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Cisco already has 2 weekly files that exceed the 500MB limit on S3 - file sizes will grow, and they would like to begin running daily loads soon for some - this means there could be multiple, daily files exceeding the limit. Currently these files are split manually and drag/drop loaded to S3.  The new S3 limits are great, but InfoSec requires files at rest in S3 to be encrypted.  That's why the encryption feature needs to be added sooner than the April release - ongoing manual process can't be sustained. Cisco was about to escalate a big product risk over the 500MB limit - this new Rules load makes everything much, much better, but waiting until April for encryption will erase the sentiment gained with the new feature release. Scott

It would be really helpful to add in notes to journey orchestrator to help explain what's happening. With multiple admins, or even visiting a complex program weeks/months/years later - I expect it to be difficult to remember how everything was setup. Being able to put in notes (similar to "//" type comments when writing code) would be a big help as the complexity of Programs grow! Made an example screenshot for a program I'm currently working on.

Created from this discussion  https://community.gainsight.com/gainsight/topics/expose-which-participants-didnt-get-added-to-advanc...

The Power List view becomes cumbersome and disorganized without the ability to sort by list name.  The only sorting available is by last updated.  This makes it difficult frustrating to group and reference lists associated with various segments. We request the ability to sort by the name of the Power List, not just on last updated which is only option available. We accounted for this in Rules Engine by starting all with the time stamp that they are running.  For example [02:00] Rule Name  [02:05] Rule Name etc.

We collect our NPS surveys at the relationship level but would like to see the NPS score and view the individual surveys at on C360. Are there any plans to add this ability? 

Hi - I really struggle with the way that CoPilot embeds uploaded images. Because I do so much editing in HTML, the imageID changes each time I save changes. That means that I can't copy/paste from either another template or from a Word doc without having to go through the process of re-uploading images. Since the images only come 'inline' down at the bottom of the email, which means that i have to then go into the code again and copy/paste the image tag into the correct place in the email.

Our current processes do not include syncing CTA/Tasks to Salesforce, so we have auto-sync turned off on Playbooks and at the Task level. However, because the ability to manually sync to SFDC still exists when a CTA is triggered, we have some CSMs inadvertently syncing them.  This is creating inconsistency and confusion. We need the ability to hide/turn off the manual sync capabilities.

I have a customer that would like the ability to be able to lock the CTA due date field for everyone except for Admins. The use case a CSM may be assigned to a new customer, then must reach out to this new customer within 7 days. However, if they are able to change the due date, in our reporting we will not see that they called the customer past the original due date.  So they would like to be able to lock this field for just their CSMs

Hello All! Hoping to open up some discussion regarding testing advanced outreaches. I will add my ideas below but feel free to provide your feedback as well. One major thing that would benefit Advanced Outreaches is a better way to test the flow of the whole thing. One idea would be to be able to select an AO participant and test for them similar to in regular outreaches where it sends you the email as if it were going to the contact. This will allow you to be able to test an advanced outreach and then use it live later. Testing is obviously easier when you are loading participants via a CSV or power list since you can modify the power list to find a test contact but sometimes when you are using something more advanced like a bionic query it is hard to set up the test since you may be pulling from multiple objects and doing transformations or maybe it is just too time consuming. With this idea, you could select one participant that is loaded and t

We use one of the scorecard comment boxes for the high level notes on our customers and are challenged by how small the space is. When trying to review what was written, you have to scroll through a tiny box instead of seeing the content all at once. It would be great to have it sized bigger or have the ability to be customize its appearance in the layout. Thanks! Heather

Our CS team has grown rapidly over the last few months. While building out certain reports, I need to add all our CSMs to pull out relevant data. SFDC allows comma to act as the "or" operator which makes adding in names easier as compared to Gainsight where each name has to be put in a new filter. Are there any plans to get similar functionality in GS anytime soon? Might be a small thing but can definitely make the platform more Admin friendly 

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. Pleas

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 ar

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