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Via current Administration -> Milestones configuration. You have a column to set a Milestone to Active/Inactive. Also a trash icon to delete the type. It is assumed that your able to make inactive a Milestone type to prevent new ones being made on that type, but retain the milestones using the type already. Also, its understandable that deleting a Milestone type involves removing related milestones. The issue here is that when setting the Milestone type to inactive is desired, app wants to you delete related milestones, which doesn't make sense as that is the goal of the trashcan to check. Please align "Active/Inactive" check box with assumed behavior.

One of our users likes to add colored text and complains that it's become more difficult to use colored text. A color picker would be nice or alternatively, it would be nice if colored text could be pasted into the wysiwyg editor.

Our active users complain that the timestamp in the activity feed blends into the rest, making it look like users are starting topics with the title ’23 minutes ago’.

Our active users want to be able to see – outside of the URL – which page they’re at. On branded template, this isn’t so visible anymore. Could the active page stand out a bit more? Before: After:

Our active users like to see if they’re up to date when it comes to the newest topics, by glancing the homepage for the last active topics. On branded template, this has been removed. Can this feature be added back? Mockup:

I love that we have the ability to add Timeline Entries from the new Global Timeline Tab!  But if we could have the option to change the search type in the Related To section to "Contains" rather than "Starts With" - that would be awesome!  [Or allow us to search by our Customer Numbers - That would work as well.] [i]We have multiple customers that all start with the same name - but the ending is different.  So while they can type out the name, it's easier for them to type in the customer number in the search box and go directly to the account.  But many of our users love this Timeline tab feature as it's displays everything for them in one spot! 🙂

Many times it is hard to see what accounts we are relating activities to because we can only see the name in the search view when relating an activity to an account. It would be nice to allow the search view to include other account attributes like account number, etc. ALSO a big win for us would be to add a "My Accounts" dropdown based on account owner so that we can quickly choose which account we want to relate an activity to instead of searching for it. It would just be nice to quickly select my accounts instead of having to search for them. Not sure what's the best way? Any other thoughts?  

I ran into an issue with a customer that has a survey out and we cannot size the field to view the whole comment like we can for other questions. See the image. The top questions is a check box and has a comment section added that can be dynamically resized. However the bottom question is comment ONLY and cannot be resized to see the whole comment. It would be a huge convenience to be able to resize and view the whole thing!  

I like to be able to quickly create a CTA and come back to it later. This keeps me from having to enter things in other tools or writing them down. When I come back, I can then figure out what to do with it, what type it is, what playbook, etc. I would like an option to convert the task to an objective in an existing success plan. I could see some kind of a window to select which success plan you want to add it to.

As a CSM, I need to create email communication from any CTA without creating a new blank playbook CTA so I can effectively communicate with the client about important issues.

Currently a user can search for a phrase and get a search results list based on the inSided relevance set. That's it. In a community with a hundred thousand topics and more it's not easy to get the result you need only relying on the "algorithm". Improvement: Give the users ability to filter/sort by content type, age of the content and other options.

Can we tag internal users in our timeline.This is more inlines of Chatter feature of salesforce. So that tagged people would be notified as we would want them go thru the notes posted in timeline.

Gainsight's v5.16 release is live in your Production orgs*! The release includes a variety of enhancements: Calculated fields for aggregation and comparison tasks are available in Bionic Rules  Option to delete records from the Company and Relationship objects in the Data Operation page  CoPilot is renamed Journey Orchestrator and Advanced Outreach is renamed Programs New analytics are available for Programs (fka, Adv. Outreach) View Failed Participants list for Programs Values in the URL Data type fields are displayed as hyperlinks in Reports  Final release notes are available now, and a 5-min. release highlights video. (*For orgs that opt in to automatic upgrades.) August release dates for v5.17: Aug. 14: Sandbox Upgrade Aug. 28: Production Upgrade 

Wouldn't it be awesome if open CTAs assigned to me could be sycned with a Trello board so that I can manage my CS tasks with the rest of the tasks that I manage within Trello.   Red areas are manual trello boards and yellow area is data populated from Gainsight Cockpit.  Taking a step further would to be able to create CTAs in Gainsight directly from the Trello board by implementing a power up https://developers.trello.com/reference#power-ups-intro

As more and more customers are using Success Plans to manage projects, I think it would be cool and user-friendly if we considered adding the functionality to easily drag and drop tasks and/or objectives in Success Plans, similar to how you can in Trello, Smartsheets, etc. Use case: Let's say you create a 4-week project plan:  Week 1 Objective Task 1 Task 2Week 2 Objective Task 3  Task 4Week 3 Objective Task 5 Task 6Week 4 Objective Task 7 Task 8Let's say Task 1 slips into Week 2. It'd be cool to just drag and drop it from Week 1 Objective to Week 2 Objective rather than having to leave it under Week 1 or delete it and re-add manually under Week 2. 

It would be great to have checkboxes that allow multiple Tasks to be deleted under a CTA at once! Some Playbooks include lots of Tasks and the CSM must individually delete each one that is not relevant for the specific situation at hand with the CTA for that customer. Either that or close each of them, which indicates they were completed and that may not be accurate. Having the ability to delete multiple Tasks at once would be a big click saver and potentially allow for more accurate tracking of Task completion.  

Currently it is impossible to create a button that has a different border color on hover than on default. Example of expected settings: -> default -> Button color: white, font-color: red, border color: red -> hover -> button color: white, font-color: blue, border color: blue It's not possible to define a border color for the hover state. This is a basic design element that we would like to have implemented.

With the new data types available in the MDA, we now have the need to update existing data to these new field types for clean and easy to read reporting of revenues and various items that are a % value. The issue that we are running into is that there are not enough unique identifiers to write a rule to move data to a new data type and deleting all our data (well over millions of lines) and reloading it is also not feasible or scale-able for whenever enhancements are made. We also have an instance were we were receiving a value in the full % but when trying to move the data to a new data type of %, the value of 100 moves to 10,000%. To really make use of these new data types and any future enhancements, there needs to be the capability to:  Migrate data to a new data type where applicable (i.e. Number to Percent, Number to Currency).  The ability to determine if you data is already displayed in a % or if it needs to be x100 to get to the %. Without this type of flexi

Currently, when we pass a URL through a process in Gainsight such as Rules or MDA loads, the hyperlink itself gets stripped from the text, and we are left with just the text version of the hyperlink. It would be great if we could have a way to pass URLs through our processes and maintain the clickabiity of the hyperlink itself.

Are custom fields on Timeline Activities able to have dependencies on each other? These would be dependent custom fields on Timeline Activities, functioning as Field Dependencies do in Salesforce. As an example, if the Type = Call, then the Subtype options would display = Strategy Session, Progress Update, etc.  However, if the Type = Email, then the Subtype options would display = Operational Check-In, Contract Renewal, etc. Let us know your thoughts on this.

Is there a reason the Manager field in MDA User object isn't mapped as User ID? Since it is a standard field, we can't edit, but without this, we can't do any "Current User" filters. Right now, the only workaround I see is creating a custom one and populating using normal Gainsight Connect field mappings. This is okay - but can be confusing when you have two manager fields. Let me know if I am missing something!

Hi all, It recently came about via the support channel that, when linking an Opportunity to a CTA, for example, we only respect searching on a specific opportunity id when we are linking to an existing one. If you want create a newOpportunity or want to populate the same Opp in one of the fields on a CTA, it will search by name and fetches all the opportunities within the opportunity object. It appears this is essentially ignoring the lookup filter. If a user has a referential constraint in SF, shouldn't this be enforced within the UI?As an example - say we have 1,000 accounts and each account has 0 - 5 opportunities and we link the opportunities to their account. When selecting opportunities to link to, we should be limited to those 0-5 opportunities respective to that account, rather than all opportunities, correct? It seems that we allow a CTA to be linked to an Opportunity that belongs to a different customer. Shouldn't the lookup only search for Opportunities that are lin

Our CSMs would like "chains" of emails logged in Timeline to show with oldest at the top, and newest at the bottom, like Gmail and Outlook handle email. Currently, having the newest at the top makes it hard for people not directly involved with the issue/topic to get context- they have to go through backscroll to find the primary topic. It's also the opposite of how much systems display email chains, so it would just be more a more seamless UX for those switching between email providers and Gainsight.  (If there's a way to do this that I missed, please let me know!)

Hello, can we use CoPilot to send out an email campaign with utm parameters? If so, is there any specific documentation on setting this up? 

CoPilot is renamed as Journey Orchestrator and Advanced Outreach is renamed as Programs. The name changes for these features will be visible throughout Gainsight and will not affect the functionality of these features. The names of the data objects associated with these features have not changed. This will be available from V5.16 onwards