Archived ideas

In C360, when using the "Wrap line" feature, it does not work on a single word that's longer the the column width.  For example, if an email address is longer than can be shown, clicking "wrap line" doesn't work (because the email address is one word) Can we look into making it work 

Currently we list our rules based on Name,Type,Action,Created by,Last modified by,Source Object. Can we have couple of more categories i.e. Target Object (this would be helpful), We don't have any category for rules related to relationship. Currently we need to search manually or assume based on the rule name

In data space, while traversing from one object to another we display the lookup field names but not the base object names.Can we also display base object names for a better understanding. I have attached sample example in screenshot In filter condition, currently we support only 'AND' condition. Can we also have 'OR' criteria to be added as well.

When adding tasks to CTA it would be great to have an option to "save and add another". Ideally, this button would save your current task and pop up a new window associated with the same CTA and allow you to add another task quickly. This will save the user from having to go back to the cockpit view and then having to navigate to add a new task for the remaining tasks they wish to add.  Just an idea- I have used my poor screen shot skills to show what it could look it below.

We've created a Customers Tab view for the CSM Managers to view all their customers at once, so they need to scroll to be able to see all the accounts. Manager requested the ability to freeze the top line similar to what's available in Reporting.

I use timeline to take notes live while talking to customers.  In some instances, I'd like to share the screen and take notes when the customer watches the screen.  To do that, it'll be great if I can maximize the "drafts" view while taking notes, so it takes the whole screen. This will help as sometimes I wouldn't want the screen to show previous notes / activities while I'm taking notes. 

Customer would like the ability to be able to configure field options for certain fields on the customers tab.  For example, they have 3 fields that are currency fields but the values very large, ranging into the millions. The values currently show something like $202730.04. Customer would like the ability to remove the cents as it really isn't important. Also, can we add comma's in? Customer would like to see this $202,730. 

Currently the cockpit is limited to displaying 1000 open CTAs or 100 cosed CTAs regardless of the Advanced Filters applied. This makes the cockpit view of interactions misleading for our managers as they apply Advanced Filters for their Region and then modify the owner to All Owners. They do this to get a wholistic view of their team's interactions. Many closed CTAs are not displaying due to the 100 Closed CTA limit. Although they can continue to apply Advanced Filters to eventually find specific interactions, most of the time  managers do not know enough detail to be able to continue applying filters. They use the Cockpit as a view of their team's CTAs and it's not reliable for them given the current limits. 

When creating a Followup to an Outreach, the Followup Powerlist defaults to "Email Field". PLEASE make this default to "Contact Field." Here is why: When doing Followups for surveys to increase survey responses, using Email Field in the followup list defaults the responders email to "Display Name" in the Survey Participant Object instead of "Email." This creates issues when trying to send emails to the customer depending on how they respond. Unfortunately, you don't realize this is a problem until after you've done this.  To fix the issue I though I could run a rule to write the "Display Name" containing "@" to the email field. However, it appears the "Survey Participant Object" is not an object you can write to via a rule.

When creating CTAs from surveys, each CTA is titled "Call to Action on Survey." We would like to be able to change the title of the CTA so our team can look at them to determine by looking at the CTA title what they need to do.  Right now to signify a CTA was created from a detractor response we have to mark the Type as Risk and the Priority of Code Red to help the team know they need to followup. It would be great to be able to make the title "Detractor Followup"

When creating a report it is frustrating when I have to use multiple filters and an "OR" function for record type fields, ie case object the record type can be "incident", "work order", or "service request". It would be nice to simply be able to select each of these in one filter just like you can in SF on reporting "Record Type = Incident, Work Order, Service Request"

At the top right of the C360, there is an export option "Customer 360." Right now the only option is for this report in PDF. It would be nice if we could choose something other than a PDF so we could edit it after export. 

When a powerlist fails, there are currently two options for who will get the failure email. 1)  If it fails on a scheduled run, the user who created the powerlist will get the failure email. 2)  If it fails on a manual run, the logged in user that initiates the manual run gets the failure email. My question is, is there any plan to give an option to tell the system who to send failure emails to?   We are imagining something similar to the way we do this in the rules engine, where I can say "Send email on Failure" to whatever email I enter in the text box, no matter who created the rule. The reasoning behind this is that sometimes a user will create a powerlist and then move to another team that no longer handles Gainsight.  That user will still be getting the powerlist failure emails, but may not notify the existing Gainsight team, which can leave a powerlist failing for weeks without anyone noticing. 

I have been talking with a customer who would find it very helpful if the question response charts and tables could also be exported.

Copied from Chatter:  "  For CQ RollCall they were asking if the Account Widget would display the Relationships Section. I went to C360 Sections under administration and found out that I was not able to added it to the Account Widget. Is there a workaround for now? It sounds pretty important to them.    There was also an ask to be able to modify the order of reports that are stacked within a section on the R360 View. Right now I could work around this by making certain reports first unless there is a better way.  " Posted in Community as feature request.   Kevin

We recently had several suggestions come in with regards to the S3 connector: 1) Duplicate key values should not be loaded into MDA object for S3 Upsert loads - when the records are present in the same file.  2) Null values should not be allowed for key values used in S3 project.  I think that the second one in particular would be an excellent feature to help ensure record completion during data uploads. 

Hi team, It might make for a click-saving use case if there was an option to select a default option when changing the due date of a CTA and how it impacts the corresponding tasks. For example, if, by default, you'd like to never adjust open task due dates based on the new CTA due date, we can have a default option that would select "No" when the prompt below appears: Perhaps even on a playbook by playbook basis where end users can configure a default response to the above prompt within the playbook configuration. Would there be any limitations or drawbacks to this? Thanks!

The new email assist feature is great. The team has been starting to use it and the general reply has been "Cool! That's easy!" The frustration is that I can't set it to have the expected contact preset in the CTA. I frequently know who they're supposed to contact for the outreach, but I have to put that contact's name into the comments field an have the user copy and paste that into the "to" line when reviewing the email. The ability to relate CTAs to other objects already exists. We just need this to be a) enabled in the rules engine and b) accessed by Email tasks.

Would be great to have an option next to each customer in the list to add a CTA (similar to the add CTA from the Cockpit). If you have a customers who have similar company names, it's hard to find the right one, and you can click to the Customer from the list, but that's one more step than from the Cockpit.

Is the ability to use Smartsigns with MDA data on the product roadmap? As I understand it currently, Smartsigns is limited to the Usage Data object.

Hi all, While some users may be limited with their assigned license, it may be beneficial for them to still receive updates on their customers though they are currently unable to if they have a limited license. Are there any drawbacks to adding a "Follow" button, similar to the Customers tab, into the Account Widget so that users can follow customers, regardless of their licensing restrictions? Thanks! Josh

I have gotten a few requests to be able to fire off a survey when an event happens in SFDC.  Example Use Case: Customer is using a survey tool that fires off a survey via SFDC when a case is closed. They want to replace this tool with Gainsight Surveys.  In analyzing the previous tools results, their customers are most likely to fill out the survey within a matter of minutes... likely because the support experience is fresh in their mines. They are using the SFDC case object to store this information.

We had some great discussion with product and engineering on this topic but wanted to solicit some feedback from a larger group. I believe that we have a great opportunity to expand the audience for vault beyond Admins. Managers, Decision Makers, VP of CS, Renewals Managers should be included in our target market to consume vault first hand. Few ideas generated around this... make vault visible and accessible outside of the Administration Tab in Gainsight or even outside Gainsight completely. From Gainsight.com? or Community? Could use this to excite prospects and drive leads! Make assets groupable into flows ("collections"?) to match the way managers, sponsors, leaders think about business and process. Make sure our product marketing is geared towards decision makers and thinkers, not only admins and "doers". Make sure that every key feature release is partnered with key vault assets to be up and running on Day 1. "Advanced Outr

I think that the ability to completely hide completed tasks from the "My CTA" view in the cockpit would be a valuable feature. Have we considered this feature at the user level? So each CSM could configure this option themselves. 

The Agreement is already listed and paired within the Agreement Information section, but it doesn't appear as a clickable link. It would be extremely useful if this was a hyperlink.