Conversations

Conversations 1 - 20 of 76
Photo of Kate Green
Scorecard Validity Alerts
We like the ability to set the Validity Period for the measures on a Scorecard 2.0 layout.  We would like to set an alert to go out to th...
  • 5 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Anirudh Allika
Delete field in MDA object
Can we have a option to delete fields in MDA objects
  • 23 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Kate Green
Restrict/Manage Report Builder Permissions
We want to grant permissions to some of our CSM team to be able to view and create reports in Report Builder, using this approach, so tha...
  • 4 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Ben
Where did the email chain go?
Hey all, I am looking to try out the new Email Chain functionality for Advanced Outreaches. Specifically, we wanted to try the new featu...
  • 4 me toos
  • 4 replies
  • Problem
  • In Progress
Photo of Scotty
Develop standards and style guide for platform terms
Throughout the platform there are little differences in terms for things that suggest there is no style guide or standards for the way th...
  • 8 me toos
  • 3 replies
  • Problem
Photo of Johnny Burtchaell
Import SFDC Reports into Gainsight
Since Reports 2.0 does not allow us to create formulas, i had to build my report in Salesforce. Is there a way to bring that report int...
  • 3 me toos
  • 1 reply
  • Question
  • Acknowledged
Photo of Kate Green
Inline CSS or Inline Styling
I'm having trouble interpreting the documentation on CoPilot Email Coding Guidelines here: https://support.gainsight.com/Product_Document...
  • Kate Green, 2 weeks ago

  • 1 me too
  • 0 replies
  • Question
Photo of Kate Green
Reporting on Custom Fields In Timeline
We want to begin using Timeline but have noticed that we aren't able to report on the custom fields we create.  This would be a requireme...
  • 1 me too
  • 2 replies
  • Question
Photo of KyleO
Reorder Tasks in Bionic Rule
Is it possible to reorder the tasks in a Bionic rule after it has already been created.  For example, I want to add a new dataset and mer...
  • 3 me toos
  • 2 replies
  • Question
  • In Progress
Photo of Jeffrey DaSilva
Mimecast blocking all Gainsight Emails
We are seeing more and more of our clients implementing Mimecast and other email content filtering solutions and this is blocking all Gai...
  • 4 me toos
  • 1 reply
  • Problem
Photo of Zach Davis
Create Query for Advanced Outreach from Bionic Rule
I am assuming we are using the same framework for the Advanced Outreach Query builder that is being used for Bionic Rules, it would be ni...
  • 9 me toos
  • 2 replies
  • Idea
Photo of Ben
What is the date field in MDA for when an email was sent to a participate from the AO?
I am trying to setup my own reporting for Response Rates and am hitting some struggles. I can see if an email was sent, when it was respo...
  • 2 me toos
  • 3 replies
  • Problem
  • Solved
Photo of Jennifer Tolton
Rolling 12 Month Report
Is there a reporting date function similar to Current and Next 3 CQ that will show me the LAST 4 quarters of data, monthly?  Something li...
  • 3 me toos
  • 6 replies
  • Question
Photo of Kate Green
Reformatting Links With "&" in CoPilot
When we use links with "&" in the URL, the html editor adds an extra set of text "amp;" after the existing "&" When the link gets ...
  • Kate Green, 1 month ago

  • 1 me too
  • 0 replies
  • Problem
  • Acknowledged
Photo of Kate Green
Button Formatting In CoPilot Email Templates
I'm trying to set the font-family, size, and text-decoration for my button in a CoPilot email template.  However, it doesn't appear that ...
  • 1 me too
  • 2 replies
  • Problem
  • Acknowledged
Photo of Ellen Berman
Allow Report 2.0 to Group by Formulas
It would be great if when I built reports in Report 2.0 I was able to group by a formula field.  I can do this in standard Salesforce rep...
  • 15 me toos
  • 10 replies
  • Idea
  • Not Planned
Photo of Sarah Couch
Is there a way to report on the rules in the rules engine?
I need to create a comprehensive report on active rules in the rules engine including what actions will result in the rule running and wh...
  • 12 me toos
  • 9 replies
  • Question
  • Answered
Photo of Kate Green
Concatenate In Rules or Reporting Engine?
I think it would be valuable to be able to concatenate in the rules engine.  My use case is below: I would like to transform data from m...
  • 1 me too
  • 8 replies
  • Idea
  • Under Consideration
Photo of Evan Luberda
Admin Office Hours - 1/11/18
This thread is for the Admin Office Hours session for Thursday January 11th,  2018.  Submit your questions to this thread and we'll addre...
  • 2 me toos
  • 5 replies
  • Article
Photo of Christopher Sanderson
Scorecards: Help Text cheat sheet
Would love to see a link at the top of the Scorecard section that would show the help text for that particular scorecard, but for each me...
  • 7 me toos
  • 6 replies
  • Idea
  • Under Consideration