Archive

When using the Cockpit you can expand to see the tasks and then click to see the detail.  However, you are limited into how much the list view shows you for each task.  Currently you can only see the task name, sync & due date fields.  It would be nice to see task status as well.  The tasks we create are not always sequential.

It would be very useful to have a possibility to configure restrictions for creating different kind of topics. For example, we have a category where only questions should be created. In this case we restrict creation of Conversations and Ideas in this category. And when user will try to create a new topic, he will see that only a Question may be created there. It is important because usually Conversations include a lot of useless messages and in this case we will have to spend a lot of time on clearing spam. If something is not clear, please, ask.

I would love to be able to aggregate to a median number in the transformation task of a rule. Right now, it's possible to calculate an average, but average is not always the best way to aggregate a series of numbers. Median would allow me to do more of my reporting in Gainsight, rather than using outside software. 

Please, make it possible to open a category tree in a separate page in order not to see other categories. It would be very convenient if it possible to open a category tree using the special link. Now it is possible only to give a link with a anchor (like this https://community.insided.com/#platform) but in this case a customer maybe confused because he will be see all other categories. Examples of how this feature may be useful: We know that the customer needs the definite category. We give a category link to him and he will see only subjects from this category We have Russian and English categories. On the main page we create a custom page where a customer may choose "Move to Russian categories" or "Move to English categories". We add definite category links to these options. Customer clicks on the link and the system redirects him to he needed category. If something is not clear, please, ask.

Is there any way to change out the fields on the Edit Summary pop-up on the C360?

Please, make it possible to configure automatic tagging for subjects in different categories and with different statuses (open/answered). For example, it would be very convenient to configure tag "Open" for all new subjects. If solution was found, then we tag for this subject will be changed to "Answered". Furthermore, while having different categories it would be great to configure tags with category name for subjects in different categories. And when we move the subject from "category 1" to "category 2", the tag will be changed automatically to "category 2". Example is below: Also, it would be VERY convenient while having more then 1 language on the community.

Currently, you can only create relationship CTA's from the cockpit or the relationship level. It would be nice if we also had the option to create a relationship CTA from the account level. Right now it defaults to just the account, and doesn't allow the option to add one of the relationships for that account.

Is there a way to automate a CTA to a CSM, rather than an account? I'd like to be able to send a reminder to do something in Gainsight to a group of CSMs that look after our strategic accounts - this would go out the 3rd Monday each week month and then close on the 1st day of each month. Our CSMs look after multiple accounts and this action we're asking them to do can be done on any of their accounts - differs each month. Rather than sending a CTA, one per each account, is there a way to send one CTA to each CSM?  Failing that, I wonder if the best thing would be to auto-create a CTA to all accounts these CSMs look after, and then auto-close it few days later when the deadline passed.  Is ther a better way to achieve this? thanks Katerina 

Upon the new “CTA Type” field, our color-coded CTAs have been removed.  We believe that the color-coding is important in terms of visual appeal and helping our reps quickly identify each type of CTA for prioritizing CTAs/accounts.

With an upcoming process change, we're moving to Bi-Weekly, Quarterly, and Semi-Annual automated CTA's.  While we've come up with a workaround - it would be amazing if these were default options in both Rules Engine and Report Builder! 

When you have more than one Gainsight environment (i.e. QA/Prod) it's important that failure notifications identify from which environment they came. Gainsight Connect and S3 Data load success/failure emails don't indicate from where they originated, so if something failed I have to go look at both environments to figure it out.

Since Gsnaps need an expiration date to create, it would be FANTASTIC to have a notification sent to Admins or the Gsnap creator at least 1-2 weeks before it expires. This way, if the gsnap is being used for outreaches, Admins have enough time to record and replace the video/content in the outreach. Also - this should be an optional feature. There should be a check box when setting up the expiration date that says: "Notify admins before Gsnap expires?" Checking the box would send the notification out accordingly.

Would like to have the ability to configure and share out the Success Plan Gantt chart in a consolidated view so customers do not see the task details

We have a few different teams in our organization that all use Timeline in Gainsight. We have added a picklist type field to help us define the activity sub-type. The problem is that the picklist has grown large, due to all of the different teams and use cases. We would love a way to dynamically filter a picklist field on Timeline based on the logged in user, profile, role, etc.

When an S3 job is a "Partial Success" because X number of records failed, the email is coming through as "Data Load Successful" I reported this issue, and L2 support came back and said "this would be an enhancement request as it is working per design as the job overall start

Its better if picklist uses a “sticky memory” kind of functionality which would always shows the last instance you had selected to keep you from having to constantly change it. The attached screenshot always displays the instance that only has X number of licensed users, but their larger subscription is in the 2nd instance which you have to always select from the picklist and then click the “Apply” button in order to see. Please make that pick list “remember” the user’s last selection so that it could display that same choice for all future inquiries.

Currently, the eyeball icon in C360 section reports only appears if those reports are using a SFDC object to link back to SFDC. I have a business need to have this for reports using MDA data.

We are starting to use Bionic Rules to help generate reports in the S3 bucket that are otherwise cumbersome to create (i.e. multiple joins and formulas). When doing this, we need to create a 'dummy' action so that the rule can run. However, this opens up some risk in that the dummy action will actually update or create records. We would love to have an option to add an action that does nothing allowing us to run the rule without the risk of updates. 

I have a customer that would like to be able to use the same data that is in one tenant ID to two separate sandbox orgs.  Currently we can do 1 after a refresh but they are wanting to refresh two sandboxes and tie the data from 1 of the tenants to both of them. Example: clone a tenant id(and data) and map to another org.

I have a customer that is running into a limitation with reports and colors associated with those reports. The customer has two reports on one dashboard that are using the same "By" Fields in the report. By using the same logic in the report, the customer expects that "account name" will be the same color for the same customer in the report (i.e. ABC company shows up red in both report, XYZ company shows up as blue in both reports).  It is my understanding that we now have the ability to be able to custom color these, however, he can't custom map thousands of customers to custom colors for reporting. Are there any alternatives/workarounds? If not can we take that as an enhancement request?  I have a screenshot which I can share privately, I don't want to post publicly because I (obviously) cannot redact the "Account Name" from my screenshot. 

Whenever we include fields which have URL's  in the Report builder, they are NOT clickable. It would be nice to support a clickable URLs within report builder. The URL's should appear as hyperlinks and when clicked should take us to the respective page.

We've got an issue that probably most customers have or will run into at some point.   When we get S3 uploads and it's updated or new data records, S3 insert/upsert works just fine. But if there is an absence of data that was previously uploaded to S3, there's no way to clear those records. Would be incredibly helpful to have a "delete all" option to delete all the records in an MDA table before S3 upload job processes so that we can insert the entire fresh export of data. Has anyone else found a way to get around this issue?

Posting on Behalf of a Customer. In an active advanced outreach a User can remove a participant manually to knock them off the outreach. However, main issue, if there is a need to add a knock-off back into the AO there isn't an option from the UI. An option to in the future to do this would greatly increase the AO user experience.  As a use case example, if a user was accidentally marked knocked off in AO it would make sense one wants to add them back in, especially if unique criteria is once in a lifetime. Yes, you could possibly modify the uniqueness criteria to bring in knock -offs. However, it doesn't make sense to do so when there are already several legitimate knock-offs on the list.

Can we have the ability to customize the view of the data anomalies page meaning have the ability to add fields other than MRR, ASV etc?

While on-site with Micro Focus they requested the ability to be able to link a risk to a specific Opportunity