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In Usage when trying to create a Milestone, you have to [i]left click on the calendar for it to retrieve. Doesn’t it make more sense to be able to click on the calendar? After obtaining feedback from my team members, Most of the them mentioned they had to “play” with this before figuring it out. One even stated, “I accidentally clicked to the left [i]then figured it out”.  Most of us felt you should be able to click the calendar to retrieve it. Is this a possiblity?    

With the new UI, it would be great if the Admin section could either have the ability to collapse the sections or be able to configure the order of the items based on what you use most.  Most of the stuff I use is at the bottom so I now have to scroll down to find.

As an administrator of Rule Chains, I need to be able to quickly move Rules around in the dependency hierarchy. Today, I can only do that by deleting the Rule in the Rule Chain then add it again under a different parent Rule. If the Rule I'm moving has subordinate Rules, this creates lots of work. Being able to drag and drop entire hierarchies (by way of dragging the parent Rule) would be more efficient. This could allow me to not only change the parent but move a branch of the hierarchy to a higher or lower level.

While I love the flexibility of building an email as I want through HTML in CoPilot. However, there are some basic formatting things that would be helpful to do through the WYSIWYG editor. For example, setting the text or link style and adding/editing tables.

I am trying to build a Powerlist off of NPS Survey Response.  I am not able to use all accounts filtered, because it is pulling in results for all customers.  I switched this to NPS User Email, which pulls in the desired results.  I am not able to pull in Contact First Name to use in the outreach.  I know I can create a formula field to pull in contact first name on this object, but I would like to be able to get to the Contact First Name with out having to create the formula field.

I am curious to know why playbooks have to be separated between Account and Relationship levels?  https://community.gainsight.com/gainsight/topics/product-update-relationship-playbooks  This can increase the number of playbooks that admins have to create and maintain.  Definitely not helping streamline the administrative experience within GS.   I can see where it would be valuable in some cases to define a Playbook that can only be applied in one case or the other, but there should be an allowance for Playbooks that can be applied to both levels, without having to create a duplicate.

It appears that the export for the customers tab exports out the API name instead of the custom labels that are configured in the Administration screen. It can be confusing for customers who don't know about the custom mappings setup. They think the wrong columns are being exported out. 

I was looking for a Vault email template that would correspond with this tutorial on sending a multilingual survey, and didn't find a template that's for sending a generic survey. We have an NPS-specific email template, and a survey reminder email template, but should we also offer something for sending surveys that is more generic? Also, I looked for a usage data email template, but I'm guessing we don't offer that at this point because we can't include reports in Vault email assets?

Right now reporting doesn't allow users to add a filter like, Checkbox Field = False. I know we have a workaround, by adding Checkbox Field ! = True we will get same results. But I think we should give an option to apply this filter. Salesforce allows users to add this filter.

Redhat has two instances of Gainsight now -- Support (Primary, and is the first instance) and Sales (Secondary, and is the second instance.. They will be running CS out of both, with some overlap of accounts in each.  There is one specific requirement to run all survey communication out of the primary instance (was decided by RH tech team) but comes down to having already spent lots of time implementing surveys in primary only. They want the ability to nominate contacts in Secondary and have that write back to primary (either creating the contact if it doesn't exist, or update a field if it does) to show that a survey needs to be sent to that contact. Currently they plan to write a web service that does this as a one way sync from Secondary -> Primary. We could use bionic rules to do this, and have less work for the team (it seems like it would be simpler too). As an additional req, the would like to pass account information for these nominated contacts which is out of scope f

We are hoping to implement a new way for customers to provide their preferences for the number (all emails, digest view of one message per week only), cadence (daily, weekly, as scheduled, etc.) and content (promotional, finance-related, product updates, etc.) of emails they receive from our company. Ideally, Copilot could "read" those preferences and adjust outreaches accordingly by skipping at times, consolidating emails into one message, etc. 

We need a way to migrate surveys between our UAT environment and Production environments. As we build more lenghty and sophisticated surveys, having to manually recreate them in different environments is leaving too much room for error/mistakes. It also causes us to have to test twice. A tool to migrate surveys between environments would be much appreciated.

The new UI has changed and in order to see a specific CSM cockpit, managers have to use the filter button, which creates unnecessary additional clicks. Toggling between CSM's on the previous design was much easier and I really want it back.

Add the ability to send an internal email automatically thru an outreach when a specific user closes a CTA.  

In the use cases of some of our users, having a decimal position option that would apply to all reports could be very useful. Instead of having to change each aggregation accuracy individually, having the option for this to follow a predetermined value would save time.

Is it possible to remove the GSnap branding from the outgoing videos? If we were going to use this feature, we would prefer to keep this experience consistent with our brand. It is for a similar reason that we worked to ensure CSM emails that are sent from copilot don't look like they are coming from Gainsight. 

Since Account Id is required for any rule to work, can we just have this field added by default to any new rule? Why should the end user search for it and add it manually each time? 

Does copilot allow a powerlist to be built that targets specific  contacts from multiple accounts? We need to do a survey send to target specific contacts from multiple accounts. Would this be setting criteria by name? Is there a limit? Better to create multiple powerlists to support this? 

I got this question from a customer today. Can someone explain how this is going to affect GS (especially around things like copilot and surveys)? With the launch of SFDC's Contacts: Associate a Contact with Multiple Accounts (Generally Available) (https://releasenotes.docs.salesforce.com/en-us/summer16/release-notes/rn_sales_shared_contacts.htm) how does Gainsight use this new feature/functionality? 

We currently categorize our Success Plan Objectives to align with the area of the scorecard that the objective is aligned with. For example, our objective categories are based off of the 6 sections of the scorecard so we can report on whether or not our success plans are moving the needle within the scorecard. So, if a CSM is working on ‘Adoption’ with their customer, they would leverage the objective category of ‘Adoption’ but there are multiple facets of adoption that could be a focus such as Training & Education, Implementation, Support, etc. We would like to associated these ‘sub-categories’ with the Adoption category so that when a CSM selects Adoption as the category, only the related adoption sub-categories are available for them to select. It would be beneficial to have 'sub-categories' that would allow you to get more granular to allow for more robust reporting and trend analysis across our customer base.

When using tokens to personalize the sender details in an Outreach (From Name, Reply-To, From Email), the user should be allowed to designate default values in case the tokens are empty (i.e. the "CSM" field on the Account record is NULL).  This would be similar to how you can assign a default CTA owner in Rules Engine.   The workaround of creating a separate list and outreach that filter for the NULL value creates more administration than is necessary.  It seems the only other option is to not send the email when the tokens are empty, which is not desirable.  I have heard this specific request from several prospects recently. Thanks!

I've gotten feedback from our CSMs that the light blue text that links to an account on the Customers tab is hard to read.  I think darker text here would help it stand out against the light background and it would be easier to read.

Does anyone else have concerns about clients unsubscribing and not receiving important operational emails when using JO?  As the tool is now, JO isn't useful for us as an organization and instead we use mail merges to send communications to clients who meet the criteria.  We also use Marketo for other functions and they have a feature called "operational emails" that allows you to designate a non-marketing operational email so you can contact clients regardless of their subscription status and does not include an unsubscribe option.  This feature would allow us to use JO and I imagine other Gainsight clients have the same concerns.  Agree with me? Please vote!

Has anyone try to integrate Google Alerts with Gainsight? It would be useful to be able to pull up the latest business news about clients prior to calls or QBR.

Hi Community - see below for what's new in Vault over the past month! Gainsight 5.0 Release - with our new release, we've added over 60 Vault Reports and direct Vault Asset links (you can see them in the below New Assets)! See the full list of Vault reports here. Additional New Assets - 4 Playbooks, 3 Surveys, 1 CoPilot Template added Customer Reference Playbook - Manage a customer through the reference process. Internal Gainsight Launch Playbook - Use as an exercise for CSMs in preparation for a customer's internal Gainsight Launch Onboarding-to-CSM Transition Playbook - ensure a smooth transition from the Onboarding process to full CSM ownership Tracking Key Contacts Playbook - ensure you're taking the proper steps to track your key customer contacts in Gainsight Internal Pre-Implementation End User Survey - assess your end user's time allocation and satisfaction with their customer management tools before you've implemented Gainsight Inter