Skip to main content
ajrufer
ajrufer
Contributor ⭐️⭐️⭐️
August 29, 2019

Engagements: Allow previewing and name changes without pausing

  • August 29, 2019
  • 6 replies
  • 146 views
Gainsight PX requires you to pause an engagement when you are doing things that shouldn't be customer facing. I'd like to see the ability to do the following without having to pause the engagement:

  • Change the name of an engagement while it's live without pausing
  • Be able to preview guides (make eyeball available) without pausing. Often, I just need a screenshot or to show other team members what the guide looks like and I have to pause it in order to do this. Currently on dialogs you can click on the preview eyeball when the engagement is live but the same option doesn't exist on guides (you can only edit guide in-app).

    6 replies

    link_black
    link_black
    Gainsight Employee ⭐️⭐️
    August 29, 2019
    good suggestions Amanda.

    @ciarapeter @mickey @harshibanka

    -- Link
      ajrufer
      ajruferAuthor
      Contributor ⭐️⭐️⭐️
      August 29, 2019
      Thanks, Lila. I definitely will.

        ciarapeter
        ciarapeter
        Contributor ⭐️⭐️⭐️
        September 4, 2019
        Thanks, Amanda - I understand this is a frustrating piece of managing engagements and we're looking into the technical requirements to make this change. We'll be doing a formal investigation into this in Q4 of 2019.

          ajrufer
          ajruferAuthor
          Contributor ⭐️⭐️⭐️
          September 4, 2019
          Great to hear. Thanks Ciara!

            kevin_ly
            kevin_ly
            Helper ⭐️
            August 17, 2020

            Want to add “Description” also to one of the things that shouldn’t require engagement pause.

              R
              Rohit S
              Helper ⭐️
              December 7, 2020

              Hello Everyone!

              Happy to announce that your request has been considered and included as part of the December release. You can now modify the name and description for an engagement while it's live without pausing.

              Thanks for posting!

                Terms & ConditionsAccessibility statement