Conversations

Conversations 1 - 20 of 387
Photo of Steven Doty
Add "Freeze First Column in Tabular Report" option to Report Type: Scorecard Mass Edit
I am happy to see that we can freeze the first column on tabular reports. We are working hard to adopt Scorecards 2.0 and some of our CSM...
  • 25 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Sai Ram Pulluri
Creating timeline activity via rules?
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.
  • 8 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Lane H
Shared Success Plans in TImeline
Today as I was sending a client a Success Plan, I realized it would be great to have this email logged in Timeline especially since you d...
  • 6 me toos
  • 2 replies
  • Idea
Photo of Dan Wiegert
Could we add the "export to S3" functionality that exists in the Rules engine to Report Builder?
I have run into a situation with a customer where she needed to export the datasets from four large (in excess of 25 Mb) reports, but was...
  • 6 me toos
  • 2 replies
  • Idea
Photo of Jessica Menius
How do I remove [MARKETING} that shows in the subject of the email template I create?
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Ganesh
Ability to add rich formatting in Gainsight text (CTAs, tasks, descriptions, etc.)
On behalf of a customer - it would be great to be able to have rich formatting available in Gainsight. Bolding, underlining, coloring, ty...
  • 11 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Additional C360 layout Options/Preview
A customer came into chat and mentioned that they are trying to test a C360 layout and wants to assign to themselves before making live f...
  • 4 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Nate Newby-Kew
Allow Multiple Responses per Survey Email (or Workaround)
I've received a request to allow survey participants to respond multiple times per email. This is for a brief (2 week) client beta partic...
  • 2 me toos
  • 5 replies
  • Idea
Photo of Scotty
Make the rules diagram the UI for updating individual bionic rule tasks
It's sometimes hard to figure out where the tasks are in your rule structure when you have lots of forks. If we could get to the edit sta...
  • 4 me toos
  • 2 replies
  • Idea
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...
  • 12 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Lucy Danford
Is there a way to refresh the cockpit after completing a few CTAs, without using 'right click > reload'?
What's best practice for refreshing your cockpit after you've completed several CTAs?  Should we be using 'right click > reload' or is th...
  • 4 me toos
  • 5 replies
  • Question
  • Answered
Photo of bbelluz
I'm a new user, What are the best training document to go through ?
Training 
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Sagan Sherlin
Idea. Ability to Attach Outlook Emails to CTA's.
We have several types of email communication that don't translate well into a saved form (example - PDF).  We would like to the ability t...
  • 3 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Survey non Salesforce Contacts sustainably
I believe we currently have the ability to survey non SF contacts and link those surveys to a specific account but I wanted to take this ...
  • 1 me too
  • 4 replies
  • Idea
  • Implemented
Photo of Scott Superko
Date format in CTA comments
The support team has confirmed that when you add a date field as a token to the CTA comments via the rules engine, the date format will a...
  • 5 me toos
  • 3 replies
  • Problem
  • Acknowledged
Photo of Jeff Kirkpatrick
Rules Engine: Display selected choices in a at the top of the field selection box
In a Rule, when I have the option to select multiple options for a field, I would like for the items selected to be displayed first.   Wh...
  • 7 me toos
  • 2 replies
  • Idea
  • Under Consideration
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 Scott Schoenknecht
Dashboard Recycle Bin
It would be great to have a 'recycle bin' for any deleted dashboards or reports.  This would allow you to soft-delete items and make any ...
  • 9 me toos
  • 3 replies
  • Idea
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? 
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Jahnavi
Group by using numeric and calculated fields in reports
  • 3 me toos
  • 4 replies
  • Question
  • Answered