Conversations

Conversations 1 - 20 of 208
Photo of Denise Stokowski
Ability to bucket values in Reporting
I often find myself exporting to Excel in order to "bucket" values in reporting - kind of like creating a categorization on the fly like ...
  • 21 me toos
  • 11 replies
  • Idea
Photo of Berin Bezmen
Timeline report by Date
When you report on timeline by date there is no way to group the date by month/quarter etc. Our team uses timeline to log everything, whi...
  • 17 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Lane H
default scorecard not default
A customer  recently migrated to Scorecard  2.0. They have two  scorecards. One is set to t he default, the other is one they are working...
  • 8 me toos
  • 2 replies
  • Problem
  • Acknowledged
Photo of Lane H
When Cloning Rules Maintain the Active State
When cloning rules, I would like the cloned rule to maintain the state of the rule being cloned. I feel there are extra unnecessary steps...
  • 2 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 29 me toos
  • 21 replies
  • Idea
  • Under Consideration
Photo of Elizabeth Adams
Add 'Goal' to Reporting capability
We have a lot of dashboards that show us levels of activity and how our metrics look. One element that would be really helpful is to have...
  • 11 me toos
  • 7 replies
  • Idea
Photo of Elizabeth Adams
Text Only CoPIlot Email
In doing some testing through more some preview tools, it looks like a user who views emails in text only isn't getting any content. Is t...
  • 16 me toos
  • 6 replies
  • Question
  • Acknowledged
Photo of Andrew Cummins
Increase ability to format Success Snapshots
Would be nice to be able to do the following while creating a Success Snapshot for export:  change the font size Align in the center, ri...
  • 32 me toos
  • 13 replies
  • Idea
  • Under Consideration
Photo of Lane H
Anonymous Survey Responses Not Tied To An Account
The Gainsight Survey tool is powerful, and it is the preferred survey tool for customers. However, there are times when you need to send ...
  • 3 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Tracy Streetman
Syncing CTA status "In Progress" with task status
Our team often indicates "In Progress" for one or more CTA tasks.  Which they then have to also update the overall CTA status.  It would ...
  • 19 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Dan Ahrens
v5.5 Survey Text Analytics - only for NPS comments?
Gainsight v5.5 brings advanced text analytics to the survey module. Can the text analytics be configured for any open text field or only ...
  • 7 me toos
  • 10 replies
  • Question
  • Answered
Photo of Lane H
Option to add Today's Date in CTA Name
We have been creating CTAs to bring awareness when a certain score is less than another. We do this by writing the overall health score t...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Samantha Braastad
Scorecard 2.0 Mass Edit Report only pulls in first 100 lines
We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using th...
  • 35 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Dave Boulos
Changing a filter on a Report should also update the Dashboard
I found out that when I update a filter on a report, it does not update a dashboard on the Gainsight home page. To make it work, I have t...
  • 14 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Lane H
Updating Show Fields in a Merge
There have been a few times when creating bionic rules that we miss something in the first pass of a merge. But when we try to add it, we...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Lane H
Reorder Actions in Rule List
Sometimes we create rules and the actions are what we need. After the rule is running for a while, we realize there needs to be another a...
  • 10 me toos
  • 8 replies
  • Idea
  • Implemented
Photo of Scott Superko
Mass update CTA due date and snooze status/date
We have enterprise CSMs who manage multiple accounts, some with 100+ locations.  Each of the individual locations have CTAs specific to t...
  • 12 me toos
  • 10 replies
  • Problem
  • Solved
Photo of Lane H
Shared Success Plans in TImeline
Today as I was sending a client a Success Plan, I realized it would be great to have this email logged in Timeline especially since you d...
  • 9 me toos
  • 4 replies
  • Idea
Photo of Danny Hallgren
Sending Timeline Posts to Internal and External Contacts Via Email
It would be helpful to have an action button on the timeline post named "Email Post" that works with\like email assist. Having the abili...
  • 31 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Lane H
Admin Dashboards - What do you look at?
I am looking for examples of different things Admins look at to identify things are working correctly. Things I have in mind already incl...
  • 2 me toos
  • 2 replies
  • Question
  • Answered