Conversations

Conversations 1 - 20 of 63
Photo of Jeff Kirkpatrick
Rules Engine: Extend expiration of Rule task processing files to at least 30 days
When I want to go back and look at the records pulled by a rule, if it's more than 7 days I get an error:   Unable to fetch the file as t...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Diana Luo
Owner Field not populating in CTA creation
Hello, I am trying to create a rule by merging the GS Relationship and Timeline. I've pulled in the CSM ID, CSM Name, and Author ID field...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Allison Elmer
Timeline Activity Types in Scorecard 2.0 Rule Actions
Has anyone used Timeline Activity Types (Call, Email, Meeting, etc) as criteria in Scorecard 2.0 rule actions? I'd love to be able to do ...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Anirudh Allika
Date Diff function enhancement in Rules Engine
Currently in Date Diff function we can substract between two date values fields, can we also add rule date in list of available values. ...
  • 7 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 Logan T
Tracking Email Responses in Journey Orchestrator
Gainsight is currently able to report on emails that were opened which have been sent by Journey Orchestrator. However, it would be incre...
  • 6 me toos
  • 2 replies
  • Idea
Photo of Rachel Malette
Closing a Task: custom picklist option
We created another picklist option for the Status of a Task called "Closed - No Action". However, when you choose this status, the task i...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Justin Bills
Reporting on Email logs but no CSA field to sort by
Hi Everyone - Looking for some assistance here!  Building out a report on email logs to review bounces.  We want to be able to provide a...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Ian Pearthree
"Only few actions are shown for the selected task as Account field is not present"
Hi, I am trying to create a Rule that will create a Success Plan when a New Subscription opportunity is closed/won. To do so, I setup the...
  • 1 me too
  • 3 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...
  • 9 me toos
  • 9 replies
  • Idea
  • Implemented
Photo of Jasmine
Setting Targets for Scorecard Metrics
Hi everyone, I am looking to come up with appropriate targets/ranges for the service now metric in my organization's current scorecard in...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Marika Zumbro
Filter for relationship cards
Would love to have a filter option in the relationship section of the C360 page. This way you could group relationships and limit your vi...
  • 8 me toos
  • 6 replies
  • Idea
Photo of Pele
Load to Relationship - Selecting Relationship Type
Admittedly, something I've run into simply out of user error– sometimes in testing... sometimes not :( When writing a rule with the Acti...
  • Pele, 3 weeks ago

  • 3 me toos
  • 0 replies
  • Idea
Photo of Jahnavi
Erase the score card on C360 or R360
It would be nice to have the ability to erase the existing scores from scorecard. Reason: Wrong scores posted or model changed or incorr...
  • 1 me too
  • 4 replies
  • Idea
  • Implemented
Photo of Pele
Do merged accounts keep timeline entries?
If a Salesforce account records are merged, are the timeline entries from both accounts kept? I don't think it's possible yet to reassign...
  • 3 me toos
  • 3 replies
  • Question
  • Answered
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...
  • 32 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Evan Luberda
Admin Office Hours - 7/19/18
OFFICE HOURS THIS WEEK WILL BE ONE HOUR EARLIER THAN NORMAL This thread is for the Admin Office Hours session for Thursday July 19th,  2...
  • 1 me too
  • 4 replies
  • Article
  • Archived
Photo of Juhi bulchandani
Outlook Integration with Gainsight
Today there is no integration of outlook with Gainsight. Communication and documentation of communication all in one place is key for CSM...
  • 66 me toos
  • 20 replies
  • Idea
  • Under Consideration
Photo of Sarah Kiani
Deleting a Playbook
Can any user in Gainsight delete a playbook (assigned or not assigned to them)? Is there a way to modify this permission?
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Lila Meyer
Admin Summit in SF on Oct. 30, 2018
Gainsight Admins, new and experienced, are invited to join us for our first Admin Summit in the San Francisco Bay Area on October 30. Thi...
  • 8 me toos
  • 2 replies
  • Announcement