Archived ideas

Right now, there is no way to send reports via Advanced outreach without an account id or contact id filter on each report. Is it on the roadmap to support this? In my testing, even when using a user power list or bionic query on the user object, my report emails couldn't be saved without the account filter.

I am LOVING the Timeline function to create a follow-up task. It's super handy as a leader to be able to delegate tasks to users. That said, I am almost always designating a task for the CSM. I am able to assign that specific task to them when making it. However, when I go to the CTA after logging to Timeline, I still own the CTA. Sure, the CSM owns the task, but I own the CTA. I'd love the ability to select the CTA owner just like we do the Task owner.

Hi everyone, I ran into an issue with the mass edit tool when trying to mass edit CTAs. In Administration > Calls to action I have added a closed status for the "activity" CTA Type. In the Mass Edit tool when I filter down to a specific type of CTA (without a CTA Type = Activity) I cannot select the status even though the CTA type is only Activity. However when I add "CTA Type = Activity" to the filters it does work and I can see my "Test 4 Community" status. I understand why you would want this but at the same time if the Mass Edit tool could realize that Activity was the only CTA type available and then I could Assign that status to it that would be great! See attached.gif :)

Currently, when you create an Email Template, the first variant becomes the Default. There is no way to change this or remove this variant from the Email Template. I would like the ability to choose a different Variant to use as Default. The use case is that as our outreach conditions evolve we may have to use a different existing Variant to act as Default and the only ways to address this are either to create a new (not clone) Email Template and recreate variants starting with the new Default OR to update the filtering criteria within the Outreach or Program. Another use case would be cloning an existing Email Template but wanting to use a different existing variant as default as cloning currently inherits all variant characteristics of the source template.

I have been building a set of reports for some new dashboards. They're based on timeline data and are (frankly!) awesome! I wanted to exclude some individuals and teams from the report, including the people who reported to me. So I added a filter for "Manager !=" and wanted to select myself. But the only way to do that is to say "Current User." Report looks great, save, publish... Except when one of the team managers goes to the dashboard none of their CSMs are showing up. After much head-scratching, it's because the "Manger != Current User" filter is eliminating the exact people they're looking to see! The solution to this is that I have had someone else edit that report and change that filter to "Other User = Jeffrey Coleman", which then applies correctly no matter who runs it. Suggestion: Don't filter the "Other User" list to exclude the "Current User".

We create CTAs as part of a Program through the Journey Orchestrator. Due to a role adjustment, we need to switch the person who is assigned as the default owner for the CTA. However, we are only able to do this by deactivating the program and starting over. It would be super helpful if we could adjust the default owner for the CTA without needing to start a completely new program.

Request to provide an option to edit Customer360 summaries from a dashboard. There was an option to edit C360 summaries in UI view. But as UI views are getting deprecated soon by this year end. this is the request to provide an option edit C360 summaries from a dashboard.

1) GAINSIGHT NAVIGATION: Is there a way to control whether clicking on a specific link, by default, opens in a new tab vs. within the same window? 2) SUCCESS PLAN OBJECTIVES: Is there a way to assign additional CTA Types to Success Plan Objectives rather than just "Objective"? We have a requirement where we need to show different CTA Layouts within the Success Plan Objectives section. 3) SUCCESS PLAN GANTT CHART: The Gantt Chart in Success Plan currently uses the CTA/Task "Created Date" as the left bound. Are there plans to introduce a "Start Date" concept and use that as the left bound instead? The issue is that Success Plan Objectives are usually created ahead of time, but may not actually Start until later on. 4) REPORT PAGINATION: For custom reports in report builder, is there a way to control the number of rows that show up in a single pagination? For example, if the report has thousands of rows, can we make it show 100 rows per page instead of 20?

To streamline testing of advanced outreach query builders, it would be helpful to choose the run as of date, just like rules. When you don't have this, you have to go into specific tasks and change your date ranges to find records to test.

Hello all, Recently we discovered that our admin users were suddenly capable of putting a topic on their name. Now this works nice if you don't want to switch roles, however, if you have a lot of admins and moderators (like in our case) you get a pretty long list when moderating. Now in itself this does not have to be a problem, but admins are rated higher in the list than mods. So when moderating, a moderator would first have to scroll down through all the admins to see his/her name. To me, admins only occasionally pick up a topic and moderators (its in the name) pick up the majority. So that means that moderators should be on the top of the list when assigning someone to a topic. Unless you want to make all the mods admins, but then why should 'moderator' be a rank on its own? In any case, we would like to see admins get rated below mods in the topic assign list to keep both the function and the

In the file that gets sent after an outreach execution, any skipped emails will be shown in the Failed Records tab with a reason that relates to their first failure. So if an email gets skipped due to hard bouncing prior, the reason for failure will be "Email bounced or rejected". I think it should clearly indicate that this email was skipped and not actually failed on this execution. My idea would be to have a skipped reason column in this file.

I have found an issue for users on Windows downloading the rule results file. The system does not allow csv.gz files to be opened and Winzip is iffy with it. I have found that 7zip works but I think it would be a huge help to be able to configure how you are exporting and into what format.

Hi all - It would be great if the Config Snapshot included Dashboards and which reports/global filters were available on that dashboard. Today, I accidentally deleted a dashboard and have no idea 1) how I accidentally did that or 2) what reports were on that dashboard. If the reports were available by Dashboard on the config snapshot, it would make it a lot easier to recreate after an accidentally deletion or for auditing purposes (ie when you make a slight tweak to a filter on a report and now have to reapply it to all dashboards.) Thanks, Logan

Hey guys I have been speaking with a customer who would like to see users receive an email to notify when the due date for a CTA/task has arrived. We currently do have the ability to send notification when one is assigned but do we see it being possible to create notifications on due dates?

A customer contacted me via ticket 28381 regarding an issue that he was having with one of his S3 jobs creating duplicate entries of selected key fields upon ingest. He wanted to see if there was a way within Gainsight to remove these entries by default within Gainsight.  Here is the initial description of the issue per the customer: [i]I'm working with the S3 connectors, and for each ingest job, there is a section that says: "Select key fields to identify unique records".  [i]With the data that I have getting exported into the S3 bucket that Gainsight pulls to ingest, I have some duplicates, so I don't want those getting written as new rows in the upsert to the MDA. [i]With the "Select key fields to identify unique records" function, I was hoping these fields would essentially combine to create a composite unique key (I h

I know the limits for timeline attachments exist for a reason, but I've gotten feedback from my team that they'd love a way to attach call recordings to Timeline Activities

Upsert is very upsetting. Upsert doesn't work if there are duplicates in the file.

We're using Gsnaps for some of our outreaches. It's really annoying when the Gnap expires and we don't find out until a client reports it to us...  It would be fantastic to create Gsnaps without an expiration date so we can keep our Gsnaps on our outreaches and not worry about it breaking.

Would it be possible to add 'text color' as one of the rich text capabilities in a timeline entry like you have in the rich text fields in success plans?

I have a customer that often finds themselves needing to be able to resend a survey to a customer. They would like to be able to find a unique survey link and resend to that customer. Currently there is no way to one off send to a specific customer with the same survey code without it being automated in the Advanced Outreach.

Is there any way that we can allow for more than 10 Activity Types? Since I can't delete the non-specific ones like 'Email', 'Call', 'Meeting' and they count towards the quota limit. This means that I am limited in the amount of custom TL Activity Types that I can create. Not sure why there is a limit?  But it would be very helpful to increase this quota since we like to report on what our CSMs are actually doing and some of these Types hinder this. We would like to be able to differentiate between some types of Calls/Emails etc. If the quota was increased or if there was none, that would be helpful. I want the Timeline feature to be robust and this doesn't allow us to get specific enough. Having distinct Types will make it easier to filter through and report on said activities.  I did see another post regarding Activity types but it referred to being able to customize them. I think it might have been posted before this feature enhancement was pushed

I wasn't able to find another Community post regarding this so thought I would post this as an Idea.  A few of our CSMs have complained that when they log a Timeline Activity, link an "External Attendee" to the activity, and then create a follow up Task from that Timeline post. That the newly generated CTA in Cockpit does not automatically sync the External Attendee from Timeline to the 'Contacts' in the CTA detail window of Cockpit This would greatly speed up CSM workflow as they don't have to immediately go into Cockpit to sync the contact, which they just did when creating the Timeline Activity. Especially if they do not get to that new CTA for a couple of days and by then might have forgotten which contact this was associated with.  I know that some of the times, the linked contact in the Timeline Activity might not be the same contact for the follow up task. But, more often than not, the follow up task is usually related to the cont

I am assuming we are using the same framework for the Advanced Outreach Query builder that is being used for Bionic Rules, it would be nice if we could create a query for AO by selecting a Bionic Rule. I have a few scenarios where I'm creating an AO  and a CTA with the exact same data set. It would be nice to copy the data set from the Bionic Rule to save time.

Hey Guys, I have been speaking with a customer who would like the ability to flip the order of a pivoted table. Do we see this happening in the future? For example, I would like to have 6/1/18 on the most left side, followed with 5/1/18, etc

Hi, Is it possible to automatically grant a custom role basing on an email mask just at the moment of registration. Supposed case: We want to set "Employee" custom role for everyone who registers with our corporate email. It has a domain part @kaspersky.com . So we would like to realize the following scenario: An employee are registering. Platform check his email. If it is similar to the mask *@kaspersky.com the platform automatically grants him the "Employee" custom role. Then he/she automatically is granted an "Employee" rank (I adjusted this already) basing on his custom role. Then he/she receives welcome PM with some useful links including an Employee guide on working within the community. Of course, community managers can grant the custom role manually but it's much better to let the platform do it automatically. Sure you realize that managers may sleep sometimes 🙂