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I believe this may have been mentioned before but I was unable to find a community post for it.  I very often need to concatenate fields together when updating or creating records in Bionic Rules. I would like the funcationality to be able to concatenate fields together as well as concatenate a field with a static text value.  Example: I am creating opportunities for one customer and they want the Opportunity name to be *Account Name* - Renewal - *Year*. Currently, I have to force them to create a formula field on the source object that derives the text in this format. It would be nice to use transform tasks in bionic rules to create these fields. Is this on the roadmap? Thanks!

I love that we can now populate recipient that are contacts in email assist, but I feel like we've left out a vital piece. I have multiple customers who use email assist for internal emails and would like to also have the functionality to auto populate the recipients(in this case, a user rather than a contact). Would it also be possible to hard code an internal user as CC or BCC on email assist emails? Thanks!

Hi there, I'd love to see timeline activities custom fields to have default values (that we can set ourselves) so that a CSM should not bother themselves with repetitive work and things not falling through the cracks when they simply forget about it. Ability to add mandatory fields also works however adds to CSMs plate which is not really what we want. Any workarounds or thoughts on how useful this might be? 

It would be really helpful to get a warning if you're saving an Email task on a playbook and the tokens have not been mapped. We've had a couple of issues lately where someone who doesn't usually add an email task has done so without realizing the tokens needed to be mapped. I've also recently made the mistake of neglecting those token maps. It's a simple enough thing to correct. Unfortunately, any CTA that has already been created will not show the changes so a CSM would need to know to refresh the playbook. Having a flag would prevent a lot of headaches.

We have a few customers that are interested in the ability to use Reports based off Data Spaces in Success Snapshots. At this time, that does not seem to be a feature that we support. When attempting to add a report to the SS template, any of your Data Spaces are not selectable from the source object dropdown! For example I have a few Data Spaces in my trial org that I would hope to see here. But at this time that is not something that we support. It would be very beneficial to be able to use the new reports built off of Data Spaces in Success Snapshots! Hopefully we can see this feature enhancement in the near

Currently, in survey questions and answers (ex. multiple choice, matrix) we support 2000 & 160 characters respectively.  Would it possible to increase the character count of both or at least answers?

Today, there are lots of clicks to consume the comments data from surveys (outside of the NPS feed that shows the NPS comments in one feed).  Often, this can be some of the most valuable input from surveys.  Need an easier way to see the comment details on a specific customer or a specific survey.

When I attempt to upload data through the S3 connector that includes a Date Time field, I am met with a failure reason of, for example: Provided date [01/19/2017 10:17 AM] cannot be parsed. at row number 19314 The field value for that row is:   1/19/2017 10:17 The upload is successful if I change the date time field to a simplified Date field, but this won't always be a suitable workaround, as sometimes there are multiple instances on the same day but at different times.  Is there something I'm missing with regards to this data load? 

Many of our large customers use Account teams to show all critical users related to a specific account. See previous discussions https://community.gainsight.com/gainsight/topics/sfdc-account-teams However - as we move these customers to Gainsight relationships, I'm expecting we'll begin to see a similar use case - Identifying a number of users and their role in the relationship/BU. Our current option is to create a series of user lookups on the relationship record, but due to the volume of possible users, and the variance in account teams size (2 people or 10 people) I think it would be great to have a better option in Gainsight to identify and manage this.  Have or could we consider creating our own "Relationship Teams" functionality? Would love others feedback on this. Thanks!

Multiple domain whitelists for a single sub-user(Account). Could we whitelist two domains for one account?

As the Gainsight application evolves and new functionality is introduced, at times, we will deprecate older features and functionality. When a deprecation is planned, we strive to provide customers with at least 3 months notice. In many cases, we’re able to provide more advance notice, so that you can learn the new features and plan how to transition your content or processes. In CoPilot, we plan to deprecate the Standard Outreaches functionality sometime in 2018. Refer to How to Configure Adv. Outreaches for instructions.

Is there a field available to validate that the Time Scheduler Field is working properly? When I dig into the email logs table, I can access Trigger Date of a copilot send.  I can't tell if the trigger date/time is this same thing as the send date/time. If yes, that would mean my Time Scheduler Field isn't working properly. If no, is there a different send date/time field that I am unable to access or find?

Hello! We are looking to utilize an API to load (add/update) additional measures onto the scorecards for our various relationships. What we have found with CTAs is that integrating with the Gainsight API has allowed us to create, test, and deploy CTAs more rapidly than we can through the UI and the Rules Engine. We have also found instances where functionality we are looking for to support our business is not currently available in Gainsight but it is something we can build in our own codebase. An example of this is the ability to create a CTA when an CSM has not had a phone call with their client within the past 90 days. We are looking to get the same improvement in implementation speed and functionality for Scorecards. This would be a great added value to the platform and provide us with the tools to further achieve our company goals.  Thanks! Iqra

When the same numerical field is displayed across R360 and C360, there is a difference in the way they are formatted... except for the list view in C360, there is not configuration option available to change the way how it is displayed.

Hi! I could use some assistance setting up an Outreach chain in CoPilot. Just need another set of eyes that might see something different. We are trying to automate a few processes such as sending Tips&Tricks emails to users that have recently logged into our platform for the first time. The issue I am experiencing with this is that we don't want to send work related emails during the weekend, because more than likely it won't be checked.  Since we are basing the Powerlist off of the first login date, it has been difficult to get the date logic down so that no users are being skipped on these outreaches.  Currently, there are 3 email outreaches we have set up to fire 1 day, 6 days, and 11 days post first login. I am flexible on that timing so it doesn't have to match exactly. However, due to the current setup, depending on what day the first login was, they may be excluded from receiving one or more of these

HPE has a request for searching on linked objects in cockpit. Right now, when you search and no record matches criteria, the search box doesn't do anything. It would be nice to see 'no results found' or something along those lines.

It would be great for rule-generated outreaches to skip US holidays that fall on weekdays. For instance, standard emails went out on Labor Day, which may have highlighted that these are automated to our customers, despite all of our efforts to make them personal. It would be great if the standard US holidays were loaded into CoPilot and coded as weekends, so they skip outreaches in the same way Saturdays / Sundays are skipped. 

I have a customer who noticed that the ribbon bar is not displaying the correct information on the Customers tab in Gainsight. Because this is hard coded (no ability to customize this ribbon bar), the customer would like to at least be able to remove this ribbon bar from the page as it will cause a lot of confusion. I don't think this option is currently available. 

When a CSM is subscribed to a customer in their Gainsight instance, a (weekly/daily) notification email is sent to them to keep them up to date with what changes have taken place! However, this notification email can often become a large wall of text; not exactly reader friendly. Our customers have requested the ability to configure the notification email to include just a few key points that their CSMs would be able to use. Instead of fields like "CTA Name" "CTA Type" and "CTA Reason" they could have just a few or even tokenized information being sent to them in this email notification. Thanks for the help! Take care.

Is it possible to tokenize a field in my email template to pull the value from the uploaded CSV in my power list? It is a field that is not in salesforce but I would like to insert that value from the uploaded CSV into my email to make it more personalized. Is this possible or can I only use tokenized fields from sfdc?

Intelliflo raised an idea that would allow a user to click on a widget and allow the report to be opened.  This would match the functionality of other reports in the dashboard.

Currently in our C360 we have a report for Account Level Contact Roles. When we view the report in the C360, it has the option to 'Add' an account level contact role, but when you click the 'add' it errors in SFDC. We can't run a report based on the Contact object because the Account Level Contact Role doesn't live on the Contact Object, its just a bridge between the Account and Contact and is called a 'role'. We are able to edit and view the Account Level Contact Role in teh C360, but just can't add one from there like we can for Contacts in the 360. We would like the ability to add.

Create a configurable option within each rule to send a failure notice when there are no records processed. For some rules, it's expected that there are scenarios where no records are processed. For other rules, if no records are processed then there is an error that needs to be investigated - most primarily syncing or leveraging data from the MDA.  A configurable option lets the user identify and get notified when there is a failure in the data integration process.

This is similar to https://community.gainsight.com/gainsight/topics/playbooks-better-filtering-or-limiting-view; however, more specific in that Gainsight can probably use the taxonomy concept it has with reports and extend that to playbooks.  As the number of playbooks grow, the visual pollution increases and it becomes difficult to navigate to the proper one outside of starting to use clunky namespaces.

It would help a lot, if posts by trusted posters (community managers, moderators and superusers) could be 'whitelisted' from the automatic spamfilter. The filter can become too strict if you mark seemingly innocent posts as spam, since it's just a learning algorithm behind it that looks at post content.