Archive

Through Gainsight ticket 71673 we learned the Timeline draft limit is 2,000 which is about 7 drafts per user for the approximate number of licenses we have. We are nearing the limit before implementing email to Timeline and email to Timeline relies heavily on recording drafts when the cleint email does not match in Gainsight. Please increase the limit for all instances of Gainsight, or at least make it a per user limit so drafts save properly everytime. Thank you.

I am posting this on behalf of a customer. They want to choose  Email addresses instead of names while searching for external attendees in Timeline meeting Activity.Also, Can I set the dropdown list such that it has 2 columns (name and Email Address of contact).

Hey Guys, I was speaking with a customer today about filters on the Global Timeline. Do we see having the ability to have sticky filters when filtering by Author?

From the Timeline view, our users have requested sticky filters so that they do not have to change the filter on Author to their name each time.  They’d like it to default to Logged In User, or allow them to save custom filters as they can do in the Cockpit view.

Currently, in the Customer search we are able to designate the style of search: Though, within the Timeline Activity search, you are not able to use 'search contains' - this makes it very clunky when you have longer Account names (or Account names that include inconsistent use of hyphens, etc.) since you have to start from the very beginning of the Account name: Having this consistent across searches when our users are leveraging Account names would be very helpful in streamlining their process! Please consider bulking up the search for Timeline Activities. It seems to be an expectation when it already exists in one area of the site, and then not another. Thanks so much!

We would like the ability to search by account name, not just relationship name when logging an activity in Global Timeline to the R360. When logging an activity via global timeline, the Related To field allows us to search by relationship name. For us, we have standard relationship names across accounts that do not include the customer name like your example on the help site (https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/User_Guides/Use_Time...). So, when I search by relationship name, I get too many accounts to just scroll through them all. It would be nice to relate a post to the relationship, but still search by account name to then select the appropriate relationship.

If I search for "ben" i only get the result for an entry where ben was used exactly. If I search for "benjamin" I get the result for a different entry where Benjamin is listed as an attendee. It's the same Ben which could lead to missing key info

Can anyone confirm what fields the Timeline Search box is searching? Is it both subject and body, or just body? I could not find this information in any documentation. Thanks!

Request we have received from our CSM team: Timeline is a great, searching tool for keywords to find references or other customers doing the same thing. Such as, I searched for variations of "6 week schedule" to see who was doing this so I could chat with the CSMs about a challenge my customer was having. When you search on a keyword and the list of Timeline entries comes up, it would be great to highlight the keyword in the body of the entry, so we can quickly find it. Some Timeline entries are pretty lengthy making it more time consuming to evaluate if the item is relevant.

@lila_meyer we were initially promised this end of July, then end of August/Early September. Are there any updates around access restrictions being honored in Global Timeline. This is a huge pain point for our public sector team whose main concern is security.

The ability to upload images and docs are great with Timeline. One piece of feedback that my CSMs have is re: viewing the image that they uploaded into Timeline. Instead of having the image/document get downloaded into their computer again, it would be great if the document or image opens up in either a new window or in the actual activity. Is this possible? It's something so minor but it would save a ton of clicks and downloads :) 

This is a specific use case when logging something into timeline.  If the csm logs it incorrectly, say a meeting over a churn risk, instead of having them redo it, I would like the ability for them to just change the type.  this would also be useful in tracking case emails for reporting.  Thank you.  

Hello - Is it possible to add a person to a people map that is separate from the rest of the org chart (“floating”). I have a CSM that has someone that they want to add, but they don’t know who they report to yet, so no one to tie them to. Thanks

I think that being able to filter by additional fields would be massively beneficial for users. For example you could filter by Sales Region, or by Segment (SMB, Commercial, Enterprise), or by Engagement Model (Hi-touch, Low-touch, Tech-touch), etc. More ways to slice and dice the data within timeline.

Would be nice to have a pop-up to notify anyone viewing a C360 that a measure has exceeded it's Validity Period. As it stands today, you have to be actively looking at the measures and/or scorecard mass edit report to identify these accounts. A pop-up reminder would be useful.

Hello!   I’m wondering if we have any plans to add more details for users to add in to their Profile in NXT?  Hopefully details that would include Company Address, Business Unit, Phone Number/other contact info, etc?

We are looking to use the same Power List across multiple different Programs in Journey Orchestrator and then filter down the emails (similar to what is shown at the bottom of this support article: https://support.gainsight.com/Gainsight_NXT/Journey_Orchestrator_and_Email_Templates/Email_Templates/Create_and_Send_Multi-Version_Emails) However, when there is only a single email version in a program, the ability to filter does not exist. It would be great if there was still the ability to filter even if there is only one email version in a Program. 

Has anyone had success utilizing the Sandbox Management utility? We had issues after our last SFDC sandbox refresh that required 2-3 weeks of time to correct. Unfortunately it happened right in the middle of heavy development and deployment of scorecard 2.0 and multiple Rules Engine configurations. We want to sync our Gainsight prod to our Gainsight sandbox get things caught up so we can go back to the best-practices of development using Sandbox with pushes to production.  For the record - I am not a fan of doing troubleshooting or backwards development in a sandbox! Seems like a waste of effort. When we attempt to refresh the sandbox the prompt asks for SFDC Org ID - which errors with “Invalid Parameters Message: New org id is already present” when I input our existing SFDC Org ID. Ref: https://support.gainsight.com/SFDC_Edition/Administration_and_Permissions/General_Administration/Gainsight_Sandbox_Management   -Documentation does not indicate that you cannot perform a MDA Tena

Customer has the following use case. They fire off three CTA's when someone becomes a new customer -Discovery -Pre-Deployment -Deployment They are wanting to pull in customers which meet the following criteria: Has a Discovery CTA with a Status !=New   AND Has a pre-deployment CTA with a status = new This would let them know which customers have started talking about their deployment with a discovery call, but haven't actually started deploying anything within the organization.  I have broken the report down to this logic   ((A [Name] AND B [Status])  AND (C [Name] AND D [Status]). When I use the "or logic" I get results and I can see there are customers that have both of these CTA's in the statuses that they want to flag.... but if I switch it to AND (what they want) I get no data found.

We have trending data in our MDA object, we need trending report by Monthly. When we create it by Daily it is coming correctly but when we change it to Monthly it is aggregating and showing sum of that value per Month.  But we need only plotting change by Monthly.   We reached out to support (https://gainsight.zendesk.com/hc/requests/90990) currently the feature is not available so creating this enhancement request.  

Can the Bcc feature be implemented for the emails sent from Cockpit?

Hi,  I would like the ability to post things in my Success plan timeline that would be independent of the C360 Timeline.   I would also like the ability for the customer to add to that timeline should they want to add notes to a success plan objective.  In additional, it would be swell if we could publish a link to that success plan timeline to our C360 timeline for internal use only.  thank you.  

Hi Team, In the new feature Snapshot Test Run, we can search through either Account Names or relationship names but we have observed few customers have Same Relationship name being used for all the accounts so when they search with name they are not sure which relationship is being selected. So can we either provide an option to search with either SFDC relationship ID or Relationship ID or another option to add Account Name to Relationship search where we can select the Company name and later the relationship. Thanks,Prathap

The idea would be fairly simple, to add the IP address for user activity. I understand this could be visible, as it is used to be able to track the inferred location of a user.  Use case Every so often, in our platform, we have situtations where we need to understand exactly which user carried out certain activities within an account, especially when the user can be accessed by several different people. The IP address would allow us to achieve this and resolve items with the person directly involved with the activity in the account.    @janire

For 'Persons' section under 360 layouts, in the GUI can we please have a Sort option. There might be multiple Persons and we have to scroll throughout. Even a search option would do!