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We attach client facing documents to templates created via email assist.  As a CSM, I want to be able to view these attachments in the template prior to sending the email, but cannot.  The only way to see the attachment is to send a test email through Copilot.  Our CSMs do not have access to Copilot.  Would love it if CSMs could see attachments prior to sending the email to their client.

It would be great to have the ability to create one, unified report based off of all score cards.  The need is to have one, unified dashboard showing all customers  by health. Since this isn't possible now, my process is to export all scorecard reports into a csv then merge them before sharing with the company on a weekly basis to communicate where are customers are healthwise. 

This older question related to reporting on custom rules is flagged as "Answered" so i'm posting a new question related to reporting on Bionic rules. Does anyone know if there is a way to report on Bionic rules in lieu of having the ability in Config Snapshot?

Would it be possible to add spell-check to Timeline entries?  I see that it is available for CTAs/tasks, but not Timeline.

Customer has a report where they have Date & CSM in the same report. They can either sort "By Date" or "By CSM" but there isn't a way for them to sort on both at the same time. What they'd like to do is be able to sort two columns in the report at the same time. It doesn't appear to be possible today. 

Admins are likely to create many many rules for GS Sharing Setting. Toggling the "Everyone Gets Read/Write Access" off, say to test, wipes away all the rules. It would be more ideal to provide an option to reactivate rules rather than wiping them.

I have the Sales View widget enabled on our Account records, but it will not load when I view that Account via Salesforce mobile app, no mattter how long I sit there and wait for it to load.  Is Sales View supported on mobile view of page layout or no?

It would be great to have the ability to attach files/docs to TASKS in a similar fashion that you can to CTAs. 

This is a minor point, but it would be nice to allow drag and drop of the list view fields when an Admin is configuring the new C360 Person section in 360 Layouts, so they can display the fields in their preferred order. 

I have been working with a customer on an issue with the customer search box. They have a customer with a two character name, the name just so happens to be a common two letter word that would pull up and match multiple accounts, except it does not pull up the actual two letter account due to the logic behind the query. This is a very unique scenario but we would like the function to be able to search for a customer that would contain 1 or maybe 2 characters that would also match others and have those listed first.  An example I could make would be the word "Be"&nbs

Ability to search for a standard object field within GS search bar (e.g., Case #, Opportunity 😵 or ability to use a 3rd party search tool (e.g. Coveo) with GS. CSMs frequently reference case or opportunity numbers provided by the customer or an internal team. They have to search within Salesforce, otherwise navigate to C360 for the specific customer >> case tab >> search for case number.

Currently when you build reports off of the case object and you summarize by Date and filter for last 90 days the report reflects the Fiscal Year settings in SFDC.  We would like to see the option to filter more granular (IE Fiscal Day, Calendar Day, Business Days), and have the option to select Fiscal Settings in SFDC or an option for Month.  

We would like to see the option when creating a Scorecard Mass edit report to show ascending and descending order of Overall Score. Use case is we would like to have a dashboard that shows all red scores first, but still have the option to view other scores within this report.  So we would like to see RED first, then YELLOW, then GREEN.

Currently when setting "Once in a lifetime" in Outreaches, the logic enforces uniqueness across Email Address + Account Id.  This is the desired behavior for most of our use cases but we do have some user cases where we want to send to a contact only once on Email Address only.  So if that Outreach went to send for a different Account Id it wouldn't because it already sent that Outreach to that email address for a different Account Id. Below are a couple example use cases: Use Case #1: Once in a Lifetime Partner communications - We have communications that we want to send to partners only the first time that they hit a process with one of their channel deals.  So for example we would introduce them to the Renewal Process when their first channel comes up for renewal.  We have partners that manage dozens of channels so we are not able to implement this with Gainsight without getting creative like adding a field to note that we have sent a sp

Since upgrading the demo orgs to Scorecards 2.0 I feel like the scorecard UI is not as aesthetically pleasing as scorecards 1.0. It is good to have the more informative trends for each scorecard component but I think it is the harsh colour pallet of red / amber / green that make this screen not so nice to look at. I have attached a comparison between the two and believe that we could optimise the colours used but am keen to see what others think.

I use manually created CTAs as a way to help me manage reminders and tasks that must take place for my high volume of customers on an ongoing basis (i.e. monthly) however it is becoming very frustrating that after I create the CTA, I am not able to make any edits to it, specifically the frequency details of the recurrence. As a workaround, I need to ask our Gainsight Admin to delete the entire CTA and manually create a new one. It would be extremely helpful to my workflow if I had the capability to simply edit the details of a CTA rather than request for it be deleted and create a new one.

Having the ability to create multiple layouts based on customer criteria is certainly nice.  Would like to see this expanded to fields (ex. if X =Y, then display this field on C/R360 Layout) without having to create an entire separate layout in order to decide whether to display certain fields that may vary on that layout.

As a Gainsight Admin I would like to make changes to existing AO so that a small change to a template or participant criteria does not mess the statistics of the emails being sent.

Hi All, There is one requirement that I have got from one of our customer, I checked internally but seems like this isn't possible with current functionality in place. Here is the requirement, let me know if it's possible--- One of our CSM managers wants to have a pop-up appear when someone changes  a health score. He wants the pop-up to ask: Reason (dropped-down list)  - New executive sponsor  - Pricing  - Product issues  - RFP (Request for Proposal)  - Other  Action Taken (text. Limit to 20 characters)  Not sure if that's possible. He's not interested in a CTA because that's  another step that his team would have to go into and they might forget to  do it.  Is it possible to add these two fields to the scorecard section so they  would all be together?

I have super users asking for an option to remove subscribers. They would like to keep the list of subscribers clean.

When updating the playbook due dates on a success plan after the playbook has already been created the "skip weekend if due on a weekend" option is being ignored when updating. Unfortunately this functionality "skip weekend if due on a weekend" is only applying itself when creating or applying the playbook.

In some recent troubleshooting we've discovered that Email Assist tasks do not respect default token values. For example, if I have a token in my email template for "Phone Number" with a default value of "867-5309" to display when there is not currently a value in the phone number field, this works in Advanced Outreaches, but not in Email Assist tasks. It's been explained to me that this is currently working as designed. Is there any plan to allow default token values to be used in Email Assist tasks in the future? Thanks

Ability to customize Account Name with addition of other SF-based Account fields [Context ID] should be in the banner at the top of the C-360 pages

I have a customer syncing Timeline Activities to Salesforce and we just recently made the field Activity End Date a default field. However this field CANNOT be a negative value otherwise it will not sync to Salesforce.  Examples: 3 activities were created;  Activity Date for all of them 1:00PM Central Activity End Dates of 1:00PM & 12:59PM.  The 1:00PM synced, the 12:59PM didn't, just confirming that functionality there.  This is working as designed but the customer brought up a great point in that it leaves a lot of room for error. The Activity Date is auto-populated for the point in time of when you click "Log a Meeting". Activity End Date field doesn't auto-populate, and they will manually enter that information. So consider the following scenario: - I had an onsite meeting at 1PM yesterday with a customer and travelled home overnight. 

I have noticed a lot of customers are unaware that when using a power list in an advanced outreach, the participant sync won't refresh the power list when "Refresh before outreach execution" is selected in the power list. Can we add a note that explains this is not applicable to Advanced outreaches? Or give the option in the participant sync to do this?