Archive

I think it would be great to be able to have a repository of widgets that you could use across Gainsight Home. My use case: We have a Rich Text widget that we update weekly with upcoming customer events so that our users can quickly grab that information to share with customers.  Every week, I have to click into all of our Gainsight Home layouts (8 of them) to update it across them all.  Would love to just have to do it one place.

Hi,Is it possible to improve the performance of the account selection in Gainsight Assist by implementing some caching? Screenshot above  

Hi Team,It’s about success snapshot to share email notification to the user about the failure with context. It will helpful for the to identify the potential problem.

Basically what the title says. From what I can see so far, there doesn’t appear to be a way to convert an existing design into a template.  It would be great if there was a way to do that, so that you wouldn’t need to rebuild existing designs as templates, or if you decided you want a design to be a template later on.

Hey all,We feel a little limited by Success Snapshot’s forced “breakdown by GSID”. For internal sharing of success snapshot, we would like to also be able to do the opposite, i.e. success snapshot by group of customers across an attribute or group of attributes:Embed reports with a few attributes Show the report on one slide for all records (we would of course have applied filters beforehand to limit that to a specific segment) Show another report for other attributes on the next slide etc.And instead of having a breakdown by company, have a breakdown by attribute or group of attributes which would help us generate a snapshot across a segment for example, for an attribute such as Health Score.We are using JO workarounds to achieve tables with all attributes, that we then paste into PowerPoint when we could generate great reporting slides if we could switch between company or attribute breakdown.Thanks,

The user deletion API currently only cater for InSided community user ID.Since the authentication of SSO is mapping to our own internal ID, deletion using the API would not work.https://api2-us-west-2.insided.com/docs/user/#operation/erasehttps://api2-us-west-2.insided.com/user/{id}/eraseSuggesting to have an API, https://api2-us-west-2.insided.com/user/{oauth2_sso_id}/erasethis would benefit all InSided clients that are using oauth2 authentication 

Unlike homepage customization option, the order of ‘featured_subforum’ content in the Category layouts cannot be moved ,and we are stuck with the Order of publishing the content This is key to flexibility in designing an onboarding UI for Categories

Hello Team, We are following multi-currency setup in Gainsight. When we try to import “Currency ISO Code” field from SFDC, it is throwing an error saying “Currency ISO Code is a reserved keyword”. When we reach out to the GS Support, we realise that this is a limitation in DD; whereas it is possible to bring in the “Currency ISO Code” field. I don’t understand why it is restricted in DD and allowed in Rules Engine. Please allow the usage of “Currency ISO Code” field in DD.

 Cant we embed the JO analytics page into dashboards or at least to C360 page? Ability to import a JO Analytics page directly to either a dashboard or C360(sections) would be a great feature. This helps us utilize and consume the data across the board. And reduces the efforts to create the replica of this for Admins.   Also, can we have a feature request to embed dashboards directly to C360 sections? Embedding the dashboards to C360 section will help us drive more adoption within cross functional teams. For instance, if we want to share a dashboard with teams like Renewals and Sales team, working on salesforce opportunity or accounts pages, this feature will help them view the dashboard directly from the accounts/opportunity page through C360 Sections.

A lot of my CSMs are asking for the Playbook to show the closed date for each individual CTA, rather than just the closed date for the entire Playbook.  

As we evolve our use of Data Designed to integrate more and more data from different systems, our users want more flexibility and capability associated with that data.  In order to overcome the limitations of Data Design dataspaces, a solution Admins have employed is to create a Custom Object from a Dataspace that then requires constant updating. Would it be possible to automate: The creation of the custom object directly from the Data Design Schedule the data update/sync from Data Designer to the Custom ObjectIf you think about making this data democratized and as flexible and Agile as possible for Admins, this could really bring a lot more functionality to the table.

If I’m running a Call to Action report, and I want to see how many CTAs there are by Reason, that’s simple.If I also want to correlate this to the Total ARR (or some other numeric value at the Company level) I cannot do that, because the report will SUM/AVG/MIN/MAX across each individual Call to Action record line.So if, for example, I have 2 open Risk CTAs under 1 Company, and that has Company::Total ARR of $10,000, the subsequent report would show CTA Count of 2, and Total ARR (at risk) of $20,000 because it is adding up each line twice.  This creates misleading report numbers.Need a way to be able to report on granular Many:1 data, but including the ability to aggregate some values at a higher level (i.e. Company)

Hello Gainsight/Insided Community Team,I would love to see the functionality in Community to add a calendar reminder on the products update page.  Similar to the events tab, this link would allow a customer to register for a reminder of when we may have a maintance window or when a new product download would be available. 

A really handy feature for ADMINS ONLY would be to have the ability to open up the “Edit Record” view directly from a C360 vs having to always go to Data Operations, search for the Company and click edit. 

I am trying to add a field to a timeline activity, that loads the users, same way as it does for internal/external attendees, but am unable to do so.I created a GSID type field with a lookup, but it deoesn’t show up as an option in the timeline activity fields.Any idea what I’m doing wrong? Thanks!Tal

we have a frequent issue where emails to Timeline get logged to our internal Account, rather than to the correct customer account, because the customer contacts were not in the system at the time the email was logged to Timeline. It would be great if I, as an admin, could push those incorrectly associated emails back to Draft status (also sending a notification to the author) so that they could go back in and associate the email to the correct account.

We use Gainsight success plan templates for sharing them with our customers.Problem:We can not assign the tasks to the customer contacts and it becomes manual work on our end.Solution:We will need to have the partner name in a custom field which needs to be tokenised 

Hello,We post to welcome new members to our community every week and would like to be able to pull the profiles for all our new members automatically instead of having to tag one by one. Facebook groups does this very well and we would love to see it here too.Thank you!

Hi Team,We are not getting the report data from the JO program if the report has the filter  “Owner” = “Current User“ . Please look into this.Thank you.

When creating a custom Cockpit View from both the Admin side and the User accessible ‘Create New View’, the list of options in the Group CTAs by field is rather limited. It would be helpful if this could be set based on any dropdown, date, etc. type field, including Custom Fields. 

When someone grant access for support reasons to GS, then an email is triggered to all admins on the account. Is there a way to word that email better so it is less confusing for new GS admin? A wording of you are receiving this as an FYI, because you are an admin would be super helpful.

Please bring back the Objective view functionality where CSMs can simply click a dropdown and see all the tasks under the objective. IMHO, this was way better and involves less clicking around. The tasks feel so hidden now. It’s a chore to see all them. Especially with multiple objectives. This is instead of having to click on the objective, then to the tasks pane, then see all their tasks in a small window.  

I am often asked questions about Company/Relationship person records, and at our company, a lot of the time the email domain of the person in question does not match the company name that they are associated with. I would love the ability to search both Company/Relationship records AND person records using the search bar at the top, rather than having to build a report that allows my users to do that OR using the data operations/data management + filter solution. I think having a toggle (dropdown, checkbox, something?) to enable/disable users from being allowed to include or exclude person results from their search would be a nice way to do this since not everyone always wants to see both.  Kind of relates to this other post from a year ago so sharing that here as well since there is a workaround for this, but I think it’d still be nice to be able to search folks at the top of the page ? 

If a product has implemented an attribute in their Identify call, then it is later deemed to be a data point that the company no longer wishes to have user send. The Attribute Management page toggle should be able to stop all instances of the Gainsight Identify call from sending this attribute.  The underlying reason that this would be needed is in the event the specific piece of data is now listed as PII and the company does not wish to collect this data. As Security and Data Privacy laws change we need to respond quickly. Having to go back and remove attributes from the Identify Call code (from every product) is extra overhead that can be eliminated by Gainsight PX configuration. It would tell the browser side java script to omit any field that is deactivated via the Attribute Management page. (Similar to the URL Mask tool) This can also be used in reverse. An attribute can be coded in advance for the future eventuality that we wish to enable the value and begin gathering the data.