Conversations

Conversations 1 - 20 of 48
Photo of Kate Popp
Add Cockpit integration for Google Calendar (or similar service)
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically: - see o...
  • 72 me toos
  • 26 replies
  • Idea
  • Under Consideration
Photo of Irit Eizips
C360: Creating multiple PDF exports
One of our CSM who handles hundreds of smaller accounts would like to be able to print multiple PDF files of the C360 view for all of the...
  • 8 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Erica Smith
Folders in the rules engine
I'm still in implementation with GS but I see that very quickly we're going to have a ton of rules.  I'm being very strategic about the n...
  • 30 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Kiersti Felska
how can i link a case to a CTA?
really would like same capability to link a case to a CTA like we do for opportunity?  since we cannot do this today.. what variable with...
  • 10 me toos
  • 5 replies
  • Idea
  • Implemented
Photo of Cara Brill
Is there a way to show progress toward renewal goals in Reports 2.0?
Is there a way to add a line to a Current Year renewals chart so that we can see how we're tracking toward our renewal goal?
  • 9 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to customize your 360 view based on account RecordType from Salesforce
Similar to being able to create different page layouts for customer, partners, etc. in Salesforce I would like to be able to do the same ...
  • 35 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Irit Eizips
C360: Ability to customize page layout by CSM or customer segment
As you all know, low touch customers are managed differently than high touch customers. Therefore, the CSM team members have asked to hav...
  • 23 me toos
  • 11 replies
  • Idea
  • Implemented
  • Archived
  • Merged
Photo of Kiersti Felska
Formulas in REports 2.0
I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0.  Do i have to u...
  • 40 me toos
  • 13 replies
  • Idea
  • Under Consideration
Photo of Kiersti Felska
task due date based on another field in SFDC
I need to base a task due date off of another field within SFDC ... but i do not have a choice on the date field within a playbook to sel...
  • 3 me toos
  • 3 replies
  • Idea
  • Under Consideration
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 Dan Ahrens
Mini-CoPilot - Just for CSMs to send messages to their named accounts
As an idea to extend the capabilities of existing tools in Gainsight to further help CSMs be more efficient: Currently CoPilot allows se...
  • 14 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Kiersti Felska
feature upload
We have about 1800 accounts where we need to upload customer features (licensed and enabled) based upon how fields are in an excel workbo...
  • 1 me too
  • 2 replies
  • Problem
Photo of BrrrrICEMAN
CTA rule due date can be formulated off of another date (aka contract sign date) instead of just the rule date
Ability to set a CTA due date off of another date (aka term start date or contract sign date) instead of just the rule date.   Example: ...
  • 11 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Logan T
Writing Null Values with the Rules Engine
In certain situations, it would be very helpful to be able to write a null value to certain fields using the Rules Engine.  For example,...
  • 10 me toos
  • 5 replies
  • Idea
  • Implemented
Photo of Kristin
Display Notes and Attachments in C360
Our AMs want to use the C360 page as their primary Customer view. One thing holding them back is visibility to the Notes and Attachments ...
  • 24 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Kiersti Felska
opportunity linking from rules
I have a rule that assigns a CTA when a new renewal opportunity is created.  How do I set the opportunity link on the CTA when it is crea...
  • 11 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Elizabeth Vivirito
Mobile App Enhancements
A customer expressed interest in viewing success plans, the scorecard summary view, and dashboards in the mobile app. Are these on the ro...
  • 9 me toos
  • 2 replies
  • Idea
Photo of Harris Maidenbaum
Is restricting who can see various Layouts/Views on the roadmap?
We'd like to be able to permission specific "Gainsight" tab layouts and Customer tab dropdowns. We have several views we don't want some ...
  • 9 me toos
  • 11 replies
  • Idea
  • Implemented
  • Archived
  • Merged
Photo of Phil Kowalski
Is there a way to regularly import third party NPS data?
I found this article about importing NPS results from a 3rd party: https://support.gainsight.com/Product_Documentation/Surveys_and_NPS/Ex...
  • 4 me toos
  • 4 replies
  • Question
  • Acknowledged
Photo of Jeremy Goldsmith
Report on "stale" scorecard measures
Some of our scorecard measures (the ones that folks populate manually) have a validity period set, and if the measure is past it's validi...
  • 25 me toos
  • 16 replies
  • Idea
  • Planned