Archived ideas

At time of writing this feature is still in Beta. Currently, if you enable the Organization-Wide Email feature, if a user sends an email using an aliased email address Email Log v2 and Email Logs do not record who actually sent the email.There does not appear to be even a context ID type field or lookup that is populated with information you could use to join to or resolve with another object. While there maybe some workarounds, the information currently isn’t available - so if you have been or want to use either object and the ‘from’ email to filter or otherwise use to identify the sender you will not longer be able to do so reliably with this feature enabled. Please include/expose this data on the base object directly or via a lookup so this functionality is not lost.

Customer request: In Dashboards, while using the IN operator in the Global filter, currently we are able to remove only the first value and we don't have an option to remove the remaining values individually. We need to clear them ALL and re-entering the values again.Can we enhance the Global filter view to show all the filter values? Below is the screenshot from the Demo system. 

Hi Team,  As per current product setup, The lookup Object for the Object being selected in rule will get displayed if used in show fields/filter in analyzer’s Data flow diagram (DFD), but the fields which are present in that lookup object will not get displayed in analyzer’s Data flow diagram (DFD) if they are used in show fields/filter.Can we have the fields from lookup object used in rule filters to shown as dependency in analyzer?

Still in the realm of B2B I’ve noticed that there is an option to import Account information and tie members to one. However this only seems to be tied to the reporting (which is a great add by the way!), but would it be possible to have a front end object and allow an owner member to manage the members to be associated to it.Eventually this could mean also having the option to list people’s username with account name: ieGreg from Smartly.ioThis seems to be relatively similar functionality to member owned Groups… 

When you create a topic, inSided tries to redirect users to existing topics and avoid a duplicate question.It would be helpful to get some analytics here:the topic articles that are being clicked on in that search the number that clicked and then abandoned their new question (great in conjunction with #1 to find the most helpful topics) 

I’m not sure if this has been asked before and I couldn’t find it. One of our community members gave a great suggestion to add a Notifications tab to the tab with Categories, Recently active, and Help others.This is their feedback: “Just some way to filter out specific mentions and people who quoted what we say so we can address those first. One thing Bigger Pockets does not do is throw a notification for when people “quote” you. That leaves me having to click on the “Upvote” notifications to see if someone responded to me. It also makes me have to “@” people when I’m quoting their text so they know that I’m building on their discussion.” 

There are various areas of the product that indicate they would offer help text, as shown with a little black icon of a question mark (?). However when you hover over the icon, or click on it, nothing appears. An example is in the Create CTA Setup Action of a rule next to “include in identifiers.”  

I’d love to see the ability to set a default order both in the homepage widget (community content & category) and within categories.Currently the default is “recently active” but this isn’t the best reading order in a lot of cases and super confusing as the default for many of our members as it constantly changes and makes it difficult to see the latest conversations. A lot of folks would prefer “newest first” for example.Maybe there would be a default setting a community could set with the flexibility for a user to set their own personal default if they wanted to change that.

When we click on Opt-out from an email,select our preferences and click on submit, thank you page is displayed in English but not in other languages.Can we implement this?

We might be taking the success plans of a team who we are onboarding new to the relationship level, was wondering if there is a way to get the templates copied at the relationship level either through config or rule? Thanks 

When trying to audit and check Success Plans to ensure they are configured correctly, it would be great to be able to export the blank Success Plans to make this process easier. 

Our product team would like to export ideation with who submitted the idea - Email Address and Username.   

I’d like to be able to populate the name of a CTA with the account name, and this CTA comes from a success plan. Right now, the rule won’t allow me to add a token to the name of the CTAs in a success plan, I can only add tokens to the name of the success plan itself. This would be really helpful for my team, especially since they work out of cockpit most of the time rather than the global success plan page.  Thank you!

This appears to be true today, and unchanged with the existing beta of Email from Anywhere: If you’re creating an email assist from a CTA once you’ve selected a template, if you save that email as a draft either directly, or previewing the email and closing the task so it ‘auto-saves’ you can no longer change which template you have selected. Yes, you can still edit the email but if for whatever reason you need to change that template you have to delete your task and start a new one. Please allow end users to change templates any time before they send an email, and not just lock users into ‘Validate Email’ which blocks them from adjusting anything, if they’re working off a draft.

We need to update one of our products url. As a result any engagements and product mappers related to pages in this product need to be updated accordingly. Is there a way to define the top urls as global variables so they can be referenced when defining engagements and product mappers? 

When articles appear as a widget on the homepage/community pages, the article type label tends to overlay unfavourably on the featured images we choose: It appears beautifully once you click in, but on this widget window, I’d love to be able to have this label appear either above or below the article title.  This also occurs with event types on the Events page:  

The CSMs I work with will be adding the same Activities for each company to the Timeline for each of their books of business. I’ve created an Activity template for them to use which will help with efficiency, but currently we aren’t able to pre-select fields on the activity, so that the CSMs don’t have to do it for each Activity.If there were a way to pre-select custom fields in the activity it would save our CSMs time on logging Activities that they have to frequently log.

When creating a new topic, there are often some “obvious” defaults depending on the page the user is currently looking at.  For example:If currently looking at ideas, default to an Idea. If currently looking at a category, default to a question/conversation in that category (perhaps which of the two could be a configuration option for the category, so community managers can say whether a category is most likely to receive conversations or questions) If currently looking at the KB, default to a question (with a default category being configurable, perhaps) 

Hello Team,Can we give an option to edit the same program at a same time in different systems by different users.Currently when any user starts editing the program and at the same time if other user starts editing the same program, the 2nd user is not able to save the program configuration. Also, can we have an option to have same filters in subsequent variants instead of configuring manually in all the steps.For example, there is a program in which we have survey email step and reminder email step.Survey email step has multiple variants and each variant has more than 20 filters configured.It would be difficult and time-consuming to configure same filters in Reminder email step in each variant.Can we have any automated process where we can have same filters in Reminder email as of survey email. Thanks & Regards,Srikanth

As it stands, if two users edit two email steps at the same time, in a program, neither one of them will receive the latest updates of the other user without refreshing the tab.For one of them to refresh the tab, he must save his Email step first, but the program forbids him from doing so by displaying an error prompt.Therefore, editing different email steps can only be done sequentially and only one user can edit the whole program at a time.Consider this use case: If >100 filters need to be added into each email step, it would save delivery time if two users could edit two email steps at the same time. ( related ticket: https://gainsight.zendesk.com/hc/en-us/requests/179327 )

When hovering with the mouse over the Email Template name we do not see the exact email template being used in JO  A partial workaround is to do a report on AO Emails and filter on Program Name and you can get the details of the email templates used in the JO Programs, by adding the following 2 fields in the Show ME section: This way of reporting fails when the prefix of the email template is too long (just enough to exceed that box); the report then shows all of the email templates but still the end user can't know which of those shown in the report is used for that specific step. (presuming there is no solid naming convention established) - in this sense it would be useful to be able to add the step name to the report in the SHOW ME section (in order to also show the separate actions in the report, indicated below:  So either:1.Show tooltip of the exact Email Template name in JO on mouse hover.2.Add separate field “step” in the AO Emails object 

As shown here not more than 2 fields can be added in the group by section for a report, if a user desires a different layout than a tabular format. Example: if a user has an N number of fields in the show me section but a >3 number of fields in the group by section,… all the widgets are deactivated.In other words, there is no (N,3) section in the above chart or (N,4) ; (N,5) etc. The widgets should not be limited to the options in that chart.   

There are a ton of clicks to update healthscore measures for customers.  One easy solution would be to automatically close the window after a scorecard measure has been updated/refreshed.  Current behavior is you:click into the scorecard measure click on the measure score (or hit refresh score) click on the close button Click into the next scorecard measure etc.Why can’t we just close the window that pops up automatically after a new score is entered?

Hi Team,I am using GS to create some lovely dashboards and need to be able to group data by 3 fields. This limits however the possibility of displaying the data and in my case the column chart would be the winner. However I noticed that there is a limitation in the combinations of Show Me and Group By fields from the Visualization Types. Would this be something you could consider for the next releases?Thank you.

Hey there, I wanted to outline an issue that I think may be a enhancement request or possibly partially a bug.We utilize NXT Hyrbid so there is still a pretty tight connection with our SFDC data. Often times we receive CSV data that we upload for program participants.Currently, it is possible to map a SFDC user id to the “Manager External User ID”. We are not using “Map to Gainsight standard fields” so we are mapping SFDC Account id and Contact ids instead of Company and Person ids to the External Account and Contact id dields. The first problem is that we are allowed to do this. I’m sure there is a technical reason why we need to use GS User GSID for CTA creation on Hyrbid NXT but it doesn’t quite make sense to me why it is still asking for an “external id” as for other mappings it is asking for “external” account and contact ids which SFDC ids work just fine. It should be named more appropriately if this is functioning correctly.The bigger problem is that we don’t know this will be a