Other CS Features
Share your questions and best practices on all other CS features here.
- 345 Posts
- 741 Replies
We are creating a success snapshot that includes a report of Customer Goals. We can choose the company and success plan for the snapshot to reference, however, for the report, we can’t seem to only show the goals associated with the success plan selected - it shows all of them.Is there a way to identify goals associated with a customer’s specific success plan so that only those are included in the snapshot?
When will we be getting firm dates when the cutoffs will be for Horizon 360 and Horizon Rules and what will that notification look like?When will existing orgs have their 360s automatically moved to the Horizon versions? When will Rules Engine no longer support adding new bionic rules When will existing rules be migrated or be made unavailable? @anirbandutta @community-admin
We plan to use Customer Goals in 2023. We have a number of ‘existing’ records that we’d like to recreate en masse as new Goals once we enable the feature. Is it possible to create a Goal record via Rules Engine? Or is the only option to have reps manually create the goal, via Goal Library or via manual entry? Thx.JJ
I am trying to outline an Average of Session Count YTD with the data that has come into CS from PX side. When I use the report builder to outline Session Count by Month, I am able to do that and also add filters for Person Id where I exclude anything that contains specific email type such as gmail (As we get emails in Person Id field from PX). But in report builder I am not able to calculate Average Session Count by Year to Date. Since the formula field dosent allows me to sum the Count of Sessions and divide it by months for current year.I then went into Data Designer and when I am trying to outline the object and put filter on Person Id, it dosen’t provides ‘Does not contain’ option and rather it only allows one specific value to be entered.Can the Person Id field be made to work like it does in Report Builder when used in filters. Such that it allows ‘Does not Contain’ as a option to exclude certain elements. Can the formula field in Report Builder be made more enhanced where the ag
Hello,Using Gainsight Assist on Outlook.Once an email is logged to a timeline, is there a way to change the company or relationship?Thing is our Company/Relationships are frequently changed because of the number of customer we are working with and their hierarchy can change a lot.
It would be great to have separate global filters on GS Home in order to assign to different users. Use case: User is not a CSM and is unable to see their CTA’s. Although, this works for most users it would be great to have different global filters to assign to different users that are not CSMs.
@skalle I have two date fields in my usage data. The main date data (created date) is currently mapped to the standard AE Date field. This field also drives the main date filters inside the C360 section.However, I have no way to use that second date field in comparison to the standard AE date field. I would like to have a report that shows ‘created’ volume vs ‘completed’ volume. However, I have to set a static date filter for the new report using “completed date”, and it doesn’t change with the global section AE date field.Am I missing something, or is this an enhancement request?
Me and my team are having trouble getting one of our newly created Success Plans to allow us to select the Templates we have created. We created Playbooks along with Tasks and the Templates aren’t showing up in the selection area for Templates when creating a new Success Plan. All of our other plans are working properly. What could be the problem here?
I am Shambhawi, currently working as the product manager for the X-org team.Our current focus is to solve the existing pain points for the X-org tool and make the user experience better.If someone is interested in sharing the pain points related to X-org please feel free to comment here.Things that we are looking for :1. What has been your biggest concern while using X-org tool2. What would you want to change about the tool(x-org 2.0)3. Any feature request for the X-org toolThank you in advance,Shambhawi
Hi, Can someone please help me understand how the CSQLs generated in Gainsight can be synced back to Salesforce and map to correct fields?I read alot of articles but did not find them very helpful when it comes to syncing the data from GS to SFDC. I would appreciate if you could share a small video explaining how to sync the CSQLs in SFDC and what are the best practices for generating CSQLs in Gainsight. Looking forward to hearing from you soon. Thank youRuqaiyah
Hello everyone, I am the PM for CSQL and we are currently discussing the initiatives we want to plan for CSQL for upcoming quarters.We have got 1 feedback multiple times from different CSMs which is: Sending CSQL to Salesforce as an opportunity.I need to know how many clients are interested in it.Can you please share if your client will be willing to try it out. Also the name of the client as well.
Hello everyone,I am product manager for CSQL and trying to connect to customers to understand their needs and experience with CSQL.I have 3 questions that I want to ask you.Do you use CSQL or wants to use it ? What are the usual issues faced by you while using CSQLs? How can we make it more valuable for you ? Your feedback is immensely useful and would help us define future roadmap items.Our main aim is to improve the CX with CSQL and make it more valuable to them.
We don’t have the ability to lock down providing support access to only admins/super admins (since this would impact all clients using Gainsight). So, as a workaround, could super admins please be given the ability to toggle on/off support access once an end-user enables it, if it’s not needed? Thanks!
We have timezones at multiple places in an instance. Say,Connectors, Application Settings, Rules, Data Designer, My profile etc.,Can we integrate all those as one user- one timezone (or) one Instance one timezone. else can we have one dedicated tab/place for timezones so that we can analyse all timezones like which asset is using which timezone.ConnectorApplication Settings Rules Data Designer My Profile
Hello! Random curious question here. Is there a way to select the way we want the color of the UI to appear? The new update in NXT removed the dark blue features (for example the ‘Search for Companies and Relationships’ bar or the Rule Engine bar) to now appear more minimalistic but it’s quite hard to see/navigate with the new pale color. Is there a settings feature to be able to change it back to how it once was or select the theme we want?previous color theme - bluenew color theme - grey scale
Hello! We are starting a new process with our CX team that involves utilizing Success Plans as an Account Tracker to track milestones and objectives for our accounts. I have noticed several limitations with this feature and I’m wondering if anyone has any workarounds or best practices to share.The Success Plans will need to be shared with multiple CX users as well as Sales. Is there not a direct link to access an individual Success Plan? For example, when a user sends another user a link of the Success Plan (after the SP has been shared with the user), the link takes the user to the main SP page. This is challenging for users who do not own the SP as they have to sort through a list of SPs to find the correct one. I am concerned this will drastically impact user adoption unless there is an easier way for users to access an individual SP.Thanks in advance for any thoughts or any best practices you’d like to share!Melissa
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