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I have a customer that wants to make it so by default all the sections in their cockpit are collapsed. So basically when you login you only see Overdue, Next 7 days and upcoming and then you can expand each section from there. I would like to start a discussion on this to see if others would like this option as well as get some input from the product team. Thanks!

[On behalf of Customer] It seems like Gainsight Connect for picklist only synchronize 'Customer Stage' and 'Customer Status' values from SFDC to MDA. Can we have a feature to have Custom SFDC picklist automatically sync via GS Connect to MDA dropdown. 

The CSV exclusion list is a great feature of the Advanced Outreach participants filter.  Is there any plan to add a Report Builder exclusion filter?  An exclusion option in the Merge task could accomplish this as well. Example use case: Filter all contacts associated with accounts that have opportunities created in the past 6 months.

Customer/Engagements frequently move from 1 Salesforce Account ID to another Salesforce Account ID; we require a utility to help us move Relationship records to new Customer 360/Customer Info/Account records, including downstream update of child objects like CTAs/Timeline Activities/Scorecard histories. Need the ability to truly re-parent a Relationship record + all detail data, not just create a new record and manually transfer data over.

I have had a few customers that already use SendGrid in their company if we can use their SendGrid instance to send emails. Any possibility of a SendGrid integration in the future?

How can I automatically attach a file to a CTA? That is, every time a specific CTA fires, the files needed to help with the process are there. For example, we have a CTA for their quarterly EBR. To support this, the CSMs have created an EBR template to fill out. Right now they need to know there is a template and where to find it. I'd like to have it so every time the EBR CTA fired, the file would simply be attached.

Just like Lorna’s, our superusers typically have a few specialist boards they follow and ignore the rest based on their specialty. For that reason, it would be nice if they could filter ‘Recently active’ topics from the homepage. Here’s how it could look:

Looking for a way to show our NPS score value on a report/dashboard. Any ideas would be appreciated. Thanks!

We have a widget in the C360 that includes hyperlinks pulling from Salesforce. It would be nice to have the ability to hyperlink those to the appropriate web address.

We have a hierarchy in our instance of Gainsight. I'd like to be able to limit the search to just the parent account rather than show all on the accounts that meet the search criteria as many times the parent and children have the same or similar names.

Account, Success Plan name, type and status are used as an identifier for the success plan action in rules. So, if there is already a success plan with the initially mentioned four entities (Account, Success Plan name, type and status), then rule will not create new success plan, rather it will just update the existing one. But the problem occurs when any success plan is created by a rule with draft status, then when the status is changed to active and rule runs again, a new Success Plan will be created with same name with draft status since status is one among the four default identifiers.  Is there a way by which we can restrict this by a rule or having an optional identifier/s?

I build many reports and Dashboards. Thanks to Dashboard sharing ability now, I am able to send out dashboards to concerned team members regularly. But sometimes if I have more reports on the dashboard, few of the reports fail to load (As shown in below screenshot). It would be very helpful if we can have a refresh option for each of the reports that failed to fetch, this would allow us to choose for reports that we want to load in case they are not loaded in the first attempt. (It would be very delightful experience if the application itself checks frequently and loads unloaded reports), w

I think it would be great if you allowed us to schedule automated emails for the reports we build in Reports 2.0. I'm not too keen on emailing my dashboards as a 150 slide powerpoint template.  Please allow us to schedule and automate emails for Excel Reports in Reports 2.0.

Currently I can filter for all reports that are Used In either CS360 or Dashboards (which is awesome!) Would love to see this extended further to show what reports are not in use anywhere...this will help us be able to manage/preen our reports more efficiently.

Right now each scorecard scale (either 1-100, RYG, or A-F) is controlled at the scorecard level.  We are using RYG for our first pilot of Scorecard 2.0 and we have five colors in the scale: Some measures, however, don't need all five options.  They are negative measures and the "good" and "great" ratings do not apply:

Right now I can schedule jobs S3 jobs to run every day, every week, every month, on a specific day of the month, on a specific date of the month... But we have some data loads that need to happen bi-weekly, and it's possible quarterly or  every other day.  I would like to see these options added. I would shift to detection, but hesitant to do that in case there is an inadvertent file upload that happens off schedule (accidents happen) and also I would want notification if the file isn't uploaded on schedule.

We have several files that, (generally) with great consistency, show up on our S3 input folder sometime while I'm (generally) asleep. And then sometime in the past few weeks there was a change to an underlying report server and we stopped getting some data. A CSM noticed it when trying to look into some customer usage. Idea: As part of the ingest setup I would like to specify a "notify if not received by" time. Question: Anyone have a clever way to detect this lack of data (other than, you know, me looking at a dashboard ever day? 🙂

I believe this request has come up for rules, but haven't seen it for S3. It would be helpful to have a global setting option for notifications on success/failure emails. Often times for bigger customers, there are 20+ S3 jobs that all have the same email addresses that need notifications. It would be easier to just change it in one place.

Citrix, a prospect, has a product called ShareFile. It is similar to Box and other file-sharing services. They asked if it was possible for Gainsight to pull or access their data files directly from a ShareFile folder vs pushing their data files to S3. I told them that is not currently supported but would share the request with our product team for evaluation.

I have a customer that has been trying to work through building reports on a flattened survey object, they were following the documentation here: https://support.gainsight.com/Product_Documentation/Surveys_and_NPS/Examples_and_Tutorials/Create_CS...  We show the ability to adjust the summarization on our Date field in the Survey Flattened object.  After speaking with L2 this is not a supported function. They mentioned that he summarization on our Date field will only be shown on objects that are stored in SFDC (or) Redshift and this is not available for objects in HAPOSTGRES. As survey flattening object is stored in HAPOSTGRES we do not have this as an option.  The problem here is we have documentation saying this is possible a

Hi, I'd like to filter out Tasks marked Not Applicable from the Cockpit. Is it possible to do this? I wasn't seeing a Task status option within the Filters. Let me know if I'm missing something. Thanks!

Currently if you want to move an action to the top or bottom on a rule you have to delete it and basically start over. It would be nice to be able to drag and drop actions just like you can with survey questions when creating a survey. 

We currently have a bottleneck with the Admin because they are the only ones that can remove the shared c360 access from an external contact we have shared it with. Our CSMs would like the ability to manage this themselves because every time a contact leaves the company or moves positions our CSMs have to reach out to our admins to remove that contact's shared link. 

Right now, the only way to see who exactly gets skipped in a CoPilot outreach is to review the excel sheet from the outreach execution. It would be nice if these were recorded somewhere so you can report on it.

This really is just a small change, but one that would save quite a bit of time. We are creating new success plans and have several playbooks that need to be mapped to the objectives. We currently have to create the objective then go back to it to map the playbook. Can we have the capability of mapping the playbook while creating the objective to eliminate one more step?