Other CS Features
Share your questions and best practices on all other CS features here.
- 276 Posts
- 625 Replies
We have to follow brand guidelines laid out by the company on our communications going out to customers. Gainsight provides for only few fonts that are not part of our branding guidelines. Can you please suggest how to import the fonts we need in Gainsight tool?
We are looking to use Gainsight to track all activities, meetings, notes, accounts and account contacts (multiple accounts and contacts) for our CAB and Focus Groups all in 1 place. Has anyone used Gainsight for this and if so please share how you did it!
I used Mass Edit to mass delete records and/or Mass Reassign ownership for CTA or SP records, but I would like if the mass edit 'Action' has more options like 'Mass Status Change'. I was tasked to change all SPs created in years 21/22 to be closed, but Mass Edit couldn't help. Any idea?
Hello Gainsight Team!I have some questions in regards to some product updates that might be in the pipeline for the near future hopefully!First, is there an update on when Gainsight will allow for history tracking? This would be useful in my use casesSecond, is there a plan to allow for MASS CSM/Account Managers/ Etc changes on selected accounts? Often times someone leaves the company and they want to split accounts to two CSMs, etc Thank you all!
I’ve been looking at the Zendesk Widget documentation found over in the Gainsight documents portal here: https://support.gainsight.com/Gainsight_NXT/Connectors_(Horizon_Experience)/Sightline_Integrations/Support_Systems/Gainsight_widget_in_Zendesk It suggests going to the following link and using the installation instructions: https://www.zendesk.com/marketplace/apps/support/70359/gainsight/?q=mkp_Gainsight The install instructions are as follows: Getting startedVerify you have procured the Gainsight licenses for the intended users of the app. Sign in to your Zendesk and install the new Gainsight app. In Gainsight, go to Administration > Integrations > Customer Support > Zendesk; Turn on the integration. Enter your Zendesk subdomain and follow the steps on screen to enable the connection Enable sync and choose a preferred sync time for the daily syncOn the third step it says to go to Administration > integreations > Customer Support > Zendesk but this isn’t something
There is a limitation of 26 filters for email templates. We want to exclude another country from the Email Template "EN fluid" version and we are unable to add another filter, since the alphabet ends and we have reached the Z. filter already. I looked at the "excludes" operator; how would we be able to include 2 values in one filter? Using commas or? (we want to modify the Y filter to have more than 1 country excluded)
Can we set a 'default' timeline entry type at the user level when logging activities from calendar integration?
Hey Team, Working with a customer and we find It would be highly beneficial to allow a user to set their 'default' timeline entry type when creating an entry from the calendar integration. Would this be a possible enhancement?
Hi Team,We have customized GS home page and in My Portfolio data is sorted by company names(Default). Is it possible to sort the data by other fields from the admin side so that end user need not sort every time when they login?
There isn’t any option for archiving the Success plan templates. In NXT as as workaround we can mark them as inactive, that would make them not show up in the available Template list but there isn’t any option to mark the templates inactive in SF version of Gainsight.It would be great to have an option of archiving Success Plan templates or atleast making them inactive in the SF version of Gainsight.
I am trying to use Gainsight API to get company information. I would like to query based on list of SF Accounts that are provided to me. What field from my SF Account should I use to match (filter) down to the correct row in Company object so that it pulls information about the correct organization.
We are interested in your feedback We are currently working on improving the Gainsight Global Search, we want to improve the user experience around global search. A couple of the things we are already considering includeAdministration - Supporting filters in the search configuration. These filters help admins restrict in-active and non-relevant records from appearing in search results. (here) Recent searches - Showing the recent searches to users. (here)Few inputs that would help me here areWhat are the top 2 challenges you face with global search today ? What can we improve to make it easier for you to find the desired Company/Relationship record ? What other entities do you want to search using Global search ?Also any other thoughts or ideas that you may have to improve the Global search would be super helpful.Thank you all for your wonderful ideas.Gopal
Hi Team,As per the document, we can see that the performance is compromised after the number of searchable fields goes beyond 2. Could you please let us know is the "search performance" is pertaining to 'speed' or 'quality of results' being degraded if more than 2 fields are searchable?
Hi All,We have a use case - Our CSMs use Gainsight ,and our Sales team use our CRM - Hubspot.As there is no direct way of syncing Timeline Notes from Gainsight to Hubspot ,we use External APIs to do this, based on the below Hubspot API documentation:https://legacydocs.hubspot.com/docs/methods/engagements/get_engagementTo give our Sales Team visibility to the Notes added by the CSM ,especially in case of a Back to Sales(If the customer is not a fit)Based the this doc - to create a new note in Hubspot ,i should use POST - using which I am able to send newly created notes from GS to HS.However to update a note ,I should use PATCH - However i do not see this option in the External Actions .How would you recommend updating edited Notes from Gainsight to Hubspot via APIs(or any other option)?
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.
Hi , We have made a connection from Zendesk to Gainsight and it is working fine .There are few fields in GS org which are not in Zendesk org , So we would like to update the data from GS to Zendesk , is there a way by which i could update a few fields from GS to Zendesk?
What can folks share about using Gainsight NXT in SFDC app as opposed to using Gainsight NXT (on its own)? We are heavy SFDC users so I think there could be a lot of value from using Gainsight NXT in SFDC, but I’m not finding much support documentation on the differences and value proposition for making the shift.Do you have users that use both? Is it best practice to advise them to use either the NXT in SFDC or NXT on its own? My fear is that we’ll build things because of the capabilities in Gainsight NXT in SFDC but then users using the regular Gainsight NXT won’t see them
In Gainsight, is there a setting to view recently viewed accounts and/ or contacts, like there is in Salesforce? In SFDC, if you click on “Accounts” it shows you a list of all the accounts you were most recently working in. Also, at a previous company where I worked that used Salesforce, the most recent 4 Opportunities / Contacts / Accounts would could always be seen at the bottom of your home screen with hyperlinks into them. This saves time of doing a search for an account every time, especially when you’re flipping between the same accounts many times throughout the day. Is there a feature / setting for this in Gainsight, that would have the most recent accounts with hyperlinks? And if not, could there be?
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.