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I already suggested this almost a year ago(!), but the idea was closed for reasons unknown ... I'm quite disappointing that I didn't get any feedback from Insided about these ideas, apart from a queestion ... Seeing as I've shared many ideas in one topic, I'll repost at least the most important one: As a moderator, I want to be able to see and change filters that have been saved, beyond just their names, so that I can correct the mistakes in my filters and improve existing filters instead of having to make new ones each and every time. https://community.insided.com/ideas/485

Can there be a 90 day option for the expiration period in 360 Sharing settings? Thanks!

Would be great to get a report that can show trending NPS Score by Survey Type. For example see screenshot, on this "NPS Summary" graph it currently shows NPS for several surveys from Quarterly, Implementation, and Marketing Surveys.  It would be nice to have the "NPS Summary" to filter by the Quarterly Type of Surveys. I would see Q2-2016, Q3-2016, and Q4-2016. It's cleaner and doesn't collided with other Surveys Types like this "NPS Summary" screenshot does. If this isn't possible than it would be nice to get that NPS Score by Survey stored on our objects to snapshot periodically to make a report

Is there a way to create a CTA off of customer engagement on a Copilot email? For example, email opens and clicks would create a CTA? 

Hey Teams! We have a customer use case that might make a great feature enhancement.  In Account Hierarchy's "Calculate and Snapshot Weekly" feature, some would like to see the ability to make the data loads more granular. Adding a "Daily" along with a weekly metric for these Account Hierarchy rollups would allow for fresher data to work with throughout the week! Thanks for the time. We appreciate any consideration regarding this request.  Take care, Logan T.

I think I actually do like the new collapsed actions inside the rules engine.  However, my issue is that, while it speeds up load time, it still does not speed up discovery time.  Meaning, I have no idea if I should expand action 2, 3, 4, 5, or 6 when I am looking at a list, so it takes me time still to find these. I would *LOVE* to see a Name or Label field in the grey bar area, where you can say "NPS Zero" or something like that.  I do also think it should be optional, so you don't have to fill it out for a one action rule or if you really know the structure of your rule.

I'd like to be able to add a "watcher"/interested party to CTAs/activities/etc.  Add field in CTA/task/etc. immediately following "owner", as "watcher"; allow multiple entries, and default inclusion of the assignor as a watcher when assigning to others.  Watcher(s) would then receive notifications when updates were made, or the status changed.   Add a section within cockpit for "CTA Watchlist", or similar, where any CTAs where I was listed as a watcher would reside apart from my CTAs that are assigned to me requiring my action.  Use Case(s):  1. Mgmt Advisory - I'd like to be able to add my manager, on action items as an FYI in certain cases.  2. Co-Mgmt Scenarios - International accounts where the account is co-managed i.e. 1 CSM in the U.K., and 1 CSM in the US to help keep them apprised on the progress despite time differences. 3. Operational - I may be completin

It would be nice to have filter options reflect what fields are dependent on record types in SFDC. Example is Case Status - if I filter on certain record types in a report, would it be possible to have the filter only show the statuses that are tied to that record type?

Our CSM's are now working out of Lightning. Ideally we want them to always stay in Lightning and the current way to export success snapshots is to go to the C360 and export which takes the rep out of Lightning to a classic Salesforce/Gainsight page. We would love for export capability to be added to the Gainsight widget that can be added to the account, opportunity or case page layout in salesforce. 

I'm testing out file attachments for both CTAs and Timeline Activities. Looking at this from CSM point of view, if I remember I attached a document - but I don't remember if it was to a CTA or a Timeline activity - it appears that I need to go to two different places to try and track it down: 1.  A related list report created off of the GSFileLink object for CTA attachments 2.  Timeline Attachments search  It sure would be handy if attachments could be colocated onto one report from which I can search.

I think it would be helpful to have a place in the Rules Engine, or even Administration, where you can enter a master email list for when you want to receive the email notifications upon success or failure.  This way I don't have to update every rule or rule chain when something changes (even though best practice is to have a catchall email address independent of a person's employment).

I would like to be able to pass in a date object to the CTA due date, then add or subtract from that CTA due date, when creating CTAs with rules.  I have the following scenario: In my success plan I list the customer's launch date as 1-15 My rule runs on 1-01 The rule fetches that launch date The rule sets a CTA for the day before the launch date, launch date -1 The rule sets another CTA for the day of the launch date, launch date + 0 The rule sets another CTA for three days after the launch date, launch date +3 My rule runs on 1-02 It sees that the CTAs are already created and ignores that launch date. 

Hi all, As part of our effort in seeing what kind of impact our moderators have, I'd like to see the split between employees, superusers, and other users that are the "first respondents" in any given topic. It will also enable us to run superuser success-stories, and report on individual moderator activities. (If anyone has found a work-around with the post export, I'm all ears!) Best, Ditte

When looking at reports in report builder and checking where its used, "Used In" detail only tracks C360 and Dashboard Use. Please expand to R360 Views, Shared Views, Snapshots, Copilot, and other views not supported in tracking if possible. It would make verification much easier to know if the report is indeed the one that should be changed or replaced.

Would love to be able to navigate my reports based on their source object.  For example, any reports that use "Core Usage Data" as the source.  Is this possible?

Hi, My users often don't fill in the public tags. Even my moderator find it difficult to use smart keywords. Maybe showing some pre designed clickable option would be better. Apple does this: Or even automatically define them by using the keywords from a title.

Currently, you can add a task to closed CTA in cockpit, but it does not reopen the CTA or give any option to.  I expect that the behavior is it prompts asking you want to reopen the CTA (similar to how there is prompt when you close a CTA and it makes sure you want to close all tasks) OR it blocks you from doing and forces the user to reopen the CTA first.  Otherwise, someone could add a task, forget to reopen, and the task doesn't get worked.

This is feedback from HPE ADM CSMs:  Currently in a report (on a dashboard), you need to click the filter icon to see which filters are being currently used. The users would like to be able to see active filters by default while looking at a report, vs. clicking the filter icon to see which filters are being applied 

Currently users can only create 10 CTA Types. We're starting to run into issues with this, as we already have 5-6 CTA Types and aren't clear on how many more we will need in the future. It would be great if we could add more, since it's hard to bucket CTAs into 10 categories with our business. 

It would be great to have Scorecards 2.0 as an option when creating the Shared360 layouts. Scorecards 2.0 has made a huge impact on our organization and many users (who dont have GS or SFDC access) need to be able to see this information. Without Shared 360 having Scorecards 2.0 as an option makes Shared360 not as robust as needed for our organization.  Of course I can put the health score in the summary section but this does not give a breakdown of why the score the way it is. Any ideas on how I can work around this and make the scorecard breakdown data available in the Shared360?

We use TopBox as our VoC vendor and would like to make use of the survey section in C360. Today there is only a very manual way to handle (as described here). Survey data is time sensitive so uploading manually is simply not an option.

I have a customer that would like to extend the pop up after a user reassigns a CTA, the task reassignment popup flashes quicker than necessary they feel and the users are missing the task reassignments and then have to do them manually.  Could we possibly have this boxs lifespan or have it available to be adjust in settings?

We use the + Criteria section of the rules engine to allow a rule to run and then apply a different CTA to different segments within the Rule logic.  For example, I am trying to run a rule and apply a different CTA to Owner Manager A and B, while applying the normal CTA to everyone else.  The + Criteria allows me to enter one manager name but it fails to fire the CTA if I enter multiple manager names separated by commas.  Anyone have any ideas how to get around this, or does Gainsight offer OR capability?   

Would be great if the customer tab bottom scroll option and headers stayed put so that our CSMs didnt have to scroll down to scroll over.  In a truly iedal world, a CSM would be able to customize their own Customer List to include what they wanted to see.  

We are plotting Milestones in a report and using them in the C360 to visualize the client lifecycle. Are there any plans to add configuration options to the look of the milestones? As of now it's hard to see what the milestone is (only 3 letters are visible) and it would be nice to have the comments in the milestone stay in view instead of having to scroll over to see them.