Archive

Ability to move widgets. For example in My Dashboard, having the ability to customize my view by moving different boxes around.

Ability to collapse "grey" boxes which contain no data (Dashboard)

I have a couple customers that have workflows setup on the backend. Sporadically, we get an error message i.e. "Unable to gain exclusive access to this record". The spreadsheet does not contain the ID's for the records that actually failed and the rule usually just partially fails.  Its typically caused by another process updating the record at the same time, we have to yield to these workflows and because it isn't often knowing which ones failed would be helpful. 

Will it be made possible in the future to give the selfmade labels a different colour? I can imagine this can come in handy when using different labels as 'Blog', 'F.A.Q' and 'New feature'.

Would like to be able to choose other objects for column options instead of just the current ones.  For example, we'd like to display the Customer Sentiment score in addition to the overall HS, but since it's not on the Account or Customer Info object, it's not an option.

With so many customers, I can never remember everyone's start day of the week.  This of course is key when building and scheduling rules.  Is it possible to take the value being stored in Usage Configuration for First Day of Week and stick it in the label bar of Rules Engine, near the Config and Time Zone setting buttons?  Would keep me from having to click back to Usage Configuration when I am in the middle of building out rules.

In "Control Panel" -> "Forum" is the default list "Reported" (see: [controlpanel_URL]/moderation/overview?type=flagged). All flagged/reported content is listed there to be reviewed by a moderator. Currently you have to manually click the "Reported" menu item and view the list to check for new items. This way newly reported content can easily be overlooked. That’s why we propose an indicator directly in the menu item to show if there are new items that need to be reviewed (like it is already done with "Pending"). So it won't be necessary anymore to click on "Reported" to check manually, because the system already indicates that there is (or isn't) new content review. This is how it could look like:

Except for the icon, which can be misleading, there is no way of knowing which activity type I am looking at in the timeline. We have multiple activity types and this creates confusion.

I am creating a lot of knowledge articles and having a small picture instead of describing the picture would be a great features. example

I worked with a customer who has an interesting use case regarding a long running Journey Orchestrator Program (FkA AO). The main ask was how does JO handle churned customers? Are they automatically dropped, or is there a chance that customers who might churn in the middle of (lets say) a year long Program be included as active participants after they churn? It presented a unique question, and in discussing this with my counterparts, I do not believe there is any behind the scenes check for "Customer Info != Null and Customer Info:  Status = Active " .  Based on my knowledge of the product churned participants could still be included in a long running JO Program unless a mechanism was included in both the Participant query and between each send step in the JO program (this really only concerns an email chain model).  In this users case, I suggested that he create a calculated field based off of the Customer Info Object called "Active Gainsight C

If a customer unsubscribes to an outreach, does that prevent them from receiving future outreach emails or just that same outreach if sent a second time (ex. sent the next quarter)?

Our team has found that the contact in a Playbook doesn't roll down to associated objectives / tasks for that Playbook. More often than not the Playbook's objectives all pertain to the same Salesforce contact and it'd be nice to not need to add the contact so many times.

I would love for Gainsight to add a module that will allow the customer to schedule Ad Hoc calls with their CSM or TAM, much like the Medical portals people use to schedule appointments with their doctors. This would create another opportunity for customers to freely engage. It would also create an opportunity for the CSM to have "office hours" as in the professor or doctor is in should someone need to talk. This will empower our customers to quickly and efficiently engage outside of normal communication channels.

Hi, everyone Now I work on identical banners for all our community: main page and chapters. And in the process of adding new bannerr, I ran into several problems. In the chapter I can not gray shadow off. Gray shadow on/off 2.In the main page I can not change text color. Change text color on the banner Can you co

It would be helpful to know details about whether a task is enabled for export without having to open up each task.  Something like this:

Our CSMs often work with people that are on the Person object but not the Contact object. When logging activities related to those people, they have to add their name in the notes instead of adding them as "External Attendees." Since the Person is a relatively new feature, are there plans to be able to add people from the Person object onto the External Attendees? This would be super helpful for us since we're utilizing the Person more and more... 

Definitely see this a lot but feel the message could be a little cleaner. Some sort of page to just let you know to refresh!

I searched, but I don't find this specific item referenced anywhere.   I'm on my second GS rollout, but this is the first time I've ever used the "sync to Salesforce" on CTA tasks. My expectation was that we could use this task sync mechanism so that Sales/PS and other teams without access to Gainsight could have visibility into activites that CSMs are performing on behalf of the account.  I just learned from Gainsight L2 Support that non-Gainsight users can only see synced tasks that are assigned to them.  To be fair, I can see now that the documentation states:  "For the users who have a valid 'Salesforce' or 'Salesforce Platform' license with no access to Gainsight, if a task is create

Hi Everybody, The citing of posts is an essential feature for any online community. After all, by providing the tools to quote a post or portion of a post it's possible to reply to one another whilst keeping the discussion clear and on point. At the moment altering quotes and editing a post containing a quote is resulting in some strange behaviour by the WYSIWYG editor (as previously discussed with support). In order to make citing more efficiently, I'd like to suggest the quoting-feature to be enhanced, providing the opportunity to cite a portion of a post and/or optimising the current quote-feature to be able to trouble-free edit/shorten a quote. Anyone else here looking for such funcitonality? :) Greetings, Thomas

Hi all! I would like to have the option to change all of the community mails that are send automatically. For example the: 'you are mentioned in' and the 'Welkom to the community'. At some point in one of the innovation labs, a while ago, we already talked about this. It is nice to be able to change images and content myself. For example if you want to put extra attention to a certain topic then you can add it in these mails. And change this frequently. I can imagine its nog easy because you would need to build an editor in the backend.. But i would still recommend it.. :) *Not sure if there is already an ideation topic about this..

We would like the capability to repurpose the standard activity type fields.  For example we would like to change "meeting" to Onsite since we use this terminology at my company.  We don't need "Meeting," and "Onsite," so if we could just change the wording it would be very helpful.

One of our users pointed out today that when she went back to a closed CTA and opened one of the sub-tasks it didn't re-open the CTA itself. I understand from the support team this is expected behavior. They suggested I post it here as an idea. Steps to reproduce: - Find a CTA with status Closed - Resolved - View sub-tasks, un-check a task - Refresh page User's Expected behavior - CTA Status would change from "Closed - Resolved" to "Active" - CTA Name (and other attributes) would no longer display as Strikethrough type - CTA would show up in cockpit when viewing only open CTAs Actual behavior - Task status changed from Completed to Not Started - CTA Status remains as "Closed - Resolved"

Is it possible to integrate a Google Form questionnaire to Gainsight?  We want to help streamline our internal customer transition process (pre to post) with a questionnaire and currently don't see a way of doing this?

Hey Guys, I was on a call with a customer Today and we came across a field with a custom field name and we are having a hard time determining the original filed. Do you have any plans to display the original field name? Maybe in the black box when hovering over the field.

Hello,  I have following case :  in our SFDC instance we are using several Task Record Types (onboarding, adoption, customer success) .  Now during implementing Load to CTA rule, I'm trying to understand if there is a way to set up right task record type for different CTAs that I'm generating by rules.  For example : when creating Onboarding CTA with tasks under it to load them with task record type = onboarding.  The thing is that we need to work in parallel in Gainsight cockpit and sfdc that we had , that is why it is important not only load tasks and sync to sfdc but also to set up right task record types for them.  Can anyone please share ideas ?