Conversations

Conversations 1 - 20 of 813
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 Nadav Shem-Tov
Have an option to show all tasks under CTAs in cockpit
CSMs at CA Agile Central would love to have a toggle in the main cockpit screen to pop open all the CTAs and show the tasks under them in...
  • 2 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Steve Davis
"Current User" tokens for Email Assist
I have a request from the client to be able to send out Email Assist emails using the "Current User" strategy which can be see in reports...
  • 21 me toos
  • 5 replies
  • Idea
  • Under Consideration
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 Joseph Siudzinski
Max of 10 Timeline Types
I have ran into a limit of 10 total timeline types, between custom and default.  Is there any reason why this limit exists? In my case, ...
  • 12 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Berin Bezmen
Sync attachments from Timeline to SF
Love the new attachments feature in Timline. Unfortunately our whole Sales team does not have access to Gainsight and CSMs attach all the...
  • 18 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 63 me toos
  • 18 replies
  • Idea
  • Implemented
Photo of Raymond Obidegwu
Decimal place for MDA fields
On-behalf of Customer: To be able to add decimal places in numeric MDA fields.  
  • 7 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Michael Sweeney
Ability to change CTA types and reasons
I have worked with multiple customers lately who have been restructuring the Type and Reasons of CTAs framework and  would like to know i...
  • 8 me toos
  • 4 replies
  • Idea
Photo of Nadav Shem-Tov
Enable recurring CTAs for other CTA types (not just lifecycle/event)
Currently, the ability to set CTA as recurring is limited to event/lifecycle CTAs.  Many Gainsight customers use custom CTA types, and w...
  • 3 me toos
  • 5 replies
  • Question
  • Answered
Photo of Bruno Giacomelli
Auto-close objective CTAs via Rules Engine
Hi, Is this article - which was changed yesterday due to a ticket - it was written that the objective CTAs could be closed by rules the ...
  • 5 me toos
  • 8 replies
  • Question
  • Answered
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 Shiv Kumar Katiyar
[Enhancement Request] Pop up the timeline field while sending email assist task
When our CSMs send an email through a CTA (email template built in Co-pilot), this email automatically is logged in the client's timeline...
  • 2 me toos
  • 3 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).  ...
  • 120 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 Sai Ram Pulluri
Adding field type, like multipicklist option, to the Timeline "+field" dropdown
<Customer Request> Any idea on if we're going to support a multipicklist option? 
  • 9 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Andrew Biehle
Move an activity from the account to relationship level.
It might be helpful for customers to be able to move activities in timeline from account to relationship. Not all users would need the ab...
  • 4 me toos
  • 5 replies
  • Idea
Photo of Britton Walker
Time tracking integrations
Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? I...
  • 5 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Rahbi Salem
Option to create relationship CTA's from the account level
Currently, you can only create relationship CTA's from the cockpit or the relationship level. It would be nice if we also had the option ...
  • 2 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Steve Davis
Variant Email Templates In Email Assist
I have a request from a customer to be able to use (for example) the language variant when using email assist. In testing this it appears...
  • 10 me toos
  • 5 replies
  • Idea
  • Under Consideration