Conversations

Conversations 1 - 20 of 450
Photo of Danny Hallgren
Sending Timeline Posts to Internal and External Contacts Via Email
It would be helpful to have an action button on the timeline post "Email Post" that works with\like email assist. Having the ability to ...
  • 21 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Ana Costa
Unable to make a field editable
Hello,  I have this field called "At risk level" on the R360 layout and on GS Relationship object in sfdc, the field accessibility is se...
  • 1 me too
  • 2 replies
  • Problem
  • Acknowledged
Photo of Sagan Sherlin
Idea. Allow the "Related To" in New Timeline Feature to be a "Contains" rather than "Starts With" Search.
I love that we have the ability to add Timeline Entries from the new Global Timeline Tab!  But if we could have the option to change the ...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Jackie Cofield
Enable others to edit a Timeline note to make it collaborative
Both our account managers and CSMs use Timeline which is great, the bad part is that they aren't able to collaborate on meeting notes. We...
  • 3 me toos
  • 7 replies
  • Idea
Photo of Tom Gerth
Create Timeline entries via CSV
It would be interesting if we could allow users to create new Timeline entries via CSV upload.  One use case for this would be to import ...
  • 3 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Morgan Albright
Timelane Tab custom filters
We would like to have the ability to filter on custom fields from Account object activities in the Timeline tab. One of our CSM's has a ...
  • 2 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Chris Mudd
Support Scorecards 2.0 on GS Mobile
Do we have an ETA on when Scorecards 2.0 will be supported in GS Mobile?  Currently customers are having to maintain Scorecards 1.0 in or...
  • 2 me toos
  • 3 replies
  • Question
Photo of Krishna Reddy K
Lookup on User ID and Company ID fields in User Shared Details object
My Use Case: Track if a user that the Share 360 link is shared with has actually browsed to the page I was looking at "User Shared Detai...
  • 1 me too
  • 1 reply
  • Problem
  • Acknowledged
Photo of Christopher Sanderson
dashboard filters select all
UX guy here again! Would love to see a "Select All" option when in the Dashboard Global Filter creation box.  When I have like 3-5 repor...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Kaycee
Global Filters for Cockpit
There's a way to filter the Cockpit using Advanced Filters, which is great, but it would be nice to be able for Admin users to apply a gl...
  • 16 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Joshua Roskos
Cockpit: List View | CTA's due today or past due
Hey folks! I'm trying to make a custom view in Cockpit where I can see the CTA's that are due today and any that may be past due. I thou...
  • 2 me toos
  • 4 replies
  • Question
  • In Progress
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 ...
  • 3 me toos
  • 5 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...
  • 7 me toos
  • 3 replies
  • Idea
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.
  • 9 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Nadav Shem-Tov
admin permissions - more granular permissions
During an onsite with HPE, the request to have more granular admin permissions per user has come up.  As we are having a configuration a...
  • 15 me toos
  • 7 replies
  • Idea
  • Planned
Photo of Jeff Kirkpatrick
Questions about the Gainsight file repository...
I am considering enabling the Storage flag under Application Settings: I have a few questions though: How long are files stored here...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Angela Domenichelli
CTA Playbook drop-down location
Please move the drop-down to add a playbook to a manually created CTA so it is directly below Owner.  When a playbook is selected, severa...
  • 1 me too
  • 1 reply
  • Idea
Photo of Prathap
To apply filters on Target Database in Rules
The filters present in the Action Criteria are applied only on the source data but not on the target. For example, If Source data have ...
  • 2 me toos
  • 3 replies
  • Problem
  • In Progress
Photo of Marcelo
C360 / R360 Export functionality request
We recently received a request that it seems we won't be able tp fulfill with current functionality so I wanted to share it with the grou...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Jackie Cofield
Enable ranking in report builder by percentage
Use case: While creating customer-facing usage reports, I am having to create numerous AO's segmented by the customer's license level: On...
  • 5 me toos
  • 4 replies
  • Idea