Conversations

Conversations 1 - 20 of 124
Photo of Rajesh Gande
Person Section in C360
Hi All, We are thinking about a new 'Person' section in C360 / R360 where you can view and manage (add/edit/delete) all the external peo...
  • 21 me toos
  • 8 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...
  • 35 me toos
  • 20 replies
  • Idea
  • Under Consideration
Photo of Ky Powell
Is there a way to push more fields to the SFDC Tasks object from Cockpit Tasks?
It seems that the fields pushing over from Cockpit tasks to the tasks object in SFDC is limited to certain fields like "subject". I would...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Morgan Albright
Timelane Tab custom filters
We would like to have the ability to filter on custom fields from Account object activities in the Timeline tab. One of our CSM's has a ...
  • 2 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Ben
Can you make a rule to compare dates to choose the most recent?
We are FINALLY getting access to the last login date for users into our community. This has always been there, but is now being logged to...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Jessica Belleville
Thank You for Helping Others!
From all of us at Gainsight, we would like to give a special Shout-Out to a few Community members who have recently demonstrated Success...
  • 8 me toos
  • 5 replies
  • Announcement
Photo of Heather Hansen
Global Dashboard Filters
Have some feedback on the improvements to Global Dashboard filters. 1. It's cumbersome to create filters.  If you have a dashboard with ...
  • 10 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Tom Gerth
Delete Company records from UI
Is there any plan for future functionality where customers will be able to delete unused records from the "Company" object? This is a pr...
  • 7 me toos
  • 6 replies
  • Idea
  • Planned
Photo of Sagan Sherlin
Idea. The ability to use 'tab' (and arrow keys) on the drop down menus when creating a CTA.
It would be awesome if while creating a CTA, you could tab to CTA Type and then use the arrow keys to select the reason.  Then continue t...
  • 4 me toos
  • 2 replies
  • Idea
Photo of Cameron Wright
Ability to turn off email activity type
I have a customer that has consolidated their types and would like to be able to turn off the "email" activity type, they did this to mak...
  • 4 me toos
  • 4 replies
  • Idea
Photo of Matthew Weinreb
"Bionic Reports"........Is Something Like This On The Roadmap?
Is there anything on the roadmap that will allow us to join different objects for reporting without writing rules to merge data in MDA ta...
  • 9 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Kate Green
Create Activities From Global Timeline
Often times our CSM's want to be able to enter activities for multiple clients at one time.  Maybe they are on back to back calls and hav...
  • 8 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Britton Walker
Bionic Rules Included in Snapshots
Can we have Bionic rules included in the Gainsight Snapshots? I just downloaded a snapshot of our instance of Gainsight and realized bio...
  • 23 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Sagan Sherlin
Question. Aren't we able to change the order of Columns in a Drill Down when creating Reports?
While creating reports that use Graphs or Bars - I thought at one point, I could control the order of columns in the drill down section. ...
  • 3 me toos
  • 5 replies
  • Question
  • Answered
Photo of Christian Auner
Rule Setup Action Load to SFDC Object (NPS Survey Responses) Possible?
Hi all, we track NPS data in our saas tool and I tried to implement the reports in Gainsight but we are not able to fit the requirements...
  • 1 me too
  • 7 replies
  • Idea
Photo of Sarah Johnson
Select Custom Matrix Data Object as data source in Rule Setup
I created a custom Matrix Data Object called "Order Summary".  I can load data to it under Setup Action in my rule, but I can't select it...
  • 2 me toos
  • 5 replies
  • Problem
  • Solved
Photo of Kate Green
Pivot Output Field Not Recognized In Rule Actions
Excuse the long post :)  I used a pivot task on a dataset in bionic rules, pivoting on the field "Product Purchased" and outputting a da...
  • 1 me too
  • 2 replies
  • Problem
  • Acknowledged
Photo of Ben
How do you apply a scorecard to a single account?
We are attempting to update our health scoring system to the DEAR model from Gainsight Elements. I have it all made up, but I’d prefer to...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Seth
Do not generate CTA in new Rule Action if all Identifiers are identical
I have a Rule that creates CTAs, but I'm updating the Bionic Query to, well, make it more complex. As a results, I need to change the Ac...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Lila Meyer
May 16 Release Highlights
The v5.14 release will be live in production orgs on Wednesday May 16. For a preview, check out this video. Final Release Notes are avail...
  • 6 me toos
  • 8 replies
  • Announcement