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BraydenGainsight Employee: Shoshin

Please add ability to restrict Company Persons in Customer Cheat Sheet email shareNew Idea

Hi Team, When sharing Customer Cheat Sheet from C360 by email, the search bar includes Company Persons, which could possibly be a risk since there may not be information you would like to share with your customer in the Cheat Sheet. It would be very useful to have the ability to restrict this search list to just Internal Users to ensure this information is not shared erroneously with a customer contact. Thank you.

8 hours ago

ahamburg9Veteran Rookie

Customer Communities (CC)

Ideas and the API

Hey all,I built a script that pulls the API data into a sheet and then posts a slack message. I am trying to figure out how to build a field or pull a field via that api for the URL of the idea within the community.Does anyone have an idea how to do this?I understand that it is generally .com/ideas/title-publicidSometimes with spaces and and different miscellaneous symbols within a title of a post, it may not be a conventional way to build a link. Any ideas or how you may have done something this in the past would be super grateful! Appreciate the help in advance.Anthony

8 hours ago

cclementsShoshin

Customer Communities (CC)

Hide topic count in menu

Hey Community experts! 👋🏼 Is it possible to hide the ‘count’ of topics/articles in the main navigation dropdown menus? Use case: In order to free up some real estate in the main nav, we created a redirect to Product Updates within the Knowledge Base menu (retitled to Resources in our example). While this is a ‘real’ category created to achieve the redirect, it doesn’t and won’t have content, so in the dropdown view, it appears as 0 - not ideal. I’d love to hide the counts altogether but haven’t found where I can do this via control. Will I need custom CSS to do this? CC: @Julian @MeghanM @echen

9 hours ago

WayneVeteran Rookie

Customer Success (CS)

360 - Restrict Editing Low Volume Object (The entire Object not individual Fields)

I do not know when or understand why this change was made. Best guess someone was able to find was 5 months ago. Prior to this change in order to make records on a Low Volume object editable on a 360 you had to add the GSID of that Low Volume Object to a report. This gave the popup edit icon that allowed you to have end users edit records. Now, after some change, probably horizon change, the edit icon is always there. We have no control on if records should be edited or not. In this sreenshot you can see no GSID In this screenshot you can see the edit icons are there. Do I understand why this was probably changed? Yes, obviously it makes reports look ugly/extra effort just to add the GSID to make something editable. However, by you guys no longer making the GSID a requirement and allowing every Low Volume Object report to have the edit buttons you have removed capabilities we had before this change. We as admins no longer have the ability to remove the end users ability to editing Low

9 hours ago

cdonargoGainsight Community Manager

Customer Education (CE)

Gainsight Customer Education (CE) Office Hours: What do you want to learn about?

On Thursday, May 23rd, we’re beginning our Gainsight CE Office Hours series! Our first session will be a walkthrough and discussion on using Gainsight CE’s Learning Paths within your education program. If you haven’t signed up yet, do so here 😄 As we plan to run these Office Hours on a monthly basis, what topic would you like to learn about next? Comment below what features of the platform or around Customer Education in general you’re eager to hear Gainsight CE team cover over the next few months! 🔑

10 hours ago

juan.delrioTeam Captain

Build Communities

Looking for your DJ Skemaddox fix?

The star of the Community Unplugged, DJ Skemaddox heheIf you are like me and need to get your dj fix on. May I suggest, A State of Trance on youtube? I need it when I am updating customer records for misspellings.

10 hours ago

lpiconeTeam Captain

Product Experience (PX)

Engagement Ids changes when in Draft mode

Hello,Went to add localization files to an engagement, forced into draft mode. Files kept returning an xliff error.After a few attempts, I downloaded a new xliff file - noticed that the engagementId between the original (pre-launch) and the launched (so now in draft mode) are not the same engagementIds. Stopped engagement, original files loaded without errors. Is this the expected behavior?

10 hours ago

Alistair FIeldMVP

Guides, tutorials and learning material

Terms & Conditions - inspiration and best practices

Disclaimer: We are not running a lawyers office, so this is also no legal advise in any shape or form. We just want you to know what other communities are using for their own terms & conditions page. You should always consult your legal department to make sure that you are on the safe side!While building a new community, you will also have to create a terms & conditions page. This might be a new challenge for you, as you never had to deal with these things before...In this topic we have collected some tips which hopefully will help you to define and optimize your terms & conditions page, so that you're not just waterproof for the future, but also that users can easily understand what they are allowed to do and what not.How to change the Terms & ConditionsGo to Control → customization → phrases. Look up the phrase 'terms' (Module: Forum, key: Terms) Make your changes to the T&C (HTML & CSS styling is allowed) Press save changes View your Terms & Conditions

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11 hours ago

katie.rayRegistered User

Customer Communities (CC)

Community Launch Ideas

Hey Team! We’re about to officially launch our new community and Im looking for examples (graphics, linkedin takeovers, etc) for launching the community! Thank you!

12 hours ago

mcookseyShoshin

Customer Communities (CC)

How do you manage your moderation queue?

Curious to know how other admins manage their moderation queue in the admin portion of the site.When you read an item -- or manually mark it as “read” -- it seems to disappear from the queue (at least until a new comment comes in). I’d like to maintain a zero moderation queue list, and I am curious if others do this, and what the most efficient way is to work in the moderation overview section.

13 hours ago

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cclementsShoshin

Customer Communities (CC)

Hide topic count in menu

9 hours ago

WayneVeteran Rookie

Customer Success (CS)

360 - Restrict Editing Low Volume Object (The entire Object not individual Fields)

9 hours ago

cdonargoGainsight Community Manager

Customer Education (CE)

Gainsight Customer Education (CE) Office Hours: What do you want to learn about?

10 hours ago

lpiconeTeam Captain

Product Experience (PX)

Engagement Ids changes when in Draft mode

10 hours ago

katie.rayRegistered User

Customer Communities (CC)

Community Launch Ideas

Hey Team! We’re about to officially launch our new community and Im looking for examples (graphics, linkedin takeovers, etc) for launching the community! Thank you!

12 hours ago

mcookseyShoshin

Customer Communities (CC)

How do you manage your moderation queue?

13 hours ago

renee_cRegistered User

Customer Success (CS)

How are you measuring Executive Engagement or Sponsorship between your Exec and Customer's execs?

We’ve launched an Executive Sponsor program where many of our Exec leaders are assigned to accounts and we have a programmatic approach outlined. I’m seeking best practices on how best to manage and report on this program. I’d like to hear from others. Are you tracking this via a CTA? Somewhere else? What have you learned as you launched a similar program. Are you tracking any of these? Other metrics?Do we have the right exec contact at the customer? Has our internal exec sponsor made contact? Are both attending EBR? What impact is this engagement having on renewals, upsells, advocacy?

13 hours ago

jivanovaVeteran Rookie

Customer Success (CS)

Customize User Profile in Gainsight CS

We would like to enable our CSMs to add some custom fields on their profile, ie title, links, etc. to be then used as tokens in email templates. Is there a way to customize what fields are displayed/edited on the user profile in Gainsight CS (not Community)?As an admin I can edit the user profile and add the custom info manually but obviously I do not want to grant the same user access to all CSMs. The only workaround I found is a report out of a new low volume custom object where the fields are editable. I’d have to duplicate the user object more or less to achieve this.

14 hours ago

Gabmorris36Gainsight Community new member

Customer Success (CS)

Sending email using JO to an EMAIL DISTRO LIST

I am wanting to send a comm to a few email Distribution Lists, where groups of people receive emails using just one address. Is this something JO has the capability of doing? Ex. Send to: abc@test.com (put as participant) Received By: a@test.com, b@test.com, c@test.com, etc. Thanks!Gab

14 hours ago

LizetteAkkerRegistered User

Customer Success (CS)

Giving two CSMs access to a company record

Hi, We have a supporting CSM role in our environment, and these people assist the CSM with administrative tasks on their key accounts. Can I set up a company to be co-owned by two CSMs?

17 hours ago

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Please add ability to restrict Company Persons in Customer Cheat Sheet email shareNew Idea

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