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Don't know how possible this is, but figured I'd put it out there. I love that you can filter the Rules Engine for Source Object, Action Type etc. Is it possible to take it a step further and filter for rules that are using/referencing a specific field (Native or MDA) in a particular Setup Action type?

I mentioned something about this a long time ago but, wanted to get it on community. Often times when there are many rules in the rules engine it becomes cluttered. One of the saving graces of being able to sift through all of the rules are the different types of searching capabilities. One of the main things an admin often looks for is what rules touch an object. While being able to pick what rules source an object is beneficial, we often have multiple rules that push data to a single table.  Unless you are very familiar with all of your rules it can be difficult to tell which ones can be pushing to a certain table. The feature request that would be beneficial is the ability to select 'Target Object', just like you can 'Source Object', and then pick the MDA or SFDC object. This then will display all of the rules that have a load to action to that specific object.

From the Reports 2.0 Repository list it would be nice to be able to edit the name of a report directly without having to open it up and go into the report builder.

As an admin, I want to see all new Ideas with Ideation Status “New” and save that as a custom filter.  This is to expedite my moderation workflow. 

It would be nice if you could select the order of tasks per playbook instead of a global setting.  

Currently the “Share” button has three options: Twitter, Facebook, LinkedIn. As content in most of inSided’s customers’ communities revolves around service and self service, sharing it to the three social networks doesn’t make much sense most of the times, as issues, problems and questions usually are quite specific. It is more likely that users want to share questions and solutions (the majority of the communities’ content) to single peers (or small groups of peers) instead of large groups of followers or professional contacts. WhatsApp is the biggest social messenger, that’s why we propose that the “Share” button gets a new option: Share to WhatsApp. After tapping on the WhatsApp share button, WhatsApp opens on the users’ phones and they can choose the recipient(s) they want to forward the URL to.

Hi Team,   Currently we do not have the functionality to setup the default HTML code for all non-operationalOperational email templates.The only option is to manually edit the HTML code for each of the template.   Can you please have a look at this requirement and let us know if we have any plan to implement this in future releases ?

It will be an advantage if we can add NULL handling string functions in rules engine to handle null values. Sample use case is whenever history tracking is enabled on user defined custom fields on Gainsight objects, Old Value which is a text field is populating NULLs into history fields. When a customer wants to compare this Old Value with New Value and take actions like create a CTA for the comparison result set there is no current feasibility to do a comparison of Old Value field with New value field in rules engine. If we can have a function like NVL() it will be more beneficial to support such genuine use cases.

Posting on behalf of a customer. Under the newly added data operations logging section the only thing that is currently tracked are modified records. Created records and deleted records aren’t tracked at all. In the future it would be very helpful to have this ability. 

Currently, we can have Sally find and display the CTAs assigned to the current user (e.g. My CTAs). However, we would like to be able to have Sally find and display CTAs for any user. This would be useful in situations when a CSM is OOO, requires additional help, or a manager looking to quickly see activity for a specific CSM. We can create an Insight and pull a report of all Open CTAs and then use the Filter to specify the Assignee. This is three steps: Show Insights <Type Name> <Insight Name>, then selecting the option to add a filter, and finally typing in the name of the Assignee. It would be preferrable to have the ability to either have a built-in query for any user (like the My CTAs query) OR be able to include a filter as part of the Insight query.

I’d like to give our Executive Team and CSMs the ability to use Gainsight Sally within the Gainsight App to call information from a custom section of C360. I talked to Gainsight Support and they said this was possible by adding another section to our C360 in Gainsight. However, I’ve been unable to call the C360 section within the Gainsight App.  Has anyone else had trouble with this?

The Survey panel in the C360 has two tabs, “NPS Responses” and “Survey Responses”. I’d like to disable the “NPS Responses” tab as it is not applicable.

It would be great as an admin if we could add tokens to playbook tasks. For example, if a task requires a user to go to a customer specific URL, it would be nice if we could surface that automatically in the task description. 

It is a pity that in Surveys 2.0 we can't print the analytics of a survey into PDF and thus share these native analytics with other people within the organization that don't have access to Gainsight. The surveys are an important feature and represent an incredible output in the customer success world. It's such a shame that we can't export these analytics branded Gainsight with other people, to show the value of Gainsight as a tool inside the organization and attract more users. The problem appears when you have matrix questions which are represented in the analytics as iframes and have their own vertical scroll (additionally to the scroll of the main page). Thus, the questions within the iframe can't be printed at all in PDF because of the scroll of the iframe. Would be great to have a solution for this. Thanks.

It's current possible to create a program that has multiple source types but not multiple sources of the SAME type. We are limited to only using one Query Builder, PowerList, or CSV source per Program. From and admin and analytics perspective, it would be very helpful if we could use multiple sources of the same type so that we wouldn't need to duplicate/create additional variants.

Hi Team, Can you please suggest a way to delete large number of contacts from three people objects, other than removing them one by one. These contacts have no history so, we would like to remove them completely from all systems. Thanks Madhu

I have a customer that asked if syncing two brands into one Zendesk instance was possible. Currently the answer is no but I know some customers do have two brands / instances in Zendesk and would like to have both be able to pull into Gainsight. Or if possible sync Brand name and Brand ID so they can be distinguised.

Hi. Can we have an option to create/apply a Transformations on the CSV file in JO Programs. i.e. righr now we don’t have an ability to do some transformations if we choose the csv file as Input in JO Program. Example: I want to apply some filetrs on the Source CSV file form JO Program it self. Right now with my knowlwdge we don’t have such options. So if we can provide that options in JO with CSV files that would be great.

Hello Team,   I do not think we have a way to build a report to see in which program the source is scheduled.  One of my customers has 198 programs and out of 198, 150 are active(few of them are one time, few of them are ongoing). If we want to know which is one time and which is ongoing, we can look at source schedule. But right now, we do not have option to see this in the reports. We have to open the Program and see the schedule info. This is impossibl to open all the Programs and customer is getting frustration.   Do we have any solution for this? If we do not have, Can we get this feature/option?

This is for NXT Hybrid. If you are logged into SFDC and get a timeline draft email clicking the link takes you to the NXT tab and to the correct timeline page. However, if you are not logged in to Salesforce, the link will not work correctly. This post is an idea to develop a solution.

Is it possible to allow multiple people to edit the same C360 note? I'm often on a customer call with other teammates and I'd like for us to be able to edit the same timeline note independently rather than having one person consolidate everything.

I'd love to be able to add some custom fields to Sally's "Summary" for a customer. For example: There are folks other than the CSM who are useful for someone to know about: the Implementation Consultant, and the Assigned Sales Rep There are a few stats that provide an excellent overview of product usage, some of which we already store in custom fields on the Account or Customer Info object The renewal date

I have a customer that would like to be able to make widgets similar to the one below, there are multiple use cases here:  Open Support tickets by priority being one of them. I find that this would be super helpful for all customers if they had their support teams using GS.

This may seem like a simple thing, but I would REALLY like to see the ability to type in the values when adding answer scoring to surveys. The options are -100 through +100 and scrolling through each time to find 1-5 (which is what we typically use is a pain. If I know exactly what value I want to see I should be able to just key it in, not scroll through a 200 option picklist.    

Please add a Zapier trigger that fires when a new user registers for a community account.