Conversations

Conversations 1 - 20 of 125
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...
  • 7 me toos
  • 3 replies
  • Idea
Photo of Sai Ram Pulluri
Creating timeline activity via rules?
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.
  • 9 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Jahnavi
Formula field in rule engine to add current date
Can we add a formula field in rule engine to capture the rule date.
  • 7 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 100 me toos
  • 22 replies
  • Idea
  • Planned
Photo of Manmeet Dosanjh
Syncing Contacts from Tasks or CTAs in Gainsight to Salesforce
I was wondering now with the Summer Release, is it possible to add a contact to the "External Attendee" field when creating an Activity a...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Renee House
Relationship Timeline & Customer Timeline
Thinking about how to use the Relationship Timeline and the Customer Timeline. As the GA, I would love: The option to roll the Timeline a...
  • 26 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Josh Grigone
Allow Task Type mapping when syncing Activities to SFDC
It may be beneficial for end users/admins to have the option to adjust Task Type mapping when syncing Activities from Gainsight to SFDC. ...
  • 37 me toos
  • 14 replies
  • Idea
  • Planned
Photo of Allie Gold
If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".
If anything is changed on CTA by our CSMs, such as CTA due date or any comments or posts recorded, should change from "New" to "Work in P...
  • 24 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Jeff Kirkpatrick
Change Management log to identify what changes have been made and by whom
This was originally its own idea post but inadvertently got merged into another one that is only a small part of an overall need, so repo...
  • 10 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Lane H
make specific timeline activities stand out
It would be great to be able to make specific Timeline entries stand out or pinned to the top. Many times there is an entry with notes ab...
  • 5 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Kyle S
Report on who closed CTA / Task
GS allows reporting on what closed a CTA, who modified it last, who it was assigned to but not who changed the status of the CTA. I wou...
  • 31 me toos
  • 7 replies
  • Idea
Photo of Manmeet Dosanjh
How would you create a report to show ALL accounts that have No Timeline Activity Logged
I am trying to build a report for leadership that will display ALL the accounts that have never had a Timeline Activity logged for.  I'v...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Sagan Sherlin
Enhancement. The ability to change the (CTA) Type of the Task created from Timeline.
Right now, if a user creates a Task from a Timeline Activity Entry - the Type defaults to Activity.  It would be awesome if we had the ab...
  • 4 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Lila Meyer
Gainsight Labs
At Pulse Academy Live on April 9, Karl Rumelhart, will share more information about an exciting new product initiative called Gainsight L...
  • 15 me toos
  • 21 replies
  • Article
Photo of Melissa I
Need the ability to report on external contacts within Timeline Activity
External contact is a field you can populate when logging an activity to the timeline, but this field is not available to report on in Ga...
  • 13 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Seth
Color health scores in Reporting
It drives me a bit batty that, when I report on health scores, using "Current Score Name", I get the hexadecimal color. It'd be great if ...
  • 17 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Nadav Shem-Tov
CoPilot - built-in feature to send daily outreaches but skip weekends
I'm posting this on behalf of Dom from Adobe Sign:  The Adobe team would love to have an easy way to schedule daily outreaches in CoPIlo...
  • 17 me toos
  • 10 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Show Data Points in Report Builder
I have a customer that uses the Report Builder tool outside of Gainsight to put in her presentations at work. Report builder works as it ...
  • 13 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Logan T
Summarize by date fields in Standard Object Reports
Hey Teams! Looks like we do not currently support summarizing by Date fields in Reports built off of the Standard Objects at this time. ...
  • 11 me toos
  • 3 replies
  • Problem
  • In Progress
Photo of Heather Hall
Option to change type in Timeline
I often take notes in the Timeline in anticipation of my next conversation with a customer. Most often I will do that as a "meeting" but ...
  • 9 me toos
  • 5 replies
  • Idea
  • Under Consideration