Archived ideas

Hi Team, We noticed that quick insights image report in sally have too big font and some User Names are not showing in the report. As you can see in the image, there are 20 bars and only 10 names. Here's the screenshot : https://cl.ly/dac1d093d282 Reason : As the image size is small, it gets re-size automatically and reporting is trying to fit by skipping names on the Y-axis . Any improvements in this types of report will be really helpful.

Is it possible to create an engagement CTA that would then bring up a document within the knowledge center content? From Link_Black’s previous posts I can see where we can do this Engagement to Engagement, but the KCB is a different animal. 

It would be great if the data naming conventions were more clearly defined .. For example if you want to pull the company name… you search on “Name”  you can determine in the tree which hopefully is the right “name” but there at tons of “Name” elements ...same for CSM  - Its like 1000 people built all the standard structures in silos and there is no elegence to it . 

Wanted to mention this.  I had an playbook with an email assist task where the email template had a button for the survey.  I edited the email template to be a question instead, and when I went back to refresh it in the playbook task, it gave me a message saying the email template had been deleted when it was still active.  I believe this behavior happened because email assist doesn’t support inline survey questions, so it might make sense to update the error message to say something different besides “deleted” since it wasn’t.Thanks!

A customer submitted a support ticket in regards to fields outside of Zendesks standard API - (https://developer.zendesk.com/rest_api/docs/support/ticket_fields#list-ticket-fields) to be included in the sync and or a separate sync to grab those fields. Two being Brand name and Brand ID. I think this would be helpful for customers that customize and just want to pull in other fields not included in the standard API

Hi Team,Currently, we are not supporting the filed called "calculation_score" which is a type of calculation properties in Hubspot. When we select this type of field from the Source mapping and then it is showing the not relevant fields found in the Gainsight MDA.Could you please verify the above request and add it in the roadmap accordingly. 

Hi, We would like to have an ability to push data from Gainsight to Pipedrive CRM via the OOTB connector job rather than using .csv files or API. So basically making Pipedrive connector bi-directional. Thank you,Auste

Similar to the Case statement in the Rules Engine, I’d like to be able to compare a field value to another field value vs a constant.  When will this functionality be available?(From the rules engine): 

Hi,Below, you’ll find some ideas to extend the existing Export XLIFF API.We currently export the content of our engagements via API, choosing only the ‘Ready for translation’ state as an export criterion so that all engagements having this state are exported.It would be great if we could also add further criteria, such as labels, to filter what we want to export.What we need, as well, is a way to remove the localized content of several engagements at once. Now, we have to remove it manually from every engagement.Furthermore, it would be useful if we could customize the xliff files during the export (e.g., giving them descriptive names).Thank you very much.Best regards,Katharina

This should actually apply everywhere in Gainsight, but in testing Company Person C360 section, I went to edit an email address and got this error “FIELD UPDATE FAILED.”   No reason, no explanation. Assumedly this is because a Person record already exists containing the email address with which I was attempting to update - but the end user would not know that and thus they would contact me, the admin saying something isn’t working. 

Now that we can create CTAs and Timeline entries via the Sally Shortcut menu, it would be great for this functionality to copy the text of the message you use to bring up the shortcut. 

Let me know if this exists! It’s a common use for someone to ask a question, get the answer that it’s not possible, and then be asked to go post the idea. It’d be nice if you could just convert the question to an idea.And on the other side, someone may submit an idea that is actually possible. It’d be nice to move the idea to a question and answer it. 

Currently the Gainsight Sally feature is only available to those that have a full Gainsight license. It would be useful for the integration with Slack to allow Gainsight Sally to work in other slack channels where not all slack users have a full Gainsight license so others within the organization could see specific details on a company if someone with a full license posts something in the channel.Ie: People with a full license could create a CTA while also providing visibility to others who do not.

Hello Team,We’ve recently seen a behavior in Usage Data total time is showning in ‘K’ values, rather in Minutes/Hours. Currently it seems like a limitation. Below is the brief observation:The issue here is in GA(Google Analytics) data might in time format like minutes or seconds but when we ingest data in AE, it is coming as a number field. So that's why in charts it is being shown as Number ( like Sum (Avg Session Duration) = 10k or so).The data itself is coming from GA as a number so it's not possible for now since we don't have any capability in charts to convert the number field to a different data type for representation.like here 10k --> 10k/3600 will give hours etc. Could you please check on this request, if we could implement this in the future!

When creating a widget based on currency field it defaults to show a wallet.  Would it be possible to be able to modify what would be shown there.  Ideally would we be able to remove the wallet, and then add a USD sign or something else.

I love that there is an option for a 'heat map' style report in the system. However, without the ability for the x-axis and y-axis to sort appropriately the use of the report type is limited. Our organization will often look at 4-box/9-box models for customers. We look at various customer activities on two dimensions, Priority (High, Med, Low) and Opportunity (High, Med, Low). The priority is on the y-axis and opportunity on the x-axis. When trying to create a report in gainsight the y-axis (priority) will display in unsorted orders (M, H, S). This poses a challenge because intuitively you would say the upper right corner of the grid would be the high priority and high opportunity tasks, but the chart shows high priority in the middle row.

Has anyone else found a need to update R360 attributes for various customers only to find that you have to open each customer in order to do so?  A request has come from our CSM’s to enable a report so they can update the attributes all at once versus having to search for each customer and update each individual customer.  Will Gainsight ever have the ability to update fields within a report?  I know there is the ability to update CHS in a repot, but would be nice to have the option to update other fields from a report as well. 

Hello Gainsight Community! This video is to show you some quick reports that you can build on AO Participants object to pull some useful insights about the participants of a program.To know more details of what information each field in this object stores, check the object glossary. Here are five reports that I will run through in the below video:1) List of Participants who opened the survey but not responded.2) List of partially submitted responses3)List of participants who gave detractor score and has a renewal upcoming!4) List of participants who did not respond even after  2 remainders.5) Status of last email sent and current participant state of each participant  Hope this helps, Thank you! 

Can we have the ability to report on dropdown list fields - similar to reporting on ‘sfdc’ Picklist object?Basic fields required in reporting - categories, gsids, name, short name and color. Issue - While working for a customer whose data got corrupted in Company object (which had a couple of dropdown list fields). We got backup from ops team but all the dropdown lists are in the form of GSIDs, I’m using network calls to identify the names of dropdown list values. This is too tedious and there’s no single place to identify all the dropdown lists and their corresponding items. If given an ability to report on the fields, it becomes easier to validate the existing items on dropdown lists like for the above case.

Hi folks,We are a global 24x7 company using inSided for technical support. In the early stages of getting customers to be repeatable users, it would be great if we could have an option to monitor and notify when conversations receive no replies for x minutes/hours to moderators or a specific email alias.In the early stages, we’re lazer focused on providing a better-than-support-case experience to ensure members stick and find the community valuable. Since we dont have dedicated moderators around the clock always watching the forum, it would be great to have some sort of automation to monitor and notify a group of mods or email alias. I would find this also be useful later on once we increase the SLA to allow for the community to answer themselves.  

Hey Team,   We have noticed Users having a tough time with Inactive values showing up under Global Dashboard filters. I do understand we have challenges removing these values but would it be possible to grey them out while displaying them?   We could also think about letting users have access to setting the corresponding records with these inactive values to NULL 

In our Scorecard we have multiple measures in the Consumption Measure Group. We want to assign dynamic weightage to Individual measures based on the Product ARR. Say for example We have 4 Individual Measure : Product A, Product B, Product C, Product DAs of today each has 25% weightage and contribute to overall Consumption measure Group.We want to assign this weightage dynamically for each customer based on Product ARR. Say customer has total ARR of 800K distributed as below :Product A - 400KProduct B - 200K,Product C - 200K,Product D - 0Kwe want the Weightage of the Individual measure in the consumption Measure Group to be like : Product A - 50%Product B - 25%Product C - 25%Product D - NA

Hi, I had a customer reaching out with an issue where since there is no user level default currency set, when she is querying the details of an account, it is using the corporate currency(USD) to show values instead of the currency(which is Canadian) on the C360 for that account. So is there a way for admins to choose between record level currency and user level currency for their organisation? That would help with this situation i think. Let me know of your thoughts.

Would be great to be able to expand the window size when we log a call.   

I would like to see automated security groups. This would allow admins to create security groups and populate the group using criteria. For example, I would like to create a group for all internal employees. I would like to be able to do a simple automated query to search for everyone with @bizzabo.com as their email and populate a group with just those contacts and then assign them to a role.