Conversations

Conversations 1 - 20 of 62
Photo of Ben Daniels
Schedule individual reports with excel attachment
Hello, We would really love the ability to schedule individual reports as an excel attachment. The dashboard/ppt scheduling isn't an ide...
  • 22 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Options to change week settings
 As of today we do not provide any configurable options to change the week settings for MDA objects. By default it will be Monday (start ...
  • 3 me toos
  • 2 replies
  • Question
  • Acknowledged
Photo of Michael Sweeney
Show original name of field somewhere when changing the display name
Hey Guys, I was on a call with a customer Today and we came across a field with a custom field name and we are having a hard time determ...
  • 11 me toos
  • 6 replies
  • Idea
Photo of Michael Sweeney
Sort Operational vs Non-Operational emails on a report
I have been speaking with a customer who would like to build a report on emails and then be able to sort Operational vs Non-Operational. ...
  • Michael Sweeney, 3 weeks ago

  • 2 me toos
  • 0 replies
  • Question
Photo of Michael Sweeney
We would like to flip the pivot table ordering.
Hey Guys, I have been speaking with a customer who would like the ability to flip the order of a pivoted table. Do we see this happenin...
  • 1 me too
  • 1 reply
  • Idea
Photo of Michael Sweeney
Would like to pull the text from a multi-select question of a flattened survey
I have been speaking with a customer who would like to pull the text from a multi-select question in a Flattened Survey. This is possible...
  • Michael Sweeney, 4 weeks ago

  • 1 me too
  • 0 replies
  • Question
Photo of Jeff Kirkpatrick
Scorecard: Adjust the Scoring Scheme ranges to reflect logically
The Scoring Scheme in Scorecard 2.0 is not logical from a UI perspective.   The LEFT number in each range is the only one an admin can c...
  • 13 me toos
  • 6 replies
  • Idea
Photo of Michael Sweeney
Change RGB code for Scorecard Labels
I have been working with a customer who would like to change the RGB code for Scorecard Lables. You can not change the colors with custom...
  • Michael Sweeney, 2 months ago

  • 2 me toos
  • 0 replies
  • Question
Photo of Michael Sweeney
Add Two emails to the Reply-To section of an Outreach
Hey Guys, I have been speaking with a customer who would like the ability to add two emails to the Reply-To section of an Outreach. That ...
  • 4 me toos
  • 4 replies
  • Question
  • In Progress
Photo of Jeffrey Coleman
List the "current user" as an "other user" when building report filters
I have been building a set of reports for some new dashboards. They're based on timeline data and are (frankly!) awesome! I wanted to ex...
  • 4 me toos
  • 1 reply
  • Idea
Photo of Michael Sweeney
Create email assist tokens from opportunity fields
Right now we support only 6 objects for token mappings, Account, Contact, CustomerInfo, CSTask, CTA and User. Are there plans in the futu...
  • 9 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Gurtej Gill
Need for CTA Permission Sets
Right now there is no way to add permissions to CTAs. Without the ability to lock down the permission to delete a CTA, setting any sort o...
  • 3 me toos
  • 3 replies
  • Problem
  • Acknowledged
Photo of Josh Grigone
Restrict ability to delete CTAs
Team, Bringing forth an idea brought to me via the support channel - are we able to restrict certain end user's ability to delete CTAs? ...
  • 24 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Grammarly Compatibility
We have seen issues with the Chrome Plug in Grammarly. Do we see us ever being compatible or do we know any workaround for customers who ...
  • 5 me toos
  • 2 replies
  • Question
  • In Progress
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 Luke Quanstrom
Assign group CTAs
I need the ability to create and assign CTAs to a group of individuals. Is this available? On the roadmap? 
  • 21 me toos
  • 10 replies
  • Idea
  • Under Consideration
Photo of Ellen Berman
Allow Report 2.0 to Group by Formulas
It would be great if when I built reports in Report 2.0 I was able to group by a formula field.  I can do this in standard Salesforce rep...
  • 19 me toos
  • 11 replies
  • Idea
  • Not Planned
Photo of Michael Sweeney
Has anyone come up with a way to report on NA scorecard measures?
I have been speaking with a customer who has manual measures and would like to report on the measures that have not been set. As of now I...
  • 2 me toos
  • 1 reply
  • Question
Photo of Jeremy Curry
Choose folder when saving report
When saving a report for the first time (or using the save as button), you should be able to choose which folder it is being saved to rat...
  • 9 me toos
  • 2 replies
  • Idea
Photo of Shiv Kumar Katiyar
[Enhancement Request]Scorecard Mass Edit tabular report to respect re-sizing of the columns in a report
Currently we can do re-sizing of column width in standard report(according to post below) but same is not applicable for the scorecard ma...
  • 11 me toos
  • 2 replies
  • Idea
  • Under Consideration