Conversations

Conversations 1 - 20 of 46
Photo of Tim Schukar
Task Level Header Data and Linked Objects
In order to provide a smartsheet-esque capability, it would be great to be able to carry CTA level header functionality to the Task level...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Sagan Sherlin
Question. Anyone calculating 'Remaining' CTAs or Customizing Calls to Actions?
We drop X number of CTAs every Quarter - a request came in to find a way to display the remaining number.  While we have a dashboard that...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of James Whitehead
Relationship-level Power Lists
Good Afternoon-I've hit quite a snag.  I'm attempting to build my first Relationship-level Power List in Journey Orchestrator/Outreaches ...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Ankur Bhat
Configure Timeline search.
Can we have the ability to configure Timeline search (related to* while creating timeline activity) in the same way as we have in Custome...
  • 6 me toos
  • 3 replies
  • Idea
  • Planned
Photo of Bill Davis
Updating NPS Survey Flattened Object
I need to Update the NPS-Survey Flattened MDA Object.When I build the Rule, I cannot find the object in the 'Permissions - Rules Load Act...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Angela McKay
What is the quickest way to push out a CTA to all CSM for all accounts?
Is the only way to push a CTA out to all CSMs by creating a rule? Is there a quicker way to achieve this? I may find it cumbersome since ...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Faelan Herriott
Open Questions Around Survey Functionality
We are just getting started with Gainsight (we haven't gone live yet), and I am considering replacing our existing survey / form provider...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Katie B
Search by account name, not just relationship name when logging an activity in Global Timeline to the R360
We would like the ability to search by account name, not just relationship name when logging an activity in Global Timeline to the R360. ...
  • 2 me toos
  • 1 reply
  • Idea
  • Archived
  • Merged
Photo of Jasmine
Service Now Ticket CTA and Reporting
 Hi there, I hope your summer is going well. I am trying to figure out the best way on how to do the following:We import a data file to G...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Ricardo
What to do with the data after inserted in GainSight? (i need some direction here)
I ́m using Bulk API to extract data from a CSV file, put it in a MDA Object to get this data thru Bionic Rules and....i ́m trapped! I ne...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Diana Luo
CSMs using Journey Orchestrator for outreach
Hi everyone,  Our CSMs are interested in using outreaches to send to all product users in their BoB. Does anyone have any best practices...
  • 1 me too
  • 7 replies
  • Question
  • Answered
Photo of Justin Majors
Allow CSM to set Default Relationship when creating CTA in Cockpit
Currently if a CSM creates a CTA in the cockpit view, they must choose the relationship every time. Our CSMs would like to be able to set...
  • 2 me toos
  • 2 replies
  • Idea
  • Not Planned
Photo of James Whitehead
GS Relationship records in SFDC
Good Morning- Our CCO received an excel document yesterday from one of my colleagues with a large list of records in SalesForce that no ...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Manmeet Dosanjh
How would you create a report to show ALL accounts that have No Timeline Activity Logged
I am trying to build a report for leadership that will display ALL the accounts that have never had a Timeline Activity logged for.  I'v...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Jeff Kirkpatrick
Process for removing an account from Gainsight?
This might be a bit of an unusual ask, but what is the right process for removing an account from Gainsight?  Just voiding the Customer I...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Jahnavi
How to add a dynamic filter to show last half of the year?
How do we filter completed date = last half year  eg : Completed date that falls within 2H17 or 1H18?
  • 2 me toos
  • 6 replies
  • Question
  • Answered
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 Ben
Using Programs with Conditional Wait based on Participant Criteria that might be null
I am trying to setup a Conditional Wait on a Program in Journey Orchestrator and I keep hitting this issue. The Conditional Wait I am try...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Mahara Scholz
Timeline report by time
Is it possible to create a report based on the time that an activity is being added to the timeline? Eg. I'd like to know if there is a t...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Chris Hughes
Is there a way of creating a BETWEEN feature for Powerlists? I.E. I want BETWEEN X and Y days.
  • 1 me too
  • 2 replies
  • Question
  • Answered