Topics started by tim_schukar
Hey Gainster community! I am very excited to announce Gainsight User Groups are coming to a city near you! Our first round of User Groups will be held on March 27, 2018 at WeWorks in NYC, Austin, and SF. The purpose of the evening will be to learn each other's tricks & techniques that drive Gainsight adoption, and not hold back from diving right into exactly how features should be configured and used to maximize the value that Gainsight adds to your business. As adopters and champions of Gainsight within your organization, we would be honored if you could join. Registration is limited to the first 30 RSVPs. To register in one of the inaugural cities, please go to: NYC Austin SFIf you don't live in one of these metro areas, [i]no problem! We will be expanding our User Groups to other cities after Pulse! Thanks and hope to see you there!
Task Level Header Data and Linked ObjectsNot Planned
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. This would aid in quick-reference for meta-data associated with the task at a glance. Furthermore, the ability to link an object to the task level (e.g. case for a case related task)
Are picklists on the roadmap for available Relationship fields? Currently, the UI only shows field types of: This makes Dashboard filters cumbersome by requiring users to know what the text could contain instead of doing contains and select from a picklist field. An SFDC Admin [i]could go into the SFDC Relationship Object and create a picklist field there, but I'm not sure how that would reflect on the GS side. Any ideas how to get a picklist option in the near term? Thanks! Tim
Cockpit Calendar ViewImplemented
During several of my chairsides, users have shown me how they use Outlook Calendar as a workflow tool. You can see a screengrab of it here: https://drive.google.com/open?id=13NsjbCtRJJ1qnl-CRW6rbGclTtTeMRzU The idea would be to redesign the calendar view such that planned timeline activities mimic the Calendar layout, complete with CTAs due at the bottom. Furthermore, the user would have the ability to color code the various types of activities (e.g. Green would designate internal meetings, Yellow would designate weekly meetings, Red would designate QBRs, etc.). Thoughts on this approach?
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