Archived ideas

It would be fantastic to have an option for list view for JO templates, powerlists, etc. The tile format makes it very cumbersome when many templates / lists are built.

Has anyone found a solution for seeing and reading 8+ column headings in your dashboard simultaneously? 1. Header names only work well if super short - otherwise you cannot read everything. There is no option to wrap around text. You have to manually adjust each column separately but there is no way to manually adjust them all so that you can read the whole column header for each column simultaneously. 2. There is no horizontal scroll. So if you have more than 8+ columns, some of them can disappear on the right and you are not able to see them unless you minimize the columns to be super narrow, and therefore illegible. 3. there is no option to hover on the headers to view the full header name. 4. So you’re basically deciding between expanding some columns and reading those, or squishing them to see all your columns but has anyone discovered a way to see AND read all your columns simultaneousl

Would be great if you could select any playbook to use for a Success Plan objective versus just being able to use Objective playbooks.  For example, if part of your Success Plan involved completing a QBR (currently an Event playbook), you couldn't.  I've gotten around this by cloning the playbooks as objectives, but as we get further in to Success Plans, we'd also like to create Rescue Success Plans (which would use Risk playbooks).  How about when you create the objective, you are given the option for what type of playbook you'd like to apply similar to CTAs?

When you add the lookup to any object, it is saved as the ID and not the actual name. The c360 attributes section (on the backend) converts that ID to a String - Name so you see "John Doe" instead of ZX000001AB3293 for that field.This is important because it explains why this field doesn't have the option to be editable at this time. If you change the String (name) to something else in Gainsight, c360 doesn't have an index to then convert that string back into the proper ID again.  Please create an index in Gainsight so we can convert that string back into the proper ID again so we can make lookup fields "editable" in the Attributes section on the c360. 

Our Technical Account Managers use the service cloud and when they click on an account hyperlink that takes them to the c360 they lose some functionality i.e. sub-tabs to help them organize cases/opps under each customers as well as a menu bar at the bottom of the screen for quick navigation. They have to go back into service cloud to get that functionality back or not use the hyperlinks. 

My success snapshots are pretty extensive and I would like the ability to clone them so I can then tweak a few things here and there to create an entirely new one. 

When we show the values of a Boolean field type (specifically Checkbox) sourced from the SFDC object in a Report, the value for checked is displayed as 'True', which is correct. However, the value for unchecked is displayed as ' - '. Would it be possible to have this updated to show the two possible values of the checkbox field (True/False) instead of displaying True and have a ' - ' represent a false value?

In defining our scorecard, we leverage the ability to group some of the metrics under different headers (aka "Groups"). Over time, business requirements changed and we now have different headers/groups we would like to use. To implement that within Gainsight, we need to change the the group each metric belongs to. Unfortunately, at this point, in order to re-assign a scorecard metric from one group to another, we have to leverage a separate SAAS tool, read into the development script, select the correct ID from the object, then go through a copy paste exercise, test and hope for the best. Alternatively, it would be ideal if we could simply drag and drop metrics from one group to another from within the Administrator tab.

We have several Groups configured, each with several measures, in our Scorecard. It would be nice to have the ability to subtotal each group so that we can report on scores per group.

Deletion of object / fields in Data Management application  Currently, the option to delete the object / fields are not provided.  Once the custom objects are created and then referenced in a different part of the application, we wish to restrict the Gainsight Administrators from accidentally modifying or deleting the custom objects as part of the object dependency tracking feature. Currently only Reporting and Rules are being tracked. Work is under progress to cover other application viz Relations, JO, S3, Data Integration projects etc. Once these areas are covered, we would enable the option to delete the objects and fields.Deletion of data of a object via S3 connector    Data deletion is not allowed via S3 connector. For deletion of data, you need to use the "Delete using data filter" and "Delete all" functionality in Dat

Would it be possible, and make sense to everyone if we treated permissions for the new data management tool similar to the way we manage data load config (ability to push into SFDC objects)? Adding data management to the Gainsight_Special permission set would help separate the standard gainsight admin from a Data Expert/Super Admin. As the functionality and use of the data management tool grows, this may help minimize issues and mistakes. Assuming its a visual force page and this would even be possible in force.com

How do I add data points on line graphs in Reports 2.0?

Success Plans: Would be great if there was a way to export them. 

I'm not sure on the feasibility, but it would be nice to have the ability to create Gainsight-specific fields. That way, we can create fields to accomplish CSM goals without having to first create a field in SFDC. Having the extra step of getting a field approved to be added in SFDC becomes time consuming. It would be great to be able to cut out the SFDC middleman and just have fields created for use just in Gainsight. 

Currently the way Success Plans are displayed in C360 is not very appealing or user friendly.  It is not obvious to our users that you there are more than one success plans available and they have to select from drop-down, etc..  It would work and display much better if there was a display option to show a list of success plans followed by key info in a horizontal format.  Clicking on the Success plan would then bring you into the success plan details screen. Also, would love to have progress% and dependencies added so we could use them like simple project plans instead of having to maintain them in a project management tool or spreadsheet and separately in Gainsight.

Any thoughts of also looking at XING for Sponsor Tracking.  We have many customers that use it over LinkedIn.

We love the Sponsor Tracking and find it very helpful.  Currently we get a CTA for a change in Location, company, or title.  It would be nice to also get notified if a sponsor changes their email.

It would help to see 'Pending' Contacts in the main view of the Sponsor Tracking to easily call out the key contacts on the account. 

Within the Cockpit, would it be possible to visually show the completed tasks in the summary view ? So when viewing all CTAs, in each row, the number of tasks associated with the CTA are displayed;   say 4 Tasks.   Would it be possible to show 1 of 4 or some color indicator of how many tasks are completed versus open ?

If I change the date for a CTA with list of associated tasks is there a way to have the new date cascade through the tasks or do I need to recreate the CTA with the new date and add the playbook?

We have the ability to post comments on a CTA upon creation.  However, since we enabled Chatter for the C360, the comments show up in hashtag format.  It would be great if we could have the ability to decide when we want it to post in hashtag or regular format.  Right now it makes it very hard to read a sentence comment from a CSM when it is in hashtag format.  

Would it be possible to auto generate a record ID field in our MDA tables? We generally use AccountID + Date, or External ID + Date - but wondering how difficult it would be to instead/or in combination... use a record ID similar to SFDC? I don't see a negative affect on the front end processes we use (ie. you wouldn't have to use it) but could see big benefits in simplifying rules, and processes for customers.

Has anyone successfully removed the "Default Closed Status" in the administration > Cockpit Configuration? I would like to essentially not allow Gainsight users to use the quick checkbox in the Cockpit view to mark CTAs as Closed because some users check that box to get rid of the CTA, whereas my default Closed option is one that signals the CTA was completed. While I'm working to educate my users to use a different Closed status when they dismiss a CTA that they never actually handled, I'd like to explore not allowing the quick route to closing CTAs and forcing the user to select which Closed status they intend to apply.

One client asked if we could create summary level calculation with our reports like how SFDC does in its reports. I haven't found any solution that is longterm as they like to slice and dice the data by different attributes. I am wondering if someone found something long term. Formulas

Enhancement Request:     Automatically create a way to modify the Milestone (name) when I create a milestone from a CTA. For example, if I have an EBR CTA and make it a milestone, the milestone should be called "EBR" not "Event Created."