Archived ideas

I’ve been asked a few times if there’s a way to freeze more than just the first column in reports and I’m not seeing how to do that. I can see the option to freeze one but not more than that. This seems like it could be a pretty simple upgrade if there isn’t a way to do it. If there is already a way, can someone let me know please? TIA!

We are using Gainsight and Hubspot and we want to create Persons as well in Gainsight and sync them in Hubspot AND our sales team are creating Persons in Hubspot and we need to have them sync in Gainsight (this way is working so far). Is there anyone already doing it both ways ? Thanks for advice !

It would be great if the email reports I’ve configured for my profile came with an attached CSV of the report, rather than just a link to the report. I can see that the current process of emailing a link is helpful for reports you run sporadically, because otherwise you might forget to run them, but I’m creating the same reports every week which need to be shared in my organisation so I was hoping that the email would include the CSV export of the report, not just a notification that I can sign in and view the report to the export it myself. As the email reports stand they’re not actionable for me, because they provide no benefit above just having the custom reports at my disposal in PX when I choose to access them.  

One of the most common requests from our CSMs is to enable People Maps at the relationship level, not just the company level. There are several reasons for this given the size of the organizations and complexity of the organizations we serve. The relationship model does a good job in helping us understand those relationships much better, but the short coming of People Maps not extending into Relationships makes it difficult to visualize in terms of decision makers and influencers at the relationship level.I envisage it like this. A CSM would build their People Map at one of their relationships. It would be nice if that People Map were also available at the C360 level to enfold into any Organization Maps that exist. Or as an alternative, leave it as a listed People Map at the company level. There could be many of these.

A recent use case has come to my attention where it would be beneficial to have the option to link objects to email tasks. As an example if an email task is relevant to a support case it would be helpful if we could link that email to the appropriate support case. 

Hi TeamWhile Sending the welcome emails to customer we want to introduce them to there respective account representatives and want to send the Salesforce Profile Picture of these representatives with the Welcome email. While JO email templates are highly tokenized I don't see an Option to do this with Images.Anyone has any idea how this can be achieved?

We have an operational requirement; where we need to give users the ability to add / modify certain community post tags after sometimes; ingoing through a verification process flow. Those Tags cannot be added at the same time of creating a post/topic or within an hour. So we need the ability for users to be able to add or modify tags after even days. This is an urgent requirement. Hence appreciate if users could have an ability to modify tags even after some time (at least the post created user).Thanks & Best Regards,Yasas

To align with the functionality of other C360 widgets, the survey module should also offer a rollup of all surveys sent on the relationships within that company, not just company level surveys.

As an Admin, I would like visibility into when a field was added and who added it, in Data Management. I would like these as additional columns here:that I can select and sort by, and include in exports. This will allow me to quickly find recently added fields, or find fields added by a specific person. Yes, I did see this post already  and while you can go to an overall Data Management feed, I’m specifically looking for having this information available at the object level so that you can view it while in the object itself in data management, as well as export it from there.

Enhancement request for using the Gainsight Zendesk support portal for submitting tickets for PX.https://gainsight.zendesk.com/hc/en-usThe support case portal does not have Gainsight PX feature selection under the "I need help with" section. Making it difficult to submit support tickets and know they are getting routed to the right support team.Since this is the portal that I use to see existing tickets it would seem logical that I could submit PX support cases through it. Yet today Support’s advised method is to submit via in-app dialogue. I will say that this in-app dialogue is very limiting as I can not continue to navigate the product, take screenshots or attach a screenshot. Simplest resolution is to add the issue categories to the full zendesk website ticket submission page Dileep Nalla

Is there a way to submit an idea enhancement on behalf of another user? Right now we take in data from the idea enhancements via Salesforce integration.In our desired workflow, clients will let our Project Managers know issues/requests, and in some instances, our PMs would like the ability to submit those ideas for them to help remove a barrier for customers.

Currently if you make a field required, the create form does not indicate if the field is required and upon save does not provide an error message. Instead it just says “Invalid Payload” 

We need to be able to create custom fields on the Leads object in order to use it well. We have specific things we need to include (product, type, and other customer fields we require). The current setup is so limited in what the CSM can input that it is not useful in the current state

Hi Team,Customer is using Parent& child model and only childs will have relationships. When they are logging timeline entries under Relationship, it is directly logging under Child company, not on the Parent company.Tried this scenario in local, could see same behaviour.As a workaround, we have suggested to use Associated records option (Associate both Parent company and Relationship at Child company), but as it needs to do manually, customer is looking to show the entries automatically in the way Relationship entries logging automatically under child company.Tenant name - PTCTenant ID - 6d8f51ab-9976-47a8-8fa4-cf1ff99e416b

We recently had Gong calls not being synced in GS due to a bug. We did not have visibility into the issue for 4 days until a user noticed it and reported it.  GS should offer better logging and notification for failed syncs on GS connector sync jobs as admin capabilities. Without this notification/altering capability the integration feels half baked.  

I would like a way when sharing a success plan to completely prevent the customer from seeing the Comment feature.  

People Map: The NOTES field is only available when selecting INFLUENCER. However, that sentiment would also be important to be recorded for direct reports and managers.The ask here would be to add the same facility to verticals as are available to Influencers. Make those available to every person, meaning each direct report has those as well as the manager. That way we would get visibility of whom in a team we should contact. It might also be the easiest way to implement it, as it will be the same for everybody.

When there are multiple end users in a meeting, they would like to be able to simultaneously have multiple users inside of a Timeline Activity making changes to the notes while in the same meeting. Similar to a shared Google Doc or Microsoft file where multiple users can be editing it at the same time.

Hi team, I heard that currently we don’t have Segment connector in the US2 region. Our team implements quite a few customers that utilize the Segment connector. It would be greatly appreciated if we prioritize this request. Best,Nick

I’m really excited to figure out how Customer Goals can help us. One thing I wish was different was the progress bar when using a Success Plan. Today the progress bar seems to be binary, it’s either open or close. I would have expected it to be a progress bar of the percentage of objectives completed. You also can’t associate Objective CTAs (that I could see), so if I wanted to use this I would kind of have to abandon Success Plans as project management tool. 

Hi Gainsight Community, As the “Used In” field in Report Builder is set now, it will only show what Dashboards the Report is being used on. (Current Support Documentation)It would be beneficial to allow this field to also show if the Report is being used on a C360 Layout. This will allow admins to see for sure that the Report is being used before deleting it to clean up unused Reports.

We use Journey Orchestrator a lot, so much so, that we have “templates” that we use for our more regular/generic email sends.  I was building a special campaign today, and it hit me that there were some datasets that I rebuild a lot.  Often times I realize I need it after I’ve started building the program, so cloning an older program won’t help. Idea:  Once you build a dataset, have the ability to save it for future programs.  Then, if you realize “oh i need this scorecard dataset for this program” you can just go in, select and it, and boom, it’s built!  Think of it like the question back for surveys.  I imagine it would be a HUGE time saver for so many people.  Even Better Idea:  The ability to save chained datasets into a template.  So two primary datasets and a marge could be a template.   

Hi everyone,We would like to have a similar option to exporting all users’ attributes from Audience Explorer in PX - i.e. we would like to be able to export all the events (and the number of times they were triggered) per each user. I can imagine getting a table in which:the first row would contain names of the (triggered) events the first column would contain UserIds in the rest of the table we would have numbers describing how many times User X triggered the Event Y in the specified time periodI would also suggest to implement it in a way that PX users (we) need to specify the exact module containing the events which are of interest - in order to allow us to choose the events, but at the same time to limit the number of events. In that way, you could probably avoid generating huge calculations, exports or having processing issues.Example of a basic use case:

Email performance analytics shares delivery, open, click, and unsubscribe counts, as well as drill down reports to identify the users in each action group: The request is to include bounces in this reporting as well. A bounces drill down report would allow admins to resolve deliverability issues, and improve email engagement performance

It would be great if the analytics dashboard would should monthly and daily average users. I don’t want to connect my CRM - I just want to know from the Community Dashboard, on average what are daily vs monthly user# are. Thanks!