Archived ideas

I’m not so happy with some of the recent update to the Surveys 2.0 Enhanced Survey Participants change under the Analyze tab.  Previously, the page had icons in the first column that allowed me to easily preview the response, which I used all of the time.Now the preview moved to the dropdown menu on the far right of the screen, and instead the left-most column has check boxes for each survey and allows me to delete a bunch of surveys at one time. Now, that might be a useful function, but I almost NEVER delete survey responses, and I would hope no one does.So, instead of one click on the left side (typically where my mouse starts out on the page) to preview the response - the action that I do ALL THE TIME on the screen, I now have to navigate to the far right, hoping that I am still on the correct row, click the vertical ellipse, then choose preview - a mouse drag and 2 clicks to perform a very common action that used to take just 1 click.I don't think that is a positive "enhancement" t

I'm creating a survey and I need to create a question that is not a checkbox and it's not a radio one. When a person will answer my question he can choose 1, 2 or 3 answers, not more than 3, but less than 3 it's ok. And I'll give like ten options.How can I do it?

Hi Insided, I just wanted to share an idea that I had and think many community’s would benefit from having. The events widget is great and good to have, but it would be even better if when someone's RSVP’s that they would actually receive a community notification on the platform, via DM or by email saying that the event has started or is starting soon etc. If this was to be done by a DM, it would be great if you could include imagery in DM’s to such as a banner. 

We build all of our Knowledge Center content on Insided, and as such our colleagues are constantly sharing different pieces of content on Slack. When you send a link, it shows a preview with our community logo and the general meta-description. Oftentimes, we will be sending 3+ links in answer to an internal question (e.g. what features are good for sponsors? link 1, link 2, link 3).This quickly clutters a Slack channel lowering adoption. A colleague asked if we could customize the preview to show some of the content - e.g. the title, and the description. At very least, to not show the same thing over and over. I understand that this feature was built with social sharing in mind, so I get why it’s not working that way.Would be way more helpful if the preview said “BizzaKnowledge - Answer Questions Live Using Bizzabo Q&A”​​​​​​ 

Right now the only option for a chart is “cumulative”, but when the measure is an average, it just adds the averages from each period together. Obvious usecase is rolling OSAT average. Right now I can just do period by period, and if there are only a few survey responses in a period it is very noisy.   

It would be great to see logs/history of exports from the admin tab or have a link to download that particular export pop up when it is available. I have trouble with my export emails hitting my inbox (or even my spam filter) and I have no way of going back to find the export. It would be nice to be able to go back in and find the link to the .csv from somewhere within the app in case my emails are being blocked.

We would like for our org to be able to use filter on their own reports within dashboard. However when creating job aids, we have a hard time helping people understand the drop down of options  when looking at filters. There is a hide function but that function will hide something from all users not just CSMs. Is there way we can designate who to hide filter fields from so that when editing dashboard reports they see what is relevant for them and not the full list an admin would need?Darshana

I've noticed that when you create a daily usage report in the line graph format, that because of the way that it's scaled, a very small change can appear very dramatic.  As a result, a customers usage can appear to be in trouble when it's not.  I would suggest that we are enabled to set the scale of our reports so it shows the data and scales more accurately.

Currently, when you create a timeline activity of a certain type, the corrosponding CTA that is created is created as whatever your default CTA type is which throws off reporting on CTAs. I would suggest that instead the CTA created from tasks from a Timeline activity can be set to be in a certain reporting catagory instead. 

When creating an activity on the Timeline, after typing in meeting notes, if I hit "tab" it takes me to the Tasks section and automatically adds a task.   This should not create a task for me, because I don't always want to create a task.  

Sometimes due to multiple attchments to an email, the email fails to log into Timeline (bcc to Timeline) feature. Is there a way to better this experience by adding secondary timeline entries with just attachments? 

In regards to attaching files in Timeline - Currently, the system is limited to certain file types, and we cannot attach Outlook email messages. Will .msg be a file type that we can add as an attachment in Timeline in the future?

My team is requesting that the Timeline filters on the Account be sticky as well. I saw a request for that on a the Global timeline, but not one for the account timeline. https://community.gainsight.com/conversations/make-global-timeline-filters-sticky-5be1d2dee4b067063e68bb7a

We are trying to find a way to effectively search for keywords in notes & timeline across all of our customers.  Such as "Financial Reporting", is there a way to do this?

User Story: As a CSM I need to filter & group by my task due date so I can prioritize my work in my cockpit. Use case: CSMs have overdue tasks within a CTA, but the CTA displays in the group by as due at a future time because the filter & grouping options are based on the final due date of the whole CTA.  This is true for all CTAs that have tasks with distinct due dates. Acceptance criteria: Cockpit filter includes next task due date Cockpit group by includes next task due date Similar suggestions and ways this is different: https://community.gainsight.com/gainsight/topics/adding-fields-to-the-group-by-in-cockpit - Cannot group by because task due date is not an option to add as a column https://community.gainsight.com/gainsight/topics/cta-due-date-should-reflect-due-date-of-next-open-t... CSMs would like to keep an independent CTA due date, but be able to prioritize work based on the tasks within a CTA.

If rules are changed and duplicate CTAs get created, the only way to find duplicates is to go to the search bar. Once you search for an account name, the scroll bar goes back to the top and you lose your place in the list of CTAs. This is time consuming. Please add a filter to search alphabetically over the Account Name Column in the Cockpit.

I've gotten this feedback from several customers, including HPE:  Currently, the detailed CTA layout view in cockpit captures only a small part in the right of the screen. This makes it difficult to work with CTAs to enter comments or other fields.  The request is to have the detailed CTA layout take more of the screen, or at least give users the ability to expand / change the size of the detailed CTA layout screen. This is especially true when accessing cockpit through C360 / R360

When working out of cockpit, I often need to take notes in the comments section of a CTA. Currently, I don't see a way to adjust the view size of the CTA details via the cockpit view. The CTA list view takes up a majority of the screen, while the CTA details section that I need to make notes out of is too small. This also applies to if I need to make notes on a linked object. The work space is rather small. I would like the ability to be able to resize the CTA view in cockpit when working from here. 

Would be nice if the CTA window could be popped out as separate window and/or resized to provide more visibility and room for data entry.

With the new UI, you can no longer see the whole description box within a playbook task.  Also, this pane seems a lot skinnier than in the old UI and it feels a little cramped. Besides fixing the bug so we can read the description, making it a little bit wider wouldn't hurt either.

When you pop out the CTA detail section, it seems narrower and Chatter is cramped, especially if using bullets and sub-bullets. I keep wanting to pull that window wider. Is there any way to make that section slightly wider and take advantage of some of the real estate between the CTA name and the Health Score on the left?   

Currently when adding fields to show as Cockpit columns there isn’t an ability to resize the width of the columns. Sometimes the values can be long and a user would have to resize the column to see the full values and fields.   Getting customization to resize the column would help resolve this and use the available whitespace.

We have an event that happens every other week. I’d like to be able to either easily duplicate the event or set it to appear on a recurring basis.

timeline comments are listed in the order created.  is it possible to change the sort order so the most recent comment is first?

Right now within the AO Participant object the survey url is only recorded after a participant responds. Can we make it show if they haven't responded? That seems to be the most important time when it is needed. There are many times where a customer would like to resend the link from a program but don't have access to it. This requires creating a one off outreach or program just to resend the survey. Let me know if I am missing a way to pull the link after the program has been sent.