Archive

Hi Team, Please give the ability to export the Custom views. Exporting the data into CSV and applying the filter is cumbersome. This will save lot of moderator time. 

Posting on behalf of the customerCustomer wants to be able to complete other actions while editing comments on a CTA, without the comments disappearing before saving. Something similar to the timeline draft functionality. Is this something that we can create a roadmap for?

What: While it is possible to publish content in categories that are either visible to all or hidden to some which enables defining content permissions, it is not possible to have a category with topics of different permission levels.This means that we are having to compromise the use of categories for structuring in order to use that same lever for permissions handling. This has surely been mentioned before but I failed to find it… Context: I’ve been pitching moving our Knowledge base to InSided recently, or at least through a content integration have the KB front end be the community platform instead of a standalone site. (We already have federated search but because our users know where to find the KB already they go directly there, missing the opportunity to search both resources). When exploring the conversion possibilities it became very obvious that setting permissions only via Categories was a compromise to

The Help Others tab when it contains no unanswered questions is just blank. It would be better to display some copy there saying something like “There are no unanswered questions at this time” rather than nothing. 

When working with multiple topics in Control is would be helpful to be able to navigate to the next unread topic from within the topic you are at without having to return to the main Content overview, select the next topic.

Hello Team,One of the Customer Simondata has requested for a feature request where they can link multiple opportunities to a CTA. Currently we can link only one opportunity to a CTA. The users want to link more than one opportunity to a CTA. 

 Is there a way to see Last modification in Adoption Explorer ? It would be a great feature if we can see the last modification in Adoption Explorer.

Hello, I am wondering if it would be possible to create a piece of guidance that only show up when the value is not equal to zero. For example, a badge guide only appears if a value is not null.

Love the new Calendar integration on Home page. One thing that is a pain point is that when adding an activity from a meeting here, it auto-selects the customer. This is fine, but the ability to edit once auto-selected would be extremely helpful as it doesn’t always select the right account. Further, all of my colleagues are contacts for an internal account in Gainsight. Internal meetings that are about a customer are defaulting to the internal company and we can’t change it to the right customer account once the system auto-selects the company.

We are trying to use a multi-question survey as a “paywall” tied to an upsell feature. However, surveys do not allow for “every time” like other engagements. This survey triggers a webhook to our sales outreach that allows them to immediately contact the client. However, since there is no “every time” option for surveys, we can only launch it once per session for the user.

It would be EXTREMELY helpful to be able to target audiences in the Gainsight PX Knowledge Center Bot based on State or Inferred Location. For example, we’re trying to display our latest Knowledge Center Bot to users in Michigan, but can’t do so. Our business is highly reliant on regions, so this is a crucial missing component. 

I am currently working on a survey and translated the survey in French. Everything worked, however, once the response is submitted, the Thank you page is only in English. It would be very convenient if there was a way for it to be translated as well.

I also find it annoying that the Timeline + Calendar widget is not expandable.We’re limited to this very slim and narrow window which is not a great experience when reviewing a whole host of timeline activities.Would simply like to make it wider!

In the Product Feedback Dashboard, there is no way to see all Ideas by Status. I’d love a bar graph or a pie chart showing, for all ideas submitted, what is the breakdown of status? Even better, it would be cool to be able to filter by Product Area. This would provide a wholistic view of status across all ideas submitted in the community. 

A recent source of frustration has been that MDA objects only allow me to go 3 levels deep. SFDC objects appear to let me go at least 5 levels deep.  This limitation on MDA objects has hindered me from setting up a global filter for Directors (i.e. the CSM’s Manager’s Manager). When the report is built on Timeline, for example, I’m only able to go from Timeline → Company → CSM → Manager ID and then I’m stuck. I’d like to avoid creating yet another new field on the user object if at all possible, but I don’t see a way around it.

It would be more convenient if changing the field label would show the old field name with values in reporting  before the change has been made and the new field label with new values after the changes has been made. This would not throw historical  data off of reporting.

[Customer request]: The customer is looking if it would be possible to report on whether an Email Template was selected when creating the email, and if so then he would like to see the name of the template that was selected from the report builder section.Can you add your suggestions?

Hi teamWhen viewing or editing a report, the title tag shown in the browser is always Gainsight Report Builder, regardless of whether you are viewing the list of reports or an individual report.It would be really useful to have the report name in the title — to help distinguish which report is open in which browser tab, without having to actually open each tab to check.Thanks!

It would be very valuable to have a connector to MySQL / MariaDB databases.  Today we have two work arounds.  One is try to make Adoption Explorer work which is not great for anything but really logging data.  The other is to push data to S3 and then pull it which is not ideal.   We would like to be able to connect to this type of db via a connector job and possibly other places like data designer or rules.  

Hi Team, Currently, there isn’t an option within UI to export the picklist values from the UI.Use case: Customers often reach out to delete inactive values from the dropdown. As deleting picklist values isn’t available from the UI, if we have an option to export the picklist values along with the GSIDs it would be helpful. This option would helpful in the case there are many picklist values that needs to be deleted in that dropdown. Thanks!

We have just installed the Gainsight Assist Outlook plugin.  I have noticed that when logging an Activity from an received email,  the activity that is logged on the Timeline only includes 1 contact in the External Recipients field even though there are multiple valid contacts on the email.  Is this standard functionality or is there something we are doing wrong while logging the activity? 

Hi Team,At the moment, we don’t have an option to merge the Opt-out categories but it would be nice if we have this option.

Scenario: two fields in a table (For ex. DAYS_SINCE_FIRST_CONTRIBUTED_AT and DAYS_SINCE_FIRST_CONTRIBUTED_AT_MOD) which are both mapped to fields in a Gainsight object. However, the destination table UI cuts off the field name short (see attached picture) and there's no way to see which one is which since they both cut off at the same point. It’s make hard to maps field. And can lead to wrong data collection. At same point with large similar kind values, It’s hard to trace back such kind of issue.Suggestion: to improve the UI in way we can see the whole field name. Make a some mouse hover pop-up which shows the whole name of the field.Hover Pop-Up Suggestion 

For example, an email address for contact happens to be on multiple customer accounts and when an email is logged to Timeline, GS prompts the user to choose the agency to log the Timeline to. If the user chooses the wrong customer, they would like the ability to change it to the correct one. Right now you have to create a ticket to have the backend team fix it.

There are more than a few posts regarding this, but they are all about a year old or so.  So wanted to start a new one.  There’s been more and more of a need to purge old or stale records in our Company MDA.Right now, every few months we go into Data Operations, add our filters - and mass delete out the select records.  It would be amazing if we could leverage something in Gainsight to automate that process for us / and add in a recycle bin for those records for X days.  Similar to what Salesforce has.As always, thank you!