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We have implemented BCC to Timeline for all CSMs due to EOL or limitations with other email logging extensions for Outlook. However, I'm curious if there are any extensions or macros that would automatically add the BCC to Timeline email to a bcc field on replies from Outlook or Mail.app. Any ideas for Outlook or Mail on macOS?

Right now, if the contacts are not present in Gainsight and the account isn't aligning 100% perfectly, we have to manually edit the emails as they are put into draft state. It makes sense to use some simple logic and keyword matching to try and make this easier for the users. The customer should be known based on either email addresses being used or simple keywords in the email itself. That would allow the rest of the names to populate in the email activity as well. I spend too much time dealing with double entries on these emails. Also, if I forward and email to the gainsight system, it should be able to pickup the details from the forwarded email as if I had sent it directly.

I have a request for a customer to increase the overall size of the comments box. Users are typing in several sentences into this box and the window is very small. Users have to scroll through the box to get the full message which can be a bit frustrating. 

When tagging contacts in timeline you are only able to pull the contacts from account directly. We would like to be able to pull child account contacts into the parent account when posting to timeline.

When I @mention and type the Name I get plenty of name to choose from Instead of the Only the Active/licensed Gainsight user. I checked user Management setting and could see lot of user are active those who don't have the gainsight license assigned to them. 1.How do I limit the users to fetch the only licenced user and not all active users? 2. I found many user are active in the Gainsight, however, inactive in Salesforce, I know that the Gainsight Connect job doesn't sync the data for inactive users and hence they remain Active in Gainsight. How do I find the Inactive users in salesforce and Gaisight and mark them Inactive in Gainsight. Thank you

Hi, we have a lot of features landing into Product Feature Tree. It would be very helpful if I could select more than 1 to move over to differend modules etc. Doing it one by one on every release we have it's a lot of manual work. @link_black

It would be great if when looking through the text analytics on a survey we could change the sentiment. For example, I had a comment that was tagged as a suggestion but was actually a really positive comment and I would like my reporting to show that.

Hi all, A business request came up that turned into a good candidate for an enhancement request and discussing with GS Support. I would like to be able to have a rule automatically flag a Call to Action when it is triggered via the rules engine. Specifically in our use case, flag a Risk CTA upon creation. Thanks!

It would be helpful to have all field descriptions populated within non-Custom objects in Data Management so that when you export the schema or view the fields in Object Analyzer you can easily capture and identify the purpose of each field.

User Story Once upon a time, an admin managed a large number of ingestion jobs via S3 Connector and needed to modify the parameters, (S3 folder paths specifically in this tale). When our friend The Admin reviewed the S3 Ingestion RULE setup, The Admin noticed there there was much PARITY betwixt the configuration of the two!! He sat and pondered...could a potential script be magically construed in order to alleviate the burden of this Admin and perhaps MANY others across the land? Hoping this story could end with "And there was much rejoicing!!!" Any other "The Admin's" out there with a similar challenge or pending maintenance item to update these to Rules?

I love the new threaded timeline comments feature and have been already using it a lot. However, I've noticed that the formatting looks odd when there are line breaks. Would it be possible to make this a little smarter and move the entire word down to the next page rather than awkwardly breaking it up? Thanks!

The customer recommends that it would be very helpful if our Product team could push an alert to say 'mapping participant sources incomplete,' as it is very difficult for him to know whether the error is within his filter criteria or if it is with a Gainsight "bug," which he has had before, or if it is due to the mapping sources breaking.

A customer has requested the ability to create objective CTAs in Cockpit and be able to associate that objective CTA with an open Success Plan. This would allow the CSM to have a single process for adding CTAs (all through Cockpit), rather than having to go to a separate section (Success Plans) only in certain situations. This would require the CTA Type objective available to be selected and then make the selection of the associated open success plan required in order to create.

We recently implemented Success Plans and our CSMs are using Objective CTAs and tasks with their accounts. After trying to build a report to show Completed Tasks for Objective CTAs we quickly realized there is a fundimental flaw on getting the task contact(s) for the completed Tasks. After some digging around, we found that Gainsight (GS) uses the object, “Associated Record”, to denote a relationship between a CTA, a task and a contact. What we noticed was that, in the case of the contact being linked to the task only (and not to the CTA), the CTA column in the “Associated Record” is blank. When we're in Salesforce looking at this associated record in the Salesforce interface, we see that the “task” is a hyperlink, and when we click on it, it shows us the CTA to which the task is linked. So the CTA association is definitely in the “GS Task” object, but it’s not in the Associated Record object. Furthermore, when we tried to create a data space using the “Associated Record” as our

Posting on behalf of a customer... add the ability to resize the dashboard widgets for better user display add the ability to choose different chart display types on each widget support a view of Monthly development of NPS, CES, not only the current score [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/PXdashboardfeedback1-3104d240-00d3-4398-a9bc-c6ca16a380b7-1478110085.png[/img] For NPS – ability to see how the categories are developing. In NPS metric, besides the result itself, it is very important to track how many you have of each categories (you can have a consistent score of 17, but detractors may grow/drop together with other categories) [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/PXdashboardfeedback2-6615a50a-9a72-4674-9f0b-048cabc0b910-1477186564.png[/img] Additional time dimensions such as: o Month to date (so we don't need to enter new custom values for a date range whenever we need only cur

I just created a Community post to help customers who want to snapshot data historically. While doing this, I started wondering if we've considered creating an easy out of the box way to do this rather than an admin having to build a manual MDA object and create and maintain a manual rule. Perhaps some kind of history tracking process on objects that automatically kick off a process to snapshot that object to a new table on a certain cadence (daily, weekly, etc.)?

We really need the ability to preview our pieces of content (KB, conversations, etc.) within the Article draft area of Control. We of course can move a 'live' article to a private sub category to preview it and then push it to the LIVE sub category later but, this involves a few extra steps and is a bit cumbersome. Adding a preview button within the article editor would be ideal. Thanks!

Currently in reporting with Stacked and Bar columns in the number is under 15% we do not see a number associated with these columns.  It would be nice to see uniformity and all of these show the correlating number.  Screen shot attached for reference.  

Our team found that there was some significant dropoff after one of our engagements in an onboarding series. We made a few copy changes to see if that would make a difference. I would love to be able to flag a date in our analytics view for that engagement to show where we made a change. This would help us attribute any differences in user behavior to a specific change we made to the engagement.

We would like to see the ability to restrict certain accounts from being able to be shown when using Sally.   Use case:  If there was a customer who requested to hide data on their environment, could we prevent people from accessing that thru the bot requests.

Is it possible to permanently change the default filters in Cockpit? For example, we're not really leveraging the "Status Reporting" field and it has a tendency to trip up our end users.

It would be great if we could enable links for use by customers when they are included in the objectives of a shared success plan, as currently they are read-only. For example; if we include a link to a resource in our help center in a shared objective today, the customer is unable to click the link, or even highlight the url (highlighting description text is an all or nothing experience currently). This means that the customer would have to enter the url manually, or copy the whole of the description, then paste it somewhere, and then re-copy the url, and paste it into their browser. This is not an ideal experience. I understand that some customers may wish to use internal-specific links in their objectives, so were this to be implemented, ideally "enable links" would be a toggle, so that you could control which plans or templates contain customer-usable links, and which dont.

Thanks @harshibanka. We will go with the basic show attempts for now. In the future, I'd love to see PX offer more options to retrigger an engagement if the user hasn't engaged with the CTA. I definitely think it would be helpful to have the analytics that are tied to an engagement become more in-depth as well so that you could assess how well you achieved the goal you had for that engagement.

It would be great to have the possibility to quickly edit a record in either Data Operation or Data Management instead of deleting the old record and uploading the new one. A specific use case is that we hold the Geo VP names in an object so that we can dinamically use them in rules/reports based on their Geo. The Geo won't change, but the VP name might and instead of filtering it out, deleting it and adding a new record through the upload, we could easily change the name if we could edit the record. P.S. In order for this to be safe, it should go along with the Audit functionality so that we can keep track of what is being changed, when and by whom.

I like the out of the box analytics reports that GS provides from automated email programs. It would be great if you could easily turn these into a dashboard.