Conversations

Conversations 1 - 20 of 135
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 ...
  • 18 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Dave Wu
CTA for Activities not related to an Account
Currently, a CTA must be linked to an account. However, there are certain use cases where it would be nice to have a CTA for CSMs that ar...
  • 17 me toos
  • 5 replies
  • Idea
Photo of Ankur Bhat
"Send Email" action type in Bionic Rules.
Since we are going to depreciate the custom rules in future, it would be great to have the "Send Email" action type functionality added t...
  • 8 me toos
  • 5 replies
  • Idea
  • Under Consideration
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 ...
  • 12 me toos
  • 3 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.
  • 13 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Jeff Kirkpatrick
Rule Execution Logs from Scheduled runs not containing Action Details
When a rule chain scheduled rule runs, the execution log does not contain the Action results the way a manual run does. Scheduled: Ma...
  • 12 me toos
  • 12 replies
  • Idea
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. ...
  • 13 me toos
  • 6 replies
  • Problem
  • Solved
Photo of Tom Gerth
Gainsight Lightning Tabs
I've been working with a customer that's making the big switch to Lightning UI in Salesforce, and while I know that Gainsight is Lightnin...
  • 9 me toos
  • 3 replies
  • Question
  • In Progress
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).  ...
  • 121 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Jessica Brunelle
Ability to Clone CTA
It would be helpful to have the ability to clone CTAs. For example, on our team each CSM manually creates CTAs so that we have visibilit...
  • 14 me toos
  • 5 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...
  • 39 me toos
  • 23 replies
  • Idea
  • Under Consideration
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.
  • 19 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Megan Ross
Remove Specific Recipient from Powerlist
It would be nice to have the ability to remove a recipient manually from a powerlist.
  • 8 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Jeremy Curry
Ability to format report widgets
It would be great if we could format the number that goes into a report widget. This would include being able to add a dollar sign, perce...
  • 15 me toos
  • 7 replies
  • Idea
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 Joe DiFilippo
Ability to create a hyperlink in Gainsight reports
Hi, My organization is looking to utilize hyperlinks in Gainsight reports. Also in the C360, we are looking to have hyperlinks that link...
  • 9 me toos
  • 5 replies
  • Question
Photo of Calvin Multanen
Increasing the Number of Allowed Custom Field Attributes in Advanced Outreaches?
Hi there,  Are there any plans to increase the number of custom field attributes in Advanced Outreaches? Right now you can only add 3 in...
  • 13 me toos
  • 6 replies
  • Idea
Photo of Dan Ahrens
Your input needed - what should go in Timeline?
Hi Community! As we continue to develop capabilities around Timeline, we wanted to get your feedback on how you would like to use it in ...
  • 2 me toos
  • 16 replies
  • Question
  • In Progress
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
Photo of Jeffrey Coleman
Sort a report by multiple columns
I'm running a report against an MDA object. Two key columns are the account name, and then the date for the specific data point. I can s...
  • 22 me toos
  • 11 replies
  • Idea
  • Under Consideration