Archived ideas

As admins well know, every click counts.   Would be such a time saver if you could select all the fields you want to add to a Report or a Rule by using checkboxes - similar to how you can do that on graphs and charts: (Bonus points for a "Select All" option in the Report Builder) Graphs: Mockup of similar in main Report Builder selection:

Related to https://community.gainsight.com/conversations/prevent-removal-of-a-field-in-a-data-space-if-its-in-use-5c6ebc0de4b03020f9c4584e Similar to the Dependencies on fields in MDA tables, there should be a simple way to identify dependendcies on fields in Data Spaces.

An email is sent when you add someone to Shared360. However, that email isnt logged to timeline. Similar to EA, can the email automatically be posted to timeline?

We - as a software development company ourselfs - struggle with ideation. We don't have the ideation module turned on because of various reasons. The main reason is what I also see happening in the ideation forum of Insided: customers assume that more votes means the idea will be implemented sooner. But that is not how it works. As any company, you have different goals, and the most important ones are the that match your vision or company strategy. This is no different for a software development company as for any other type of company. However: our customers find the way we work now not satisfying. They don't have an overview, and don't know where their idea stands in relation to the 'to-develop' backlog. As said in the first paragraph in this topic: where their idea stands, that is a question that is impossible to answer. But the overview: man, that could be a thing. I'm aware that there is some kind of overview in the community, called '

It's been brought to my attention that when the Timeline Draft limit is met, the warning that comes up alerting you that the draft save failed intrudes on the user's ability to complete their update. I understand that the error is just alerting us that the draft can't save because of the limit but I think it'd be helpful if it was able to show but not interrupt the users ability to post (having to click out of the error every time it appears).

In our use case we would like to use Activity CTAs on the Timeline to centralise notes from calls, meetings and other updates. We work in multi-professional teams where up to 3 people can be joining these events and collecting notes from different angles. Being able to centralise these notes and work towards shared goals is a key feature we are missing currently. Using the Timeline and Activity CTAs would solve a lot of our collaboration issues in GS. Currently, only the Activity CTA creator can make edits to the Activity CTA. Having the ability for other users to edit Activity CTAs would help us here.

After the good points here, on advice of Daniel, a separate topic. We are getting more and more users that subscribed to category's but then complain about the amount of mail they receive, not knowing they actually subscribed to a category and it being a pain in the *** to explain all of them where they need to search (most of them not getting it and having subbed to more than one category). I therefore also fully support Monique on the kill switch for all mails or an overview in the profile page of all subbed content. Next to that, an unsubscribe button in the notification mails for category topics would also help with this, most users that complain have no idea how the sub/un-sub of category's works on the community and just click the button. Cheers,

CSMs would like to have a way to search within their Success Plan Objectives, Tasks. We have the drop down for Objectives but the ability to search on tasks is not availble. Is this something that can be enhanced?

Posting on customers behalf:: On a R360 page, a customer can either click the Edit Attributes or the inline checkmark to make a change to attributes such as the CSM assignment. If the inline edit is allowed, there should be a confirmation of some sort - SAVED, SUBMITTED, green check mark - to indicate that the request has been recorded.

At the moment when you refresh a page on C360, it will refresh the whole page and load the summary page. It would be a better experience if the refresh would take the user back to the container they were looking at. For example after editing the name of a Relationship, you need to refresh and are then taken to the summary page. Would be better to not have to re-navigate to the Relationship container.

Example : I have a report in my C360 for support cases and I want it to sort by case number ascending not descending. Customer's ask: Sort the records in a report in C360 in an ascending order. Currently, user has to manually adjust the columns in ascending/descending order as wanted.

It would be nice to be able to export an ORGs 'Blacklist' within the Gainsight UI.

Possibility to save the draft version of an article. I don't have to publish the article directly I do not lose my work when Insided system has a bug (which happens too often unfortunately🙄) or when I accidentally close my browser (which happens too often unfortunately😅) Sounds like basic functionality to me. Vote if you agree.

Some of our customers do not want to review the success plan via a link or snapshot; they prefer to review the success plan via an excel sheet. Is there any possibility of adding the functionality to export Success Plans to an excel sheet? In addition, my team is finding it very difficult to use the description box within the tasks because they have to scroll through to review all the comments. My team uses the description box on individual tasks to make updates on the progress since there is no timeline feature on the task level (only objective level). Is it possible to have the description box as a pop out so they can see large volume of text? Lastly, my team would love to see the timeline details associates with objectives in a success plan included in snapshot and link sharing (as well as excel if that idea makes the cut). Right now, my team is updating timeline on each objective but it is not currently being exported on the snapshot nor included in the li

Every customer I have had, I have to go and create the report builder tab (instead of going via Admin > Report Builder). Is there a reason why this tab is not available OOB?

When using Global Filters on dashboards, (one or two) it seems that a lot of UI real estate is blank/lost to the right and above. THe siggestiong would be a dynamic space for the Dashboard selection drop-down and Global filter components to expand/contract. I would upload a picture but everything I am attempting (33k.png.jpg.jpg) is failing for some reason

Is there a way that when a task that's under a CTA is completed- that we can auto mark the CTA as "in progress," instead of "new?"

Working with a few customers we have discovered that custom fields can only be associated to one currency type. The best example of this is a customer that has multi currency enabled in their org and they need the field to show 4 different currencies: 1. USD - Dollar 2. EUR - Euro 3. GBP - British pound 4. JPY - Japanese yen currently you can only have one for a field in Gainsight, but we would like the ability for a field on any object to look back at the account and see what the currency type is and display converted. The only way to do this would be to create a custom field for the specific currency and have it use a formula to calculate.

It's great that I can now delete records from the Company object, so thank you for that. But.... It's a little painful. 1,  I have to select the check box next to each record.   I was hoping I could apply a filter and check the "all records" box in the upper left corner and it would delete all of them.  It doesn't.  It selects all 50 records on that page, but then I have to manually click to move to the next page, and click the "all records" on that page as well....and so on.   So it takes a lot of effort if I want to delete company records "in bulk" 2.  It's sloooooow.   I selected approximately 200 records 60 minutes ago, and the Total Record Count is STILL decrementing.  I realize it says in the pop-up "The delete process may take some

It would be great to customize your logic when using the "create CTA once in X days" option. Right now it says it uses Account ID + Rule ID + Action ID. However, I think it should use CTA name at minimum so it can handle tokenized information. But it would be even more valuable to pick what fields (i.e. type, reason, name, etc) factor into it. Right now there isn't a clean way to handle this unless you are using linked objects but that doesn't always make sense depending on the CTA you are trying to create.

Once you add a lot of fields to a Data Space, it's a bit painful to have to scroll back through the list in order to search for fields in the Data Space builder. Would be very helpful to add search and sort functionality to the Data Space builder. Specifcally in the list of fields already added to the data space.

Hi everyone, I think the Recommended section is a wonderful addition to the inSided platform, great job 🙂 Is there an option to add a border around this section to make it stand out more? Thanks again. Sam (Edit: apologies, I realise that I should have selected this as a Question topic)

A customer asked the following: When I making an update in the 360 Timeline and create a task, why does it need to be an activity type CTA (or any static type depending on what you choose in the screen below). Can I chose what type of CTA should it be dynamically - can be an OPP, Risk or Activity, depending on the context? So, if I have a bad convo with a customer, while I am updating the Timeline 360, I also create a risk CTA? And when I see an opp to upsell a product or a service, I create an opp CTA from my timeline update?

Our team would love to be able to @mention themselves in timeline. The main reason for this is that not everyone who needs a copy of the notes are Gainsight users. So if the activity author could self @mention they could get the ability to forward the email. Another option would be for someone to be able to email an activity to themselves.

My client would like notes captured during Click to Call sessions transferred to Timeline entries in fewer steps than are required to copy/paste between the two products areas.