Other CS Features
Share your questions and best practices on all other CS features here.
- 281 Posts
- 626 Replies
After disabling zoom out settings in Iphone, Customer came up stating the font size is too small and customer is not happy with it. Could see there are few issues w.r.t G App which would be resolved in coming releases, creating this one for tracking purpose, so that this would also be considered.
We're so excited to have you joining us with the brand new Gainsight Mobile App! [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Steve-Jobs-Apple-White-iPhone-4.jpg[/img] For help on how to post a comment to this private section, I created a short video here: [url=https://cl.ly/a21ccd545c56]https://cl.ly/a21ccd545c56[/url]. Basically you have to [list] [*]first type something in the search bar [*]then click on the link at the bottom to "Post a question" [*]select the topic "Mobile App - Beta Feedback" as your only topic [*]create your post! [/list] Happy beta testing!
What determines if a field is visible in the list while configuring LRM? I have a customer who couldn't find some fields. We determined that most of them were FORMULA fields, and that makes sense to me. However, they also couldn't find OPPORTUNITY RECORD TYPE. Does anyone have background on what does or does not make a field visible in LRM config?
In testing out Post to Timeline from Sally Slack, I was able to create a new Activity and can see the Activity in Slack and Gainsight Timeline as my Slack user but when looking at the SFDC Activity History the related task is assigned to the OAuth User. We are syncing all Timeline Activity to Salesforce. This could be confusing if someone is only looking at the SFDC Activtiy History for an account as the user that is the OAuth User would likely not be logging many Timeline Activities. It should be tied to the SFDC User that created the Timeline Activity and only the OAuth as the fallback default.
Our product team is frequently improving the mobile app and addressing issues. You can read about the most recent release details [url=https://support.gainsight.com/Release_Notes/Current_Release_Notes/CS_Patch_Release_Notes_Version_6.3.X_series#Mobile_App_Version_1.1.1_(June_7)_and_1.1.2_(June_21)]here[/url]. Please continue to share your feedback on the new Gainsight mobile app here in the Community!
I'm importing "Open Support Cases" and setting a score based on certain criteria for high risk vs. low risk. There are instances when a customer(s) wouldn't appear in the "Open Support Cases" file and I'd like to set a score for when data is "Not Available" for those particular customers. Do I have to take a few steps back and manually add the customers that do not have open support tickets before running the rule I have in place? Is there a way to set a score for a particular measure for specific customers that do not have open support cases? Thank you in advance, Jasmine
We've observed that timeline entries made via the new Mobile App are not getting associated to an account in Gainsight. Timeline entry made via Mobile App: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/MobileApp-baacd56b-39b3-4ea0-80d6-736855d1c0ab-856607479.jpg[/img] Viewing Timeilne entry in web app: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/InGainsightwebapp-5b47bc09-81e5-446c-b133-b335a50951b8-653774463.png[/img]
Does anyone else have this big blank space in their data management UI? I've tried clearing cache and cookies and reloading the page. Seems like wasted space? There seems to be a height limit of 803px built in? I'd love to see more rows . [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Untitled-739127ed-547b-49de-9d9c-d6aa643ae2f7-515118528.png[/img]
-- Ask from one of the Customer -- In Customer search at top right side if you type the customer name then auto search will start from 5th character not from 1st to 4th characters. But, if we need to search at any point till the 5th character then manually "Enter key" or "Search button" to be pressed. So, is there any future plan to optimize the "Auto Search mechanism"?
Hi, I am creating a report to show total revenue by health score label and i'm unsure if there's a way to display the "Health Score Label" in an ordinal way(i.e. No Risk, Low Risk, Moderate Risk, High Risk, Critical Risk). Is there a way in "Report Builder" or "Data Management" to customize the way the user wants to display the data in a chart visualization? Thank you, Jasmine
Following the End User guid for using Sally for Slack - [url=https://support.gainsight.com/Sally_AI_Bot/User_Guides/Using_Gainsight_Sally_in_Slack_(For_End-user)]https://support.gainsight.com/Sally_AI_Bot/User_Guides/Using_Gainsight_Sally_in_Slack_(For_End-user)[/url] - it states that the following are possible queries to Sally: CTAs Due Today CTAs Overdue Tasks Due Today and Tasks Overdue All of these specific queries will return the same results as "My CTAs" with additional filtering for Due Today, Overdue, etc. Could documentation be updated to reflect the expected behavior?
It looks like the G in the mobile app icon is set a few pixels off-center and to the right. Not sure if that's a known issue or not. I would probably bring down the size of the G too by a few pixels to ensure the white space on top/bottom and left/right are equal.
I know big companies like Box, Cisco, VMware are using Gainsight's Customer Success Platform product. I'd like to ask if Gainsignt itself is ISO27001 certified? If not, how does Gainsight handle the companies above for post-sale activities? Does that mean it'll need to be on-premises solution? Thank you!
If Gainsight has been running slow for you and you have LastPass, that could be the rootcause. When I tried this, it dramatically sped up and removed lag in clicking / typing that developed over the last 4-6 weeks. [i][b]Right click[/b][/i] on lastpass extension in chrome, click on "[i][b]this can read and change site data[/b][/i]" and change to "[i][b]when you click extension[/b][/i]"
We have some scenarios where we'd like to easily identify Salesforce records that are synced from Gainsight. It would be great if we could create a new field in Salesforce (checkbox or text for example) and have Gainsight populate that field to always be true whenever that record is synced. Is there any way to do this? We have a live sync, not scheduled and prefer to keep it live.
Hi everyone - I'm back with another how-to video :) The theme is how to make the most out of your viewer licenses. In this video we cover: [list=1] [*][url=https://support.gainsight.com/360/Admin_Guides/Create_and_Assign_Multiple_C360-R360-Layouts]How to add the relevant sections[/url] to the Account/Opportunity widget [*]Placing the widget near the top of the Account/Opportunity layout [*][url=https://support.gainsight.com/Timeline/Admin_Guides/Configure_Timeline_View_for_C360_and_R360#Create_Activity_Types]Creating a dedicated Timeline activity type[/url] that can sync back to Activity History for the viewer license user, and encouraging [url=https://support.gainsight.com/Timeline/User_Guides/Use_Timeline_to_log_Activities#Tag_internal_GS_users_with_.40_symbol_in_Activity_Notes]@ mentioning the CSM[/url] in said activities. [/list] [video]https://player.vimeo.com/video/327063985[/video] If anyone has any questions or ideas, please add them to the comments!
Hi all, I'm very new to Gainsight so guess I'm looking for pointers to good resources to learn more about the practical side of seting up the various elements of gainsight. The organisation I'm joining is new to the CSM role but is investing heavely in the process. I've turned up and have done various Gainsight courses to become familiar with the concepts and screens then I've logged into our Salesforce/Gainsight platform to find very little there..... Can anyone point me to any resources where I can get better ideas about how best to approach getting gainsight implemented in a efficient manner. For example is it better to get our house in order with Salesforce first (i.e ensure data such as account managers, oppertunties, contacts etc are up to date). After I get to a certain level I can hopefully ask more sensible specific questions of the community. Sorry if this has been asked a lot. Currently on a steep learning curve :-) I know what I want to do a
Every text box within our instance of Gainsight has a gray background to it. When we click into the box to enter text that gray background begins to bounce around the screen, and it doesn't even stop when we click out of the box. We've seen this when entering rule descriptions, fields on CTA's, and even surveys we send to customers. This gets extremely distracting especially when we have multiple text fields to enter on the same screen and looks unprofessional to our clients. Does anyone else have this same issue?[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170907-15118-1wtlh5y-Bouncing_boxes_inline.png[/img]
Many customers have a Salesforce/Gainsight Sandbox environment, and periodically need to refresh it. This [url=https://support.gainsight.com/Administration_and_Permissions/General_Administration/Sandbox_Refresh_Process]article[/url] explains our best practices for maintaining your Sandbox. Please share your questions, and we'll respond and/or update as needed!
We recently implemented Scorecard 2.0 and are now in the process of fully sunsetting Scorecard 1.0. The last piece I have left is replacing the Healthscore widget in the summary pane to show Scorecard 2.0 data. I'm able to place the integer value within the widget by bringing in the field name but I'm looking to replicate the original Healthscore widget where it shows the history of the client's score. I couldn't find any documentation around Healthscore widget creation other than the requirements for the 'show me' and 'by' field counts. Is this is a possibility?
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