Conversations

Conversations 1 - 20 of 36
Photo of Calvin Multanen
Report on Timeline Activites Created from CTAs?
Is it possible to report on Timeline Activities that are tied to a specific CTA? For example, for an Implementation CTA, it would be cool...
  • 1 me too
  • 2 replies
  • Question
Photo of Pele
MDA Object search and sort should span past Page 1 (or whatever page you're currently on)
If searching or sorting MDA Objects through the column search/sort, results will only be returned for the current page your on. For exam...
  • 4 me toos
  • 4 replies
  • Idea
  • Planned
Photo of Chris Mudd
Avg between several fields in advanced formulas
We would like to see the ability when using advanced formulas to be able to divide by the number of column that have data v having to cho...
  • 1 me too
  • 4 replies
  • Idea
  • Implemented
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.
  • 8 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Aviv Caspi
Merge Accounts in Salesforce
Hi, I have a question regarding the merge operation in SF. Let's say I have 2 accounts in SF while only one of them has a record in ...
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of Tom Gerth
Delete Company records from UI
Is there any plan for future functionality where customers will be able to delete unused records from the "Company" object? This is a pr...
  • 7 me toos
  • 6 replies
  • Idea
  • Planned
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 Britton Walker
Bionic Rules Included in Snapshots
Can we have Bionic rules included in the Gainsight Snapshots? I just downloaded a snapshot of our instance of Gainsight and realized bio...
  • 23 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Jeff Kirkpatrick
Report Builder: Add ability to colorize widgets when displayed on a Dashboard
This is both an aesthetic request and, I feel, a good way to be able to draw attention to certain data points on a dashboard. For exampl...
  • 9 me toos
  • 4 replies
  • Idea
Photo of Renee House
Add a four quadrant scatter chart (ex: Magic Quadrant)
Our customer success organization utilizes a four quadrant matrix chart (Magic Quadrant) for our territories and lines of business. A gre...
  • 5 me toos
  • 3 replies
  • Idea
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 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 Jeff Kirkpatrick
Does anyone know if there is a way to report out on Bionic Rules?
This older question related to reporting on custom rules is flagged as "Answered" so i'm posting a new question related to reporting on B...
  • 6 me toos
  • 2 replies
  • Question
  • Archived
  • Merged
Photo of Lila Meyer
May 16 Release Highlights
The v5.14 release will be live in production orgs on Wednesday May 16. For a preview, check out this video. Final Release Notes are avail...
  • 6 me toos
  • 8 replies
  • Announcement
Photo of Andrew Cummins
Ability to clone ANY action in rule set up
We create so many actions on rules that are very similar with a slight change. It would be nice to be able to clone that action so we do ...
  • 19 me toos
  • 9 replies
  • Idea
  • Implemented
Photo of Alex LeGay
log emails to salesforce in CoPilot using MDA power list
Right now in CoPilot it is not possible to log emails to Salesforce if the power list is sourced from MDA data. Is this something that i...
  • 5 me toos
  • 5 replies
  • Idea
  • Not Planned
Photo of Ben
Calculate change in Health Score
We are looking for a way to calculate change in customer health score (overall). My basic research (I am not knowledgable in the area of ...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Ben
How do you adjust the y-axix scale in column reports?
I am doing some reporting for our CSAT-style survey questions and hitting some confusion charts. The question itself can yield one of fiv...
  • 6 me toos
  • 4 replies
  • Question
Photo of Will Ritchie
Pull a report for all 'Skipped' emails in a CoPilot Outreach
We pushed out an outreach this morning, and there were quite a few bounces and skipped emails: I'd like to create a report that lists ...
  • 7 me toos
  • 11 replies
  • Question
  • Acknowledged
Photo of Sagan Sherlin
Idea. Ability to merge multiple records into one, and maintain their information in the new merged record.
While reviewing the data in Salesforce - we found we have a rather large amount of duplicate records.  May it be from early on and someon...
  • 2 me toos
  • 2 replies
  • Idea