Conversations

Conversations 1 - 20 of 42
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 125 me toos
  • 26 replies
  • Idea
  • Planned
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...
  • 29 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Brittany
Creating Surveys with Tokens
I want to be able to create surveys with tokenized merge fields within the questions that customize the survey to each client completing ...
  • 18 me toos
  • 9 replies
  • Idea
  • Planned
Photo of Scott Superko
Mass update CTA due date and snooze status/date
We have enterprise CSMs who manage multiple accounts, some with 100+ locations.  Each of the individual locations have CTAs specific to t...
  • 12 me toos
  • 10 replies
  • Problem
  • Solved
Photo of Nicole Gemmer
Add Due Date to Mass Edit for CTAs and Tasks
Add the ability to change due dates for CTAs and tasks to the mass edit functionality.  This will allow us to adjust dates as we make cha...
  • 23 me toos
  • 8 replies
  • Idea
  • Under Consideration
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 Manmeet Dosanjh
Timeline Activity Types Quota
Is there any way that we can allow for more than 10 Activity Types? Since I can't delete the non-specific ones like 'Email', 'Call', 'Mee...
  • 13 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Allie Gold
If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".
If anything is changed on CTA by our CSMs, such as CTA due date or any comments or posts recorded, should change from "New" to "Work in P...
  • 28 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Josh Grigone
Enforce SFDC referential constraints within Gainsight lookup fields
Hi all, It recently came about via the support channel that, when linking an Opportunity to a CTA, for example, we only respect searchin...
  • 4 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Kate Green
Workaround For Out of Order Labels on Scorecard Chart
I have created some charts showing the breakdown of health scores by Success Package type and yet the scores are not displayed in order. ...
  • 3 me toos
  • 1 reply
  • Problem
  • Solved
Photo of Steven Doty
Please add Rounding in Bionic Rules Formula Fields
I would like to see Round, RoundUp, and RoundDown functions available in the operators in Bionic Rules Formula Fields, and also be able t...
  • 4 me toos
  • 1 reply
  • Idea
Photo of Josh Grigone
Allow Task Type mapping when syncing Activities to SFDC
It may be beneficial for end users/admins to have the option to adjust Task Type mapping when syncing Activities from Gainsight to SFDC. ...
  • 40 me toos
  • 14 replies
  • Idea
  • Planned
Photo of Scott Morris
Ability To Choose Default Sort Option
I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page.  The ideal behav...
  • 39 me toos
  • 20 replies
  • Idea
  • Under Consideration
Photo of Andrew Biehle
Selectivity choose what types of CTA's to sync with Salesforce.
It might be useful to have the ability to choose what types of CTA's that sync with Salesforce. Currently it's either all or nothing. Mig...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Steven Doty
Writing to Multi-select Picklist in Rules Engine (Tag field and others)
The Rules engine should be updated or modified to support writing data to Salesforce's Multi-select picklists. Gainsight's own native fie...
  • 12 me toos
  • 10 replies
  • Idea
Photo of Michael Sweeney
Has anyone come up with a way to report on NA scorecard measures?
I have been speaking with a customer who has manual measures and would like to report on the measures that have not been set. As of now I...
  • 2 me toos
  • 1 reply
  • Question
Photo of Andrew Cummins
Rule date filters to match the Reports 2.0 filters
It would be awesome to be able to set a rule date filter to = Current Year and other date filters that are available in Reports 2.0. Alon...
  • 4 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Will Robins
Ordering of Field Values in Report Builder
I love the new Custom Colors option in report builder. I think its a big step forward! It would be stellar if we could also select a cus...
  • 4 me toos
  • 5 replies
  • Idea
Photo of Natalie Howell
Ability to update multiple timelines at once?
I have over 40 clients in GS and often make an update to multiple client sites at once. Is there a way to mass update the accounts in GS ...
  • 7 me toos
  • 10 replies
  • Question
  • In Progress
Photo of Tom Gerth
File attachments in Timeline view
I'm wondering if we have anything on the roadmap regarding the ability to attach files to an update in CS360 Timeline view? We currently...
  • 44 me toos
  • 19 replies
  • Idea
  • Implemented