Conversations

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...
  • 21 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Seth
Move CTA & Task due dates into the past
I have a number of CTAs with Tasks, where the last Task is due on the same date as the CTA due date. I can't move the CTA due date into t...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Britton Walker
How do you create a powerlist/rule based on an anniversary date?
I'm working on sending automated emails with invitations to have clients participate in business reviews. These emails need to go out eve...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Lane H
Adding Account Team Members through Gainsight
We are working on bringing more of our teams into Gainsight. In doing so, we want to streamline their workflows to be using as few of too...
  • 11 me toos
  • 8 replies
  • Idea
Photo of Olavo Zapata
Customer Info view in Salesforce Lightning doens't work
Hi guys, I have 2 points here about of Gainsight with Salesforce Lightning 1. When we try to access the customer info page layout shows ...
  • 1 me too
  • 2 replies
  • Problem
  • In Progress
Photo of Jahnavi
Group by using numeric and calculated fields in reports
  • 3 me toos
  • 5 replies
  • Question
  • Answered
Photo of Shravan Urs
Milestone Comments keep on appending
Milestone comments keep updating everytime the rule runs.  there is no option like in creating CTA's - post Update Comments  or there is ...
  • 5 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Olavo Zapata
Best way to insert records to GS Relationship Object
Hi guys, Recently I enabled the Relationship in our production and I have some doubts about how we could create our products in the Relat...
  • 1 me too
  • 1 reply
  • Question
  • Answered
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 Tom Gerth
CTA snooze count
Hey all, Is there anything on the road map for tracking how many times a CTA has been snoozed?  I know that since the Summer release we'...
  • 5 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Ellen Berman
Issues with Phone Integration in Gainsight
Does anyone else use a soft phone within Salesforce and Gainsight?  Our reps are reporting that talk time to an account is not always log...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Evan Luberda
Admin Office Hours - 1/11/18
This thread is for the Admin Office Hours session for Thursday January 11th,  2018.  Submit your questions to this thread and we'll addre...
  • 2 me toos
  • 5 replies
  • Article
Photo of Olavo Zapata
Rescue Involuntary Churn
Hello Everyone, I’ve been working in a project of scalable CSMs team and I would like to get some opinion about rescue churn.Nowadays eve...
  • 1 me too
  • 1 reply
  • Article
Photo of Olavo Zapata
Register in a field always on a specific day
Hi guys I'm new with SF/GS but I'm trying to figure out a thing. I would like to know if has form to register a informantion from a fiel...
  • 1 me too
  • 3 replies
  • Question
  • Answered