Conversations

Conversations 1 - 20 of 26
Photo of Alex LeGay
Add an optional wait timer to the conditional wait
This has come up a few times in support.  Pretend your use case is to have a participant stay in an email chain while a field on the acco...
  • 5 me toos
  • 0 replies
  • Idea
Photo of Elizabeth Adams
Delete step in advanced outreach
Hi - I need to delete a step towards the beginning of an email chain. I can't find a delete option for just that piece. Do I have to dele...
  • 5 me toos
  • 4 replies
  • Question
  • Answered
Photo of Sarah Kiani
Email Task without Playbook
I was wondering if there is a way to create a CTA email task without adding a playbook to it. I don't see any option to associate an emai...
  • 6 me toos
  • 6 replies
  • Idea
Photo of Sarah Kiani
Ability to edit Comments on a UI View
On the Customers tab, the Comments section is displayed which gets populated through the Comments section on the C360 page. I was thinkin...
  • 2 me toos
  • 1 reply
  • Idea
  • Implemented
Photo of Shiv Kumar Katiyar
[Enhancement / Query ]Scorecard assignment
I understand we have a Multiple Scorecard concept with Scorecard 2.0 which applies to a account based on the set of criteria defined and ...
  • 2 me toos
  • 1 reply
  • Problem
Photo of Jeff Kirkpatrick
Gainsight Dashboards: Need ability to add multiple entries in the same free-text Filter (similar to how SFDC reporting works)
In Salesforce reporting, if I want to filter on a field that is not a "picklist," I am able to enter multiple options in the same Filter ...
  • 34 me toos
  • 17 replies
  • Idea
  • Planned
Photo of Jeff Kirkpatrick
Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View
Our CSMs are asking for help in making their Cockpit experience more manageable.  Some have been manually editing CTA/Task names to inclu...
  • 8 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Dave Wu
Dynamic/calculated scorecard weightings
The current scorecard weighting configuration only allows fixed/static weightings. I've heard of many customer requests where a dynamic/c...
  • 12 me toos
  • 5 replies
  • Idea
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
Photo of Cameron Wright
Remove edit access to CTA due date for certain users
I have a customer that would like the ability to be able to lock the CTA due date field for everyone except for Admins. The use case a C...
  • 1 me too
  • 3 replies
  • Idea
Photo of Sarah Kiani
Comma for "or"
Our CS team has grown rapidly over the last few months. While building out certain reports, I need to add all our CSMs to pull out releva...
  • 5 me toos
  • 3 replies
  • Idea
  • Archived
  • Merged
Photo of Amanda Neil
Ability to select a widget and have a report with the data revealed
This is a huge issue for us as we need the ability to select the widget within a dashboard and it pop up with a report that provides that...
  • 19 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Pat
Control Report Axis
We wanted to know if it’s possible to control axes on reports? When comparing two sets of groups, legends on the y-axes are different. Id...
  • 9 me toos
  • 3 replies
  • Idea
Photo of Rachel Hocevar Freeman
Show Open + Closed CTAs in Cockpit
Our teams as asking for an option to view both the Open and the Closed CTAs in the Cockpit view on the Customer 360 page. Toggling betwee...
  • 13 me toos
  • 5 replies
  • Idea
  • Implemented
Photo of Sarah Kiani
Healthscore Breakdown by CSM
I am trying to build out a pie chart for each of our CSMs that show the percentage breakdown of their red, yellow and green accounts. How...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Sarah Kiani
Daily limit in Copilot
I know there is a limit of 200,000 contacts in a power list for an outreach, but I was wondering if there are any limits to how many outr...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Nadav Shem-Tov
CoPilot - built-in feature to send daily outreaches but skip weekends
I'm posting this on behalf of Dom from Adobe Sign:  The Adobe team would love to have an easy way to schedule daily outreaches in CoPIlo...
  • 18 me toos
  • 11 replies
  • Idea
  • Under Consideration
Photo of Sarah Kiani
Advanced Outreach Power List Refresh
We are running our first advanced outreach for onboarding new customers, and I'm trying to understand how the power list refresh works. T...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Sarah Kiani
CoPilot, trigger emails based on which link is clicked
We are trying to setup separate email campaigns for customers based on what link they click in an email. The links would either lead to m...
  • 2 me toos
  • 2 replies
  • Question
  • In Progress