Archive

Possibility to add the comment field in the mass edit table and allow to make changes there.  Would save a lot of time to add/change new comments instead of having to go to each account. 

Hi All, We have an use case from one of our client stating that Is there any way to notify users via GS internal notification when a CTA is not updated for (x) number of days? Currently, we don’t have any direction way to achieve this. Can you please validate this use case

The limitations for exports do not inform the user if there is data that is cut off due to the size. It would be extremely helpful to have a warning. Many of our users did not realize their exports were being cut off which leads to panic when needing to make last minute changes to presentations. This is especially common when we export usage data for Business Reviews that usually have usage for 6 months to 1 year.   We implemented a work around to have data exported to Domo and then we pull from there. However, it would be very useful and helpful to have a warning so that users know they need to pull the larger data set elsewhere.

We are looking into improving our use of Success plans, and discovered that when objectives are shared as part of a success plan, the external contact is shown the same CTA detail view as an internal user. This means that if you have CTA linked objects for Objectives, these appear as part of the CTA for the customer as well. This is potenatially confusing to the end user, and may include things which we don't want to share with the customer. Upon reviewing all the articles I could track down, and some personal exploration of the Calls To Action section of the Admin, I've come to the conclusion that you can set up a layout per Call To Action Type (i.e. objective) but not control the layout based on whether the viewing the standard success plan vs a shared plan//internal vs external user. Allowing this would enable better tailoring of what information is shown to customers we share our plans with, and prevent confusion by reducing unnecesary links.

It would be create if we could add additional criteria to the Company Person connector for PX. Preferably, the ability to select any field for matching, though at the very least, account or name fields would be an improvement As-is today, this connector, and as far as I’m aware all other person matching in Gainsight, only uses email address as the identifier, but this isn’t ideal. When it comes to the PX connector in particular we notice this limitation, as we sometimes have multiple users related to a single email address (agent@comany.com) or a single person, who has a user on multiple related accounts.

In our instance of Gainsight, we want to display the actual scores for the measures in the scorecard. However, given that the numeric grading scheme has the limit of range 0-100, it has become a difficult task. If we use the configuration to set our on ranges , then the actual score above 100 scales to the range between 0-100. This negates the purpose of displaying actual score.   Can an enhancement be added where the admin can set the default range in the numeric grading schem.

Hi,  I recently have run into some issues with report builder where a field that was used on multiple reports was set to hidden in Data Management.  This caused the reports to try to open but not actually ever open or fail.  It would be great if reports could fail opening and then have a reason why they failed. This would allow admins to quickly fix the issue.  Thank you!

That would be good, if we make a provision to convert the string data type to Picklist and Multipicklist values with length less than 50 characters.

I'd like to be able to add more than 26 items in the Filter section of a rule. It seems that the number is set to 26 because you are using A-Z, but perhaps you could use A1, B1, etc after passing Z, or some other numbering scheme to allow more filters. 

It would be great if we introduce the time and day functions in rules and reports. These type of functions will help in analyzing the day wise data.  

We would like to be able to add a section to the C360 that would list the email templates or outreaches the account has been a participant in to show open rates. We use both outreaches and JO programs to send emails today based on the need. The information is logged in two different objects, preventing us from adding a single report on the C360 that would show all emails sent to contacts on the associated account and open dates, open count, etc. 

Druva Inc mentioned that, they want to see in status page if we have any issues on Infra side like queue load etc. So that they will plan accordingly to send JO programs. For example, syncing takes more time when we have infra issues, if we display those in status page every customer can plan their schedules accordingly.

There should be a way to set up a rule to allow emails from BCC to timeline from specific users be associated with specific accounts. This way if there is one contact associated with multiple accounts, it will map to the proper account depending on the sender.

Referring to the columns that appear when searching for a contact in the Email Assist TO: line   It would be helpful if admins could control the fields that display in the pop-up, specifically around job title or role fields, to be certain they are selecting the correct contact without having to refer to the contact list in a separate window.

It would be great if we have a mechanism to auto map the filed names, once the target object is selected in Rules Action. Something similar to the UI in ETL Tools.  

It would be good if you provide a provision to create Calculated Fields for custom fields in CTA or any System Objects.

We use various measures in the scorecard which depending upon the score should be green, yellow or red. Also, we want to display the actual score. So, we decided to adopt the numeric grading scheme. The drawback of numeric grading scheme is that it allows the ranges for colors for all measures and does not allow to configure different ranges for different measures

To provide better visibility into potential engagement conflicts, it'd be helpful if the Engagements List View included the engagement's location and/or page that it's targeted to. Right now, I have to click into the individual engagements to see the location in the app that the engagement will appear.

It will be helpful if we can store URLs in the Customer 360 Comments field. This will allow a user to store any relevant links in the comments field. The answer I got from the community does not solve my issue. That answer is at: https://community.gainsight.com/360-company-relationships-14/does-gainsight-allow-me-to-store-urls-in-the-customer-360-page-38057?postid=41426    

Hi All, I noticed  the timeline enhancements made it more cumbersome to add a comment to scorecards than it previously was (see below). We review our Scorecard Mass Edit report during a monthly meeting, so we need the ability to add or update comments quickly.   Old Method for Adding Comments to Scorecards New Method for Adding Comments to Scorecards   As you can see, there are several more steps required to add a comment than there was previously. Can we decrease the # of clicks needed here? Maybe allow for more in-line edit capabilities again (while continuing to track the change in timeline on the back end)? 

I'd like a way to archive old playbooks as opposed to simply deleting them. This would enable us to go back and review them to either revive part or all of them.

When we want to de-activate an old CTA type, we need to re-assign the old CTAs to a different (active) CTA type before we deactivate them. But this is a weird behaviour since you would want to keep the old/closed CTAs as it is for reporting purposes. Why do we need to reassign all the CTAs to a different CTA type even when they are closed in order to deactivate a type?

There is currently an "Active" checkbox for CTA Reasons, however once the reason has been applied to a CTA it cannot be disabled. It would be great for this checkbox to allow for the reason to show/not show when creating a CTA. The problem: When implementing Gainsight we didn't fully map out all CTA Types and associated Reasons. Now we have a long list of irrelevant Reasons available to 'All' CTA Types. This makes reporting difficult and the end user experience poor as there are too many options, many of which are irrelevant for the CTA Type selected. I've also been looking into Mass Edit, however there is no way to update the CTA Types on existing CTA's, so I cannot align types/reasons as needed.

It would be helpful if we enable the Path of a column in Success Plan Field Configuration, we are showing in NXT not in SFDC Version.  

It would be great to be able to log in to the Gmail Plugin without being logged into Gainsight in another tab.   I noticed that if I am not logged into Gainsight already, the login to the Gmail Plugin crashes.   As you have to log into your Gainsight account in the plugin, it doesn’t make sense that you should have to be already logged into Gainsight in another tab.   It would be great to not have this dependency for the login.