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As we have people getting more familar with Renewal Center, I’ve seen a request come in that the table view for all of the reports on the Analyze tab should include the edit/detail view button found in all of the action cards and the forecast tab. This would allow for faster adjustments if a user runs across an error.

Hello everyone,  We are planning on rolling out Gainsight Mobile to our Sales team to help give them a view to any customer at any time. In reading this how-to, it looks like right now you can only display at the Account level. https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Overview_o... Has anyone tried Gainsight Mobile out and any idea how to get the Relationship to display? Thanks, Scott

I have a customer that would like to be able to use the mobile view for multiple layouts in C360, currently only in the main default layout this is possible. However I feel like for the customers that are using mobile this would be very beneficial to have this available for the other layouts also.

When editing a record via Data Operations, it would be better to have fields laid out in alphabetical order. Seems like most standard fields are near the top followed by custom in alphabetical order but not consistent.

It will be nice to have the ability to change/add a column in the output tables in the Success Plan PowerPoint. Currently the table in tasks from the objective slides has no description and we would like to bring in those info.

It would be helpful to have a preview button in the config of Success Snapshots 2.0. When you think about text sizing, etc. - its a bit hard to tell how it's going to fit onto the page, but a nice little preview button would help give the admin confidence they are configuring correctly in a very efficient way.

While trying to Make Success plan from “Draft” to “Active” Customers getting error message as “SUCCESS_PLAN_OBJECTIVES_FAILED”  As per error log - the exact error is “CTA due date cannot be less than task due date”  Can error message be changed from “SUCCESS_PLAN_OBJECTIVES_FAILED” to Exact error message “CTA due date cannot be less than task due date”  so that error will be self explanatory and customers can take action 

I have a desire from my business users to have hover/help text for individual data attributes in Gainsight - similar to the functionality available in native SFDC. This is currently a limitation of Gainsight unfortunately. We've determined a number of workarounds to this requirement, however it would be a great feature to see in Gainsight in the future. I can see it being helpful in the enablement of new CSMs to the platform. Has anyone else in the Community expressed interest in hover text?

Having the ablity to build in your CSM staffing model  in gainsight and report on utilization and excess capacity would be a very helpful tool for Customer Success Leaders --- the model could be very simple -  # of hours per customer in each segment X total number of customers in each segment of  a CSM portfolio  would get you to the hours utilized . Hours utilized / Hours available gets you to your capacity vs utilization  - -- It would be helpful to also have the capacity to create different models for different roles i.e.  CSA,  Major Accounts CSA, Professional Serivces, etc.  

Posting on behalf of a customer:Currently, I can copy and paste a list of comma separated values (such as emails) into the PX engagement targeting. In order to get this list, I have to have a certain version of Excel or manipulate the list in Sheets. Instead, I would like the ability to simply download the CSV file from another system, then upload to PX and select that I want the engagement to be targeted to the email addresses in the list, for example. Business case: Sometimes, I want to get an engagement out quickly but the targeting I need is in another system. Rather than waiting to get a custom attribute, etc set up, I need to quickly get this information and target it within PX. 

The current limit is 2MB for templates in Journey Orchestrator.  We need to send out attachments that are between 2-4MB in size frequently and have to either info from the content or lower the quality to make it compliant.  Please increase the limit to at least 10 MB. 

I have a use case where I want the ability for Managers to act as a gatekeeper when making modifications for Direct Report’s CTAs.  Mainly with due dates, where whenever a due date is modified that it notifies and allows the manager to approve or deny the change. This came up when discussing different performance metrics for our CSMs, and right now it is just a trust factor that CSMs do not edit due dates to inflate KPIs.   This would also improve manager visibility into actions and difficulties that their direct reports may be experiencing.

Hi, We have a number of our users which are asking for the ability to export all contacts within the Person section of their C360 view, however I have not found any means to do an export here. Am I missing something or do we need to present a contacts report to our end users to work around this? 

When fetching User ID fields from Customer Info in Data Designer it changes the fields to String type fields. This means that you can’t use an ID filed in a global filter on a dashboard containing reports built off of a DD object. 

It would be useful for a PX user to be able to add/arrange the attributes in the Audience or Accounts Explorer, without having to be given the Manager permissions.   Alternately, it could be very helpful to have an Admin (or Manager) push Attribute views to end users. 

It’d be cool if we could customize the transition from step to step in engagements. I don’t need to do gimmicky transitions like in PowerPoint, but controlling how long each transition is would be nice, and whether it appears suddenly or fades.

Posting on behalf of a customer… It would be great is the Knowledge Center Bot could be set to display at maximum size by default.  Right now, the user must click the top left control to make it bigger.  See below: 

I know that we have the option of adding the "Wrap Lines" after the report has been built and is in production either in the C360 or on a Dashboard.  However, this requires that each CSM go through and check that box so that it saves the report with wrapped lines for the columns. This is kind of annoying and can lead to CSMs/end users nitpicking on these small things. Especially on reports that have longer text fields or the column header is lengthy.  It would be great if we could have the "Wrap Lines" option within the Report Builder, so that as default you can create a report for everyone with the wrapped column lines already in place. 

Hi Team, As of now, we don't have default/explicit Status field in Timeline Activities. So currently, status for all the Gainsight Activity is by default synced with this status value in SFDC. So if you create activities in Gainsight, and if you have selected open status, then the syned activity will just sit open in SFDC, until someone manully changes it. What we want is to have status to status mapping. Like, if I create a activity of type In-progress, the sync activity should be In-Progress and If I create Completed it should be Completed. Currently, it is only one Status that is applied to all activities sync to SFDC -

Would be great to have Gainsight JO have the ability to adjust case formatting of customer names by using the equivalent of the ‘proper’ function from excel before sending out the emails

Specific situation: We have a quarterly report for our professional services team. We have the PSM mapped as a custom field in the program but want to be able to pull it into our final reports. I can access who the CURRENT PSM is via the relationship, but since this is used for performance we need to know who the PSM was at the time the survey was sent. There is quite a bit of turnover/moving accounts in this area of our business, so keeping track quarter to quarter is almost impossible. BONUS if this was also available in the Analytics tab so we could show/filter by these custom fields there as well.

Our community’s superusers have asked for the ability to delete their own topics/replies. Just as they can edit the body text, this option would time out after 60 mins.Maybe this could be applied using user group permissions in the control panel? It’s not for all, just our regulars

After launching an engagement, you get redirected to the list view of all engagements. Might just be me, but I often launch an engagement and want to go test it in my app to see if it behaves as expected, but when I get redirected it’s annoying to have to go back into the engagement to make any edits, i’d rather it just launch and stay on the launch screen.

If you tokenize the survey score in a NPS/Survey Program, it includes a decimal for some reason. It’s not a huge issue for my use case, since I’m creating CTAs with this information, but I certainly would not want to send an email to a customer thanking them for responding with a “9.0” score. 

My team has been asking for the ability to enter timeline entries via a Task instead of at the CTA level. The idea is a CTA is tied to a process and the entry would show the respective CTA/Task associated with that entry. This helps identify quickly in timeline what took place for that piece of the process not just at the CTA high level.