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There doesn't seem to be a way to add timeline entries from the RC forecast page. Is that intentional? I think renewal managers would benefit from being able to create timeline posts from here.

It would nice to be able to still use Email assist even if a customer has opted out of emails.  This is technically coming directly from the CSM not the ORG email and should still be a possibility.   Use case Customer has opted out of operation emails.  A CTA fires for this user with with an email assist task.  Since they have opted out the CSM is not able to email them even though the email looks like it would be coming from the CSM directly.

Hi to all, We have two ideas.In our bussiness we often need to send private message to a particular set of users (or to all of our community users) with certain type of criteria, by Rank, User Roles, Badges.It would be great if we could have this functionality at Insided backoffice, under de private message menu .Maybe some kind of display form where we can set one or more type of groups and also picker  if we choose to send to “All” of our customer user community. The other ideia is the possibility to add  an attachment file to the private message ( one to one iteration or  one to all) like pdf, newsletter document, .Here is a draft what we propose .

There are many times that the changes that I have just made within an email template are not what I wanted and I would like to click UNDO.  Can we get this added to the list of enhancements to the email templates?

Seems like there is a need a few more notification preferences in regards to programs. For example, we used to send a email when a bionic query ran but fetched no contacts. Seems this was removed so I'd like to see the option of being able to do this come back. Also, I think it would be nice to be able to determine who gets sent these emails other than the person who creates it.

 I'd really like to see fields X Y Z in the main dashboard!

I love Timeline so much both from an angle of what it enables our customers to do but also how it drives sticky adoption with our customers. After working with it for almost a year now and seeing feedback from community I wanted to share some UI/usability ideas that might help to make Timeline even better. Not sure if any of this is already in the works or not. Ideas summarized as follows: Drafts (in red) - fly out option to minimize/maximize drafts window to better use real estate (and maybe an icon notification to show if there are drafts while the draft window is minimized). Milestones, NPS and other types (in o

USE CASE:I have a custom account field for companies who’ve elected to NOT receive engagements. So I want to edit the attribute value for the specific accounts based on customer feedback whether they should receive the Engagements or not, and this can be used as a rule in audience criteria in the Engagements (Display the engagement If the custom attribute value is true only). I’d like to be able to manually change it within PX without an unnecessarily heavy API process. Other Solutions We have:If we have the integration with SFDC, we can create a field in SFDC(Account/Contact) and Create a custom attribute on Account/User in PX and sync the value We can update the field using the API’sHowever, there is no way to edit or update the field value manually.  Video Recording of the Use case:https://www.loom.com/share/710003bb467549089de8c

When a CTA has several tasks (playbook), it would be awesome if there was a colored progress bar as you complete each task within showing on your cockpit list view. For example, if there's 3 out of 5 tasks complete, it would show 3/5 underneath a green bar. (I saw some other requests that are similar, but wanted the CTA to automatically be set to 'in progress'.) Thank you!

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Invent a robot that comes up with ideas for Zaps and sets them up.great idea manbit of codewhat happens to this shit in Slack  

Invent a robot that comes up with ideas for Zaps and sets them up.great idea manbit of codewhat happens to this shit in Slack  

Our CSM's love how Timeline looks because it has the details of the activities clearly listed and easy to read in one view, since the viewing of activity history in Salesforce is very clunky. The only issue is that since it's not a 2 way sync, they only show timeline activities they've logged manually from Gainsight and not the entire account activity history. As a stop-gap, I have an activities report on the C360 and we are not mandating nor implementing/sharing the use of timeline (nor are we currently syncing it back to SFDC). If we could see the entire activity history from an account in this timeline view, we would suggest more use out of it from our reps, but currently all of our calls/emails/meetings automatically log back into SFDC from other apps, so we don't want to give them too many places for logging. Also, couldn't find another post for this surprisingly although I'm sure it exists. Feel free to "Close" or merge this if it exists el

When clicking on a company name in the Customer Tab, can we get it to open the Customer 360 in a new tab automatically?  I know you can right click but I have been asked about this functionality quite often.  Our reps often manipulate the Customers Tab as a Lead List and opening the C360 in another tab by default would greatly improve their experience.  Gainsight functions like this when clicking on a Customer name in the Gainsight tab. 

Hi Team,Apart from providing Start time and Run Time ,please show up Run Date also in Rules Execution History. 

Hi Can you set up the objective template in a success plan so that only one objective at a time is added, and that each objective creation is triggered by the completion of the earlier one? ThanksKatie

In Survey Analytics we have around 10+ reports for each and every survey.There were around 5+ surveys and for each survey we manually had to create 10 + reports same as Survey Analytics and add them in Dashboard. So here our Requirement is can we make use of reports in Survey analytics in Dashboards.

Please update this on our tracker as a #high priority issue.  We have more users requesting this in Phase 2 implementation. Original post: https://community.gainsight.com/gainsight/topics/email-signature-irowvsdn1me84?rfm=1&topic_submi...

Posting on behalf of a PX customer - Currently, the Bot allows PX users to add articles via URL to the bot. However, it would be great for users to have the ability to pin or bookmark their own articles on the Knowledge Bot.  CC @mickey  

Hi Team,I am currently,  creating a few invoice usage reports, for our Client Success team. The source for this is the MDA object in Gainsight. However, when using the MDA, I am unable to segment the reports on the Fiscal Year/Quarter. It defaults to the Calendar Year/Quarter. I read a few articles, mentioning this is a limitation of using MDA. However, the CS team depends heavily on Fiscal year results and hence, need the reports to be based off of FY. Would you be able to assist on the issue? Appreciate your advise on this. Thanks & Regards,Vinitha

When working with the CTA on fields that are on the CTA detail, I am consistently forgetting to push the save button after I update. This is mostly due to the fact that you have to scroll down to see all the fields on the layout. This results in my CTA's not being filled out properly which makes me a sad panda. Is it possible for this to auto-save when updating a field on the CTA vs. pushing the little tiny save button? If this is not possible, there should be a pop-up warning when trying to leave this CTA like "You have unsaved changes...are you sure"?

USE CASE:Currently in the PX we can be able to mask the IP address by using the UI only which will be applicable to all the users of the specific product. But How about having a feature like enabling the IP masking dynamically (by using the JavaScript code). By having a feature like this we can apply the filter conditions to turn on/off the IP masking for specific users.

Our teams as asking for an option to view both the Open and the Closed CTAs in the Cockpit view on the Customer 360 page. Toggling between open and closed to view all contact is an unnecessary step for us. We're also seeing that our partners miss the option to choose "Closed CTAs" in the drop down to see recent contact. 

The ability to preform advanced data manipulation (Update,Delete,Copy) for our MDA tables from within the Data management tool would allow greater flexibility and control for our clients.  Is this something that we have previously considered or is possibly under consideration for our future road map?