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Only allowing one CTA type of Objective in a Success Plan is super limiting. That means every objective has have the same field layout and status options regardless of the goal of the Success Plan. For example, we have a success plan for our customer KPI’s and Goals, and another Success Plan type for an audit of our customer’s instance with recommendations. These are different reasons and have some different data points we want to capture. These are very different angles, but have a long term timeline that make sense to have them grouped to a Success Plan With the KPI we want the starting value, target value, and ending value but we do not need those on the Recommendation. On the Recommendation, we want to show LOE and Implementation Difficulty, but do not need that for a KPI tracking. We also want a status for “Closed Not Implemented” or “Closed Implemented”. These do not make sense for a KPI

andreammeldeHelper ⭐️⭐️

More CTA Options in a Success PlanNew Idea

balajibvContributor ⭐️⭐️

Data Designer - Formula Field - Date - Is this a bug?

Im trying to create a date difference between two date fields in data designer (Created Date and Current Date) say a Success Plan.When creating a formula field for date type, Im confused why the second parameter wont load any date related field? Instead its showing an integer field. Also why it wont show option for “Today’s date” as it is available in Reports formula field? This seems to be a huge gap and a bug?

Now that we are on NXT, we are fully shifting our view in Gainsight to the Person/Company Person construct in place of SFDC Contacts.Previously though we had a Related List section on C360 that displayed the list of SFDC Contacts. Our end users would frequently use the Export function on that section:There does not appear to be an export option in the Company Person view:The only workaround I can see would be creating a Related List view off the Company Person, but this would not give them the ability to Create new persons and we don’t want two sections.This is a request to enhance this widget to have an export option.

darkknightExpert ⭐️

Company Person should be able to export the List ViewDiscovery

Customer Communities (CC)

emillerContributor ⭐️⭐️

How can I configure Read-Only access to the community for employees?

How can I grant “Read Only” community access to employees? The use case is that we want to encourage employees to monitor what our customers are saying in the community but prevent them from posting until they have approval and training. Another use case is Sales people showing the community during product demos. We do want them to showcase the community but don’t want them to post or reply while logged in as a “demo user,” and we want to be able to filter these users out of our monthly reports. I tried searching for articles and other discussions on this but didn’t find anything.

19 hours ago

spencer_engelExpert ⭐️

Autofill Global Filter ConfigurationNew Idea

One of these little Admin Quality of Life things I’ve been meaning to post about for a while: Please autofill our global filter configuration! What I mean is this: Let’s say I have a dashboard that sources 5 objects, and each of those 5 objects are responsible for 4 reports. When I configure the global filter, it asks which object I want to set as the default. So, for example, I select “Company” and then configure my field. The global filter setup then autofills all 4 of my reports built off Company. Great! However… The painful part now begins. Instead of being able to autofill each of the remaining 4 objects, I have to painstakingly configure my global filter for each of my remaining 16 reports. Why?? Please add an enhancement where I can have the rest of my 4 objects autofill once I select the right field. Thanks for considering.

22 hours ago

sam_budderyGainsight Employee ⭐️⭐️

Auto Add Company Logo when adding new CustomerDiscovery

Now that the C360 supports a company logo it would be a huge time saver if the company logo could be automatically added from the company domain.There are a few CRMs that do this probably using an API like this https://clearbit.com/logo

22 hours ago

sshroffGainsight Employee ⭐️⭐️

CS: August 24th Post-Release UpdateNews

Hello Community, We are committed to keeping you informed about Post-Release changes that may affect your planning and work. Going forward, we will share updates through two channels: Product Updates section in Community A solution we are currently working on to provide information on Known Issues with widespread impact. We will share more details regarding this as it becomes available.By centralizing post-release communications, we aim to make it easier for you to stay informed about any changes or new developments after a release. Updates shared here will cover any changes from what was originally communicated in the Release Notes, such as feature delays. These changes will also be updated in Release Notes which we will link here (as seen below).Two key updates from the August 24th release we would like to highlight are: Gainsight Assist Plugin - Add Activity Type in Chrome and Outlook Plugins This enhancement can be disabled or reverted to the previous version by contacting the

540

22 hours ago

shayerisenGainsight Employee ⭐️

Upcoming Gainsight CS October 2024 Release Sneak Peek!

Hello Everyone,This is to inform you that for the Q3, October release, there will not be an Early Access to Release Notes document available. Here is a high-level list of tentative items you can expect in the Q3 Gainsight CS release:Scorecard Optimizer - Improvements to Setup and Model Results* – We understand that optimizing scorecards is a challenge for many customers, as assessing their effectiveness and choosing the right weights and thresholds requires complex data analysis. This makes it difficult to predict churn and expansion accurately, which is crucial for efficient Customer Success operations. *Please note the Scorecard Optimizer enhancements are no longer going as part of the October Release. Timeline: Calendar Context Resolution Update: While customers have made great use of the Calendar integration for creating activities, some have encountered challenges with contact data not being consistently accurate.

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balajibvContributor ⭐️⭐️

Data Designer - Formula Field - Date - Is this a bug?

Customer Communities (CC)

emillerContributor ⭐️⭐️

How can I configure Read-Only access to the community for employees?

19 hours ago

marnol14Explorer ⭐️⭐️⭐️

P360 Attributes widget is not loading

I’m looking to launch the P360 to our internal team but the Person / Company Person Attributes fields are not loading for me. When previewed, every other widget is giving a preview, except for that one.Is there a known bug that is causing that widget to not load in the P360?

How to update attributes of inactive users who aren’t logging in anymore?

gkamauContributor ⭐️

Product Experience (PX)

In our application, users can be deactivated and they no longer login. We want to sync this status to a custom attribute in Gainsight. The user is not logging in anymore and therefore the identify call cannot be called. How can we update the attribute in Gainsight?

Gainsight PX - How to highlight articles

scampbellContributor ⭐️

Product Experience (PX)

Hello, Does anyone know how to display the below view to the KC bot, I would like to put highlighted articles in this section.

jjarvisHelper ⭐️

Drop Down Lists in scorecard widget report

Hi, I have a Scorecard mass edit report that has some MDA dropdown lists. It would be useful if there was an inline filter on this field type. Thanks,

jenhermsContributor ⭐️

Link Tracking and Outcomes in Advanced JO

I’m using Advanced JO to do a multi-step program. I’d like to redrop the first email if it’s unopened within 5 days. However, I’m finding that Opened and Unopened are not available as Outcomes when you are tracking links within the email. Is it possible to enable link tracking in an email and have the Advanced JO program show the Outcome of Opened and Unopened instead of Link Clicked & Link Not Clicked? The only way I can see the option for Opened and Unopened is to turn off link tracking in the email, but then I can’t track engagement with the email. Is anyone one else running into this issue, and if yes, what are you doing as a workaround?

Customer Communities (CC)

ljaynesContributor ⭐️

Are nested alphanumeric lists supported within a numbered list in an article?

I’m creating an article in our knowledge base that includes a procedure with numbered steps that is inside a spoiler. I’ve added this code <ol style="list-style-type: lower-alpha;"> to include a nested alphanumeric list within the numbered procedure.When I’m in the authoring tool, the content looks fine.But when I preview the article, the indented alphanumeric list is converted to an indented numeric list.Can anyone help? Thanks in advance!

gabrielaarenasContributor ⭐️

Best practice Reassign CTA's when a CSM is no longer an employee

I had 2 CSM’s who are no longer with the company so their book of business was reassigned to new CSM’s. The CTA’s are still in the old CSM’s name, what is the most efficient way to reassign their CTA’s to the new account owners?