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I have a customer who would like to save partial survey responses if the user leaves the page before finishing the Survey.

It would be nice to have the ability to remove a recipient manually from a powerlist.

Hey There, Customer needs an option to override the report filter in the dashboard for every user. Currently we make use of lock button which will be available in the report filter. If you lock the filter it will be applicable to all users viewing the report in the dashboard and not able to make any changes to that report filter in the Dashboard home page.  But we do want the users to have the flexibility to make changes but as an admin I should be able to override their changes whenever required. This could be simply adding a new filter for all.

I've got an AO using the Customer Satisfaction Survey model. I don't want to send an escalation email to CSMs (because that is what CTAs are for), but I do want to send them a CTA instead. I've added a Create CTA after the Respno, but there's no way to put a Conditional wait on that, so I think the way it's set up, it will wait until the participant hasn't responded after 30 days, send a CTA to the CSM, and then immediately end the outreach. I can create a conditional wait after Respyes, but not after Respno? I think this is possible if I use the Email Chain model, but that doesn't allow me to put a survey question in the email itself, and I'm not sure that allows me to use an Associated Object either.  Is there anything in the works to allow more customization of the survey-related Program models?

We are re-launching Gainsight and I am having my CSMs work out of one primary dashboard. We have it setup with their daily functions that used to do in Salesforce, with the perks of Gainsight. One thing that I cannot figure out how to do is add the "Action" column when in a dashboard. They all seem to love the C360 option to preview, edit, and add. How can this be added?

While working with HPE, we came across the need to improve the email notifications capabilities at the Relationship level.  Specifically:  Currently, there is no option to "follow" a customer at the Relationship level. Thus all email notifications "for the customer I'm following" can't be used at the Relationship level For auto-subscribe, there is no option to auto-subscribe users for email alerts based on fields (e.g. CSM) on the Relationship object. Therefore, for org.s that manage their workflow at the Relationship level, there is no way to auto subscribe users to email alertsIs better supporting email alerts at the Relationship level on the roadmap? If so, is there an ETA?  Thank you! Nadav

Sometimes it's nice to communicate an easy url to your customers. Like http://www.company.com/business. Unfortunately Insided creates urls like http://www.company.com/business-786. Idea: a way to easily change the url of a category. (as you can see I've added some ideas which in my opinion are the basics of the backend of a community platform, this is one of them)

At this moment I can't: change a topic to an article let an employee create an article (without messing with user rights) I would like to be able to do both.

In the backend you can choose a color for a button. I'd like to upload a gif, so I can apply to the branding guidelines.

If you add a poll, it will be added at the bottom of the post. I would like to have the possibility to change the location of the poll.

Because we were having this problem we opted to go ahead and edit the default tabs for the Gainsight app to display the tabs we want displayed. Now with the changes to those default tabs, i.e. Copilot being renamed to Journey Orchestrator, what should I expect when this gets rolled into Production?  Would just the Copilot tab name be changed to Journey Orchestrator and everything else stays the same?  Or will it set the Gainsight default tabs back to the Gainsight default without our modifications?

Something that I've created and found to be useful is a schedule matrix for all recurring rules and uploads.  This way, I am able to know when I have a lot of rules scheduled and when the system has some 'free time' where nothing is running.  It also allows me to make sure I upload any relevant data before any rule that might use said data triggers. It would be valuable to me to be able to download a similar list or matrix of all of my recurring rules.  The current snapshot does not include bionic rules, so it can't be used to fully 'inventory' all of our rules. 

We are using a Gainsight report that has three different picklist fields as filters. In order to not have to manually update this report every time a picklist option changes in Salesforce, it would be more efficient to have a Gainsight Report filter functionality that can exclude NULL values (rather than having to say 'Contains *manually select all picklist values*'.

As we do-not have a way to merge various data sources into a report we tried to create a rule and it would upsert the MDA on every run and then the report is built out of MDA It would be great if we could have reports like we have rules.  If not it would be great if there would be an action which would truncate the table which would enable the report to have fresh pull. Or if not anything the ability to add a new dynamic field which would act as load date. 

A few things here that would be great.... User Story would be that our CSM would keep the Global timeline tab open throughout their work day and do the following.  We are looking at using Global Timeline for time tracking and would like to see a few summary widgets on the side or top that allows me to see how much total time spent and with what activities for the entire customer base and for my filtered searches. Need to have Gainsight be smart enough to notice who the CSM is and default that Global Timeline view to their accounts only (like cockpit does and allow saving different filter configurations) Need to have the ability to add an activity for any customer at the Global Timeline level Need to have the attachments for each activity sync back to SF acitivities. 

In our branded header, we use an image font. It is attached via CSS, the definition starts with "@font-face{font-family:..". The problem starts, when we try to upload the CSS file to the INSIDED server. The server adds .ssi in front of each definition, which produces: ".ssi @font-face{font-family:..." I would much appreciate if the system didn't do that, or at least stopped to add this before @font definitions.

It would be nice to have the ability to erase the existing scores from scorecard. Reason: Wrong scores posted or model changed or incorrect customer mapping.

Please, add a possibility to set the ban rules, for example. 10 days, 1 month, etc. with automatic recovery from the ban.

While onsite with Micro Focus they requested the functionality to move CTAs/Risks from the old CSM to the new CSM when there is a reassignment

We would like a way to track how much active ACV and # of users we have month over month? We'd like to see how our ACV/# users is trending over time.

I would need to highlight some specific accounts for the CSMs to see that those customers are a good candidate for upgrade. This would be similar to what happens in Excel. Is this possible in Gainsight?

I would like to see Gainsight feature a more proactive notification process. I realize this is a pretty large-scale proposition that would fundamentally change the product, but I (and hopefully others!) think it would be worth it.  Currently, a Gainsight end-user has to consciously navigate to individual tabs within Gainsight to find their notifications. You have to go to the Gainsight home tab to view a dashboard that might have critical information, you have to go to Cockpit to see any CTAs that have been assigned to you, and you have to go to a customer's C360 page to dive deeper into issues.  What I'd like to see is actually simple in theory. Much like Twitter, Facebook, etc., we would have a notifications button that users could simply click to see what's new since they last logged in. In fact, we already have a notifications button! It just isn't used for my proposed purpose of course.

This has come up a few times in support.  Pretend your use case is to have a participant stay in an email chain while a field on the account is 0. Once that field moves off of 0, mark them as complete. For this, you have a calculated field in the program that looks at the account object for a field equalling 0. Say you want the participant to stay in the program as long as that field is 0.  Within your conditional wait you can add your calculated field of "Field" = 0  When using a calculated field in a conditional wait, if the participant meets this criteria once it comes into the conditional wait, it moves forward to the next step immediately. If it doesn't, it waits for the specified time you set in the conditional wait. This has caused issues where the first email goes out, then any subsequent steps happen rapidly afterward. Right now, if you wanted to send the first email and then wait 5 days for this number to move

While it is a good improvement to have report folders in the report repository, these folders are not available in the dashboard view.  As we have dozens of reports on the same object, it is hard to remember which one has the data we want.  It would be helpful if switching to a folder view, inheriting the folder structure in the repository, in addition to the object view in order to find the reports you want.

Is it possible to run reports in report builder to expand on data in the Copilot Analytics tab? I'd like to see a list of the contacts (complete with contact name, contact ID, account name, account ID, etc) who opened the email and/or clicked the email. I'd like to use this data in Gainsight as a possible CTA specific for the contact. I's also like to load this to Salesforce to use show as contact specific activity and add to SF dashboards for a more wider view to the company.