi everyone, There probably have been half a dozen post or more on column widths and horizontal scroll bar for reports. Good news is we ...
  • 12 me toos
  • 12 replies
  • Question
  • Doesn't Need an Answer
Photo of Jon Harris
Default tab/Area when accessing Gainsight
When logging into/entering Gainsight through Salesforce, can I default the tab/area I land on?  I want to land on "Customers".  Also, thi...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Angela Domenichelli
Workflow recommendations for Customer Escalations
What workflow(s) does your company have in place for when a client escalates to the CSM's Manager?  We are re-imagining the process in Ga...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Jon Harris
ScoreCard 2.0 Exceptions
On our Scorecards, we have a measurement "Usage" which is calculated by two Sub Measurements "Call Volumes" and "User Volumes".  As with ...
  • 5 me toos
  • 3 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 Jon Harris
Edit the side bar navigation list on the left of the page (after clicking the 3 bars)
I want to add an item into the navigation list on the left side of the homepage.  Currently, my list contains: Home Accounts Customers Tr...
  • 1 me too
  • 1 reply
  • Question
  • Answered