Archived ideas

testing if this turns into a discussion

For Engagement Localization, we would like event analytics to understand not just:What was the users language when an engagement fired, but What language did the engagement present when the engagement fired.I would also like this data associated with the engagement analytics. I don’t know that it’s enough to look at Query Builder Engagement view by user language.  Is this available in PX and I just haven’t found it yet?How are other people solving this? 

Since realizing engagements (surveys included) within PX can be launched by Query Parameters (<url>?key=value&key2=value2), i’ve found this as an effective way to drop in hyperlinks and custom buttons to launch between engagements (such as chaining engagements back-to-back in a series).   That said, I’d like to see the ability for PX surveys to capture additional query parameters (preferably by defining the extra/valid parameters when creating the survey).   I’d like to use this functionality specifically in the following way:Feedback mechanism for In-App Guides (many-to-1):   Include a link or custom button to launch the boolean survey (?guide=survey1) but be able to extend this by adding an additional hidden field to the survey (such as ?guide=survey1&previous=cookiesguide1) which tells me which guide triggered the survey.   This way I don’t need feedback surveys 1:1 for our 100+ guides. Capturing consistent feedback in-app unrelated to guides (say CES or Boolean), but

Every time a filter is changed on the dashboard, we get the message - You have made some modifications to the dashboard. Do you want us to remember them? While it may be convenient for one off changes, sometimes people are navigating around the filters and would not like to be prompted every time they change a value. There should be an option to turn off the message.

This is admittedly a pretty niche idea but I thought I’d throw it out there. Have you ever been working in a rule and you have a LOT of fields in the Show Me section and you make an oopsie and toss something in to Group By? Surprise, all of the fields in Show Me now have an aggregation applied! If you remove the Group By field, you still need to manually reset the aggregation on all of your Show Me fields which is painful. This happens to me more than I’d like to admit in Transform steps because Group By is between Show Me and the Filters section and I have bad aim.  It would be super convenient if there were a way to retain all fields in Show Me, but reset (remove) the aggregation quickly. Maybe a single “reset aggregation” button somewhere, or just a quicker click-path to removing the aggregation on a single entry, either way would be awesome. 

our CSMs would love the ability to have the system make available “distro lists” of the People Maps they have created. Whoever they put on their People Maps for each organization reflects the contacts they speak to the most, and what they are involved in, whether it is an expansion or a renewal conversation.  Per each People Map, it would be cool to have some kind of button that says “Email this Map” and automatically copy all the email addresses so they can paste it into an outlook email, gmail, wherever.. 

When creating a recurring CTA, could there be an option that the future required CTAs are only created/visible based on the recurrence date sequence entered?E.g. today, if you create a recurring CTA and select that they are required weekly over a period of 30 days all the 4 CTAs are created immediately Could there be an option where the CTAs are only created once they reach the requested time stamp e.g. 1st CTA created 7th-Mar, 2nd CTA 14th March, 3rd CTA 21st March, 4th on the 28th MarchThanks!  

We recently switched to the new C360. The CSM Summary tab in the Gainsight Widget in Zendesk now looks strange and is only showing 3 data points straight away (see screenshot attached). I’d recommend adjusting the widget sizes so it displays useful information without scrolling down.

Is there a way to limit the licenses for customers in User Management? I do see a common use case around GS license deployment with my customers. We do not have any mechanism to restrict the customers from deploying licenses more than they have purchased. Few of the customers bought viewer licenses but deployed them as full licenses for a significant amount of time until we checked. It would be good to have a check/pop up displayed when they exceed the number of licenses they deploy and if possible - by type. 

There is a limit to the # of custom attributes we can have in Gainsight PX. However, we do need to collect information to improve our user experience. PX already collects information such as Inferred Location, etc., but does not include Inferred Language or Language Preference as a built-in attribute. I believe that language preference is vital to know for many companies that create engagements and seek to report on user behavior in PX. Due to this, Inferred Language and/or Language Preference should be available as a built-in attribute in PX.

Per the new Horizon Update for Attribute feature you can now edit searchability within the C360 layout:However for low volume object that are editable we are still unable to searches within the user object or person object. Can you please help us figure out why search-ability is not possible for low-volume objects. @pgeorge @sai_ram @ayates  Use case: Account Team low volume object to be able to do manual assignments for CSMs, Success executives, professional services, Technical account managers, ETC. This is our current view for add new records within low volume in the new horizon. We would like to search for an email address within user object for this field. 

Hello team, I just noticed this and not sure if this has always been this way. Created by and Modified by field are not look up fields? why? If wanted to grab data for the user profile like email or name or manager’s name it become impossible. We had to create a duplicate field and run a rule to input into a custom field so that we can have a look up.Can this be a permanent change to the system fields to look up to user object for all create by and modified by? Best Regards, Darshana shah

I think a good engine of how restricting permissions to features should be done is the way C360 layouts are assigned. It allows flexibility to limit both on the Currently Logged-in user, but also on Company fields.It’s important that Success Snapshots have the same features. Filtering by industry, customer type, customer lifecycle stage or any other custom field - all of these things would allow showing only the most relevant snapshot templates in the export selection. As it stands, unless you want to limit to user groups, which is not a good way to do it on a large scale, you have to show all templates on all accounts.  

Managing sponsor tracking on a per-customer basis is not scalable for my SMB customer success team. It takes dozens and dozens of clicks to navigate to each C360, into the contact section, to the sponsor tracking section, etc., to enable and accept matches for each individual contact. We have built reports to allow us to see which customers have contacts that are not yet being tracked, but this does not reduce the manual toil to enable tracking for each of them.We need functionality to be able to manage sponsor tracking in a central location across our entire portfolio rather than within C360 on a per-customer basis.

When viewing reports in C360 there is this amazing checkbox “Show data from all children”, which aggregates the report to include not only the data from the account itself, but also from all children accounts below it.It would be very beneficial to have this feature when configuring reports in a Success Snapshot. In our case, there are a lot of times when users would like to bring their snapshots to an important QBR where relevant information may be not only on the entity itself, but also its children.If we had such a checkbox we could make two templates - one with it unchecked on all reports, and one with it checked. Users could then choose what kind of data scope do they want. Alternatively, maybe this checkbox could be on the export popup itself, instead of the config.If there’s an argument to be made for data sensitivity between different accounts I would say it could honor Data Permissions that are already set.

Hi Team,Customer have a dashboard with several widget reports next to each other. So customer want font of the all widgets in the same size.Customer saying It doesn't look good and cannot be displayed to management when each font is in a different size.Attaching screenshot for your reference.Tenant ID - 11bc1a71-d3a6-44a8-a16d-b2babf4d5fd2Tenant Name - Checkmarx 

Greetings!In Analytics, the date range for reports is visually limited to the current date or earlier, but users are still able to manually enter a future date without receiving an error message. https://share.getcloudapp.com/DOul0E2L .The suggestion from a customer is to display an error message similar to the one shown in the engagement schedule when a past date is selected, to alert the user that a future date is not a valid selection. Image for reference:  https://share.getcloudapp.com/5zuj6KYZThank you!

When you use a Preconfigured Section in the new C360 layout, and add that section to various layout(s), then change the name of the Preconfigured Section, the name change is not cascaded to the section in each layout where it is used and instead retains the old name of the Preconfigured Section. This means you need to go into each layout where the section is used and update the name individually.I would like to see a name change of a preconfigured section cascade to the layouts where the section is used.

I think it’d be an immense time saver to have the ability to click a button that selects all available fields for a report and pushes them to the “Show Me” box. This feature should be available for any area of the UI where fields are available for reporting: Report Builder, Data Designer (Explore Section), Rules, etc. The current method for adding fields to the Show Me section is good if you only have a handful of fields you want to see, but any time there’s a need for 10+ fields, the number of clicks required just to see data starts to get out of hand. The same goes for building rules. Say I want to add a Transform to the end of a rule that has a large number of fields. Rather than clicking one button that would copy/paste all available fields into the Show Me section (and delete the one or two I don’t need), I’d have to click and drag each field over one at a time. 

Is there any thought to adding other data types to the attribute sections, specifically like dropdown lists? It would make filtering easier.

This is something I find really overwhelmingly frustrating, but I position fields in my attributes boxes on the C360 so that they appear in a specific order. However, when I work on my laptop, I keep my window zoomed out to 70%-80% and everything changes position, making it harder to use & less intuitive in terms of the flow of the fields.I’d love it if fields would lock into place on page layouts, regardless of the zoom/window size (within reason - thinking how in Salesforce for example you have 2 columns to populate fields or so and they stay in-place until your window is ½ size or so)

My use case would apply to Administrator roles; I would not want this in my community to apply to all members (maybe superusers).My request is to have the ability on an image in a post to tag community members, and specifically just for administrator roles, the ability to tag several community members in one image.Use Case:  Long story but I’m doing a weekly post that summarizes the news of the community, highlighted activity and a new segment that is an explicit welcome to the new members in the community. I have been mentioning them all by name (between 50 and 200 users per time) but it looks “Spammy” so what my thought is if I made a welcome to who’s new; and tag them in the image - it comes out cleaner and not so spammy - and makes it a bit harder to have other users potentially get spammy with the others. Example:  This week I had +82 members, and I’d like to tag them all in this graphic vs. have 82 mentions:  Handling:  I would like the users who are tagged to also get a notifica

We get the “Live Data” button when mocking up/editing dashboards, and also when we are working on configuring GS Home….but not on the new C360 layout builder. Strange. Would love to see this available in that feature as well!

Currently in Success Plan templates when you create or edit an existing template, you can assign to all success plan types, or a single success plan type.  It would be helpful if you could assign this to multiple success plan types (multi select) instead of all. 

I love comments in GS and in the Success Plans but its easy for me to lose sight of what I have commented on if I dont get a reply. I would love a hub/chat function that was organized by User and maybe by different types of of comments:Adoption Risk Timeline Comments  It would also be helpful if there was a “read” functionality so we could see and confirm the person tagged read the comment.