Archived ideas

Multiple company associations at Success Plan level. Use case : We are onboarding our Partner implementation team onto Gainsight and as part of that, they will be using success plans. Partners may be have multiple implementations for different customers. To manage this, we are creating success plans for every customer under the partner and linking them to accounts using a lookup.  Suppose if a partner manager is logging an activity on Success Plan timeline, they would want the same entry to be recorded against the Partner account and Customer account in 2 different timelines so that partner manager and customer success manager are fully aware of what is happening with the implementation. 

I'd like to make an enhancement request to add the option for a "Decision Maker present" checkbox on the Gainsight Assist app, to add to Timeline activities.  Currently there is not an option so the CSM has to go back into Timeline to manually check that box after sending an email via Gainsight Assist.Thanks!

On the Gainsight 360, it would be great if the Support Ticket reports could include a category, like bug, infrastructure problem, question, configuration issue, etc.  Would help admins get a better idea of the types of tickets that are getting created and how they are classified.

 Most of the selection boxes have been updated to permit the selector box to be stretched to see the entire value except these two, from what I can find.There needs to be a way to see the entire attribute, please either make the box expandable (which I feel you would have done if it was possible) or add a text label so that if I hover on the value eventually the full value name will appear somewhere.   

I'm trying to create a report for our CS team managers that shows the count of CTAs that are either overdue or have tasks that are overdue. Essentially, I want a report grouped by CSM, that shows the 'Overdue' count that displays in Cockpit when CTAs/Tasks are grouped by Due Date. As far as I know, ootb, I can only get this info through 2 reports... 1. Create a report on the Call to Action object that summarizes CTAs that are overdue. Cool, but what won't be included in the roll-up are CTAs that aren't yet due, but have associated CSTasks that are overdue

When creating a widget it would be great if you could add some additional text to it, to help someone looking at, understand the point/goal of the data being shown. For example, in the below Widget, we want our mangers to engage on all “61” accounts and drive those down. Having some additional text would help remind the person doing the “why” behind this widget and the action to take.   

In my case I collect both product feedback and community feedback using Productboard and these are in two different Productboard workspaces. I’d love to have a way to be able to connect and use multiple workspace with the integration and to be able to choose in Control which workspace to push to when adding to Productboard.

Hello Team,We have observed that the email signature consists of social networking sites like Facebook,Twitter etc.,  are redirecting to the other link because customers IT teams use a rewrite for any URLs in an incoming email.:  Example Facebook:https://protect-us.mimecast.com/s/KVFrCERpm5tlM98MiPsxzJ?domain=facebook.comSo, these url’s going through multiple layers which might be due to permission or security reasons from the customer end and during that process a large number of hyperlinks are converted into Text which causing the space issue. Please consider this as an enhancement and to ignore the hyperlinks in the emails content.

I know you can get to this via a full exports and filtering, but that’s a much larger file than needed and a bit of work. So when considering “nice-to-have” feature enhancements, it’d be great to be able to export topics by a specific user. 

Hi,There doesn’t seem to be an option to just get eg the last 10 timeline entries via the API.  That seems like a gap - I would think it’s quite usual just want to expose recent entries to some other system - but according to the documentation at least;https://support.gainsight.com/Gainsight_NXT/API_and_Developer_Docs/Timeline_API/Timeline_APIs#Read_APIYou have to get all entries for a particular context which could be a very long list for a long running company/relationship..  Any chance to add a ‘top x’ or even date range to the timeline read api ?  or if it’s already implemented, add that to the documentation ?  

Our product team uses Shortcut to track feature requests. We currently have a disconnect between our CSMs and product team -- a CSM will submit a Shortcut ticket for a feature request, then another CSM could submit a Shortcut ticket for the exact same request but a different customer. We don’t have a way to track the most important and commonly asked for features from our customers. A direct integration with Shortcut (similar to the integration with Productboard) would go a long way in ensuring clarity between the two teams. CSMs could also stay in Gainsight to view/add tickets rather than having to manually hunt them down in Shortcut.

Our team loves the Zoom App for Gainsight! One additional feature that would help save the team time is the ability to send meeting notes directly from the Zoom App prior to ending the meeting. Right now, once you’ve logged the meeting notes, you would have to go into Gainsight (outside of Zoom) to send the meeting notes to the attendees. It would be great to have the option directly in the activity menu while still in Zoom to save 30 seconds of clicking over, finding the meeting, then sending it to the attendees. 

The Gainsight app (at least in iOS) is the same as for the phone, and does not allow for using the larger screen or using effectively the rotation of the tablet to look at the data in landscape mode.This idea is to create a tablet optimized app.

It would be great when reviewing the analytics from the Content lens to be able to exclude views from members in a specific user or custom role

Need a warning indicator on the funnel list screen that shows if a funnel has a step that isnt completely defined - i.e. missing an engagement.

This isn’t an easy one to make a subject for, but essentially when using a date filter in global dashboard filter, anytime you want to change the date filter to a different pre-defined date value from the picklist, it drops you at the end of that picklist so you have to scroll through or type to search for the value you’re looking for. It would be a much better user experience if, when I clicked to change my date filter, it presented me at the existing value I have it set to.https://videos.newsela.com/watch/M6GqPjeRELAVtjYZDPzRCA? In the video, you’ll see me:Set a date filter in the dashboard Go to change the date filter I get dropped down automatically to the bottom of the picklist I have to scroll up (or type in the name) to find the filter I want to change it toOur use case is:I set the dashboard to filter fo

Currently, the gauge visualization shows only a max of 6 gauges on a report. Any more than 6, and they are left off completely with no indication that there are other gauges not being displayed.I’d like to request the ability for gauge visualizations to have pagination where you can scroll through/page through additional gauge charts if there are more than six.

A refresh button like you have in timeline would be a nice addition.@aktripathi 

Hi Team,Currently we are not able to add the percentage field that has a formula for group by section in reports.AVEVA Group plc is looking for this ability as part of their use case. 

Currently on Ideas, if a user Upvotes the idea, the button can change colors based on your customization. However, the text, or “phrase” will remain the same whether you upvoted or not. This is confusing if you are coming back to an idea and can not remember if you voted or did not vote on this idea. Ideally, the button would say “Upvote” if you have not voted, indicating that you can vote for the idea. If you have already voted for the idea, the button would say something like “Remove your Vote”. 

Similar to this question -- in chatting with the Support team, it doesn’t seem like there is currently functionality to review schedule times for Data Designer. This would be incredibly helpful to ensure we aren’t bottlenecked in any areas or creating issues with sequencing of schedule times. 

As an in-app guidance owner, I want to have exclusive rights to modify production content or promote content to production so I can ensure end-users have access to the right material.I want my coworkers to be able to create and suggest in-app guidance content, but I do not want this content to be inadvertently made available to end-users.

Events should also appear under ‘Topics’ in the user dropdown for the events created by the user. It is already being categorized as a topic (from Search results page) The Gamification part is already proposed in this ideaWe should be able to award points and badges and ranks for Events created.  Points and badges and ranks for Event attendance, sharing Be able to pull data and analytics for events

It would be great if email to timeline permitted the attachment of PDF file types when using Gainsight Assist.

Search results will reflect the permissions of the modules and categories on the platform. So if you have a private category, those results will not be visible in logged-out searches (for public or hybrid communities)In future search UX improvements, I strongly recommend that logged-out, public search results have a default call-to-action to log-in for full results. Benefits: A better experience for the end user. Increased likelihood of logins and active users for the community managersI can imagine that there might be a very limited number of fully public communities that this might be irrelevant for. However, the phrasing tool and custom CSS could easily amend that.Comparatively, the number of communities with hybrid settings, could greatly benefit from this. Inserting the call out is much more difficult than hiding it. More context: