Archived ideas

Success plan objectives and tasks can currently only be added on the 'Objectives' tab of the Success Plan. The Gantt tab provides a clearer visual overview of the plan however (and offers more flexibility to move things around), so it would make a CSM's life easier if they could add tasks and new objectives directly from the Gantt tab instead of having to switch between tabs continuously to be able to do this.

Can we have clickable links in DMs and user profiles?

Use Case: We have a renewal program in our JO using Generic Survey where we create CTAs based on survey responses or unresponsiveness to survey. It’d be great if I could time the due dates of these CTAs based on the renewal date of the customer, but instead my only option is to configure due date based on the created date of the CTA. 

Hi, the  ideation pipeline allows for only three lanes to display. Anyone else out there that would like to have more lanes? We’d ideally like to display New, Gathering Interest, Under Construction, and Implemented. 

Hi,I wonder if there is any plan to improve the filtering on Product updates?Our users would only be interested in the products that they are using, so it would be nice to make the filters more customizable. Maybe they use 6 out of 15 products/product areas, and they don’t want to get updates on all of them.Three things would help here:multiple selections in the filters instead of one-or-all it remember filters from last time the user was on the page subscribe could be selected by product area tooThanks :)

We’ve had an SEO audit done on our community. There are a number of improvements we’ll present here as ideas. This one is about HTML2.We suggest furthering the integration of HTTP2 by integrating server push for static assets like first party CSS and JS where possible.

From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.

Hi, when inviting users to join Groups (Invite users > Add username), I'd like for their company name to show as it will add a layer of security. When we invite users to join a private, hidden group, it is very important we pull up the right user as they might share confidential information in that group. As many of our users have similar names, it is easy to mix their names. If the company name could show up after their user name in the window where we invite them, it would help. 

In the Snowflake Connector add to destination Dialog Box - long field names from Snowflake are truncated with “...” (highlighted in graphic below)  when I hover over them, the full name does not appear.  Workaround is to set up a spreadsheet just to keep the names straight when mapping fields.  If you allowed the full field name to display on hover - it would be so much easier to use. 

When you add new fields to company object you have to refresh the page before you can add it elsewhere. Can we auto refresh the site when moving between tabs for better UX? https://www.loom.com/share/3cf5e0b1580a4366bd0ed913311fceaf

We’re seeing errors flagged in Search Console because pages are indexed even though they’re blocked in our robots.txt file. A better approach to block them would be to add the meta noindex tag (follow and nofollow should both be options for us to select from) to individual pages and/or directories.  

The single biggest challenge we deal with on larger projects is crawl budget limitation. Buried pages - pages with a depth over 10 often see little to no crawler traffic, which means that these pages tend to drop in value and expire over time. Sitemaps are a good way of remedying this, as we could provide crawlers with direct links to the threads themselves, adding another avenue of discovery outside of organic crawl traffic.However, the current sitemap layout only covers the first level of depth the site, which means the front page and high level categories. With depth we mean the number of clicks from the front page to the page in question. The RSS feed only covers a minor part of the site, and generally speaking pages that would have organically floated to the top anyway.  I think this is an issue that most users on this platform will run into sooner or later. While it is possible to alleviate this through third party generated sitemaps, they are costly and often cause additional st

Hi Team,Please include null check box in UI for the below pages: Data Permissions → Sharing Groups → Edit → Criteria Permission Bundles → Assign Users → Rules → Criteria  

Hi Team, User was creating a dummy test account, and shared a Success Plan with that account, and then opened it via the Email I receive to request the OTP, just as I would do it in the browser version. Only in the Mobile version, we see things we are not supposed to, such as the Healthscore and the renewal date. these things are not visible to me when opening the same Success Plan with the same account in the browser version.

I’d love to see inSided implement some sort of a trust system for those that join communities on inSided. Discourse for example has something like this: https://blog.discourse.org/2018/06/understanding-discourse-trust-levels/

Can the events menu on the back-end be segmented by upcoming and past events as well as filters on type and also allow us to have draft events please?

We use the event module in our closed community to advertise paid webinars.The registration link is linked to an external booking system. It would be great if our customers can see the price for the webinar unter “Details” on the right.A new field in backend would be great for this, whitch is shown unter Event Type:  

We are using timeline entries to record when we put two customers in touch for a peer to peer “reference” call/discussion on a specific topic, such as a use case.Currently, we have to create an entry on both customers’ timelines. I’d like the ability to add several companies to a timeline entry when creating that entry from the overall/general timeline so that the entry appears on both customers’ timelines AND, based on the companies selected, to be able to fetch external attendees from both companies’ associated persons. While we’re at it, let’s not limit this to two companies. Let’s just allow us to record entries that involved several companies.   This would save us time BUT would also increase our reporting accuracy.  

We do not have an option to select Created Date from SFDC to map it with Activity Date in Gainsight when syncing SF Timeline Activities. Currently, Due Date Only field in Salesforce is the only field available for mapping to Activity Date in the case of Task object in the integration job.

When adding a person record via C360, we’d like to have the record default to Active = true.  Currently it defaults to false. We have numerous cases where users don’t set the value to true and that in turn generates multiple requests to mark the records as active.  Our thinking here is since a user is intentionally creating a new Person record, there is no reason that it shouldn’t automatically default to an active status.  If it weren’t active, then it would not be created in the first place.  

Hi Team, Customer used fields in rule actions and the same were removed from rule load actions and this resulted in blank/empty values in field mapping in actions.  Customer is expecting a warning  from the system when user tries to remove the fields from rule load actions which are being used in rule actions.   

We want to hide one set of users from other set of users from search while assigning CTAs/Tasks and also wants to restrict them from tagging each other.

Using current product limitations, we can’t share AE reports to external contacts.It would be good if we have ability to add AE layouts in Email templates in Programs.Some customers would like to share usage reports to their customers.

We are using Crowdin as a translation platform and they have built a really great connector for Gainsight PX. We have asked them to add some automation to the connector to sync files based on the engagement translation state. However, I have searched and searched the PX API, and I cannot seem to find this exposed anywhere so the connector could use this. Use Case: New content is created or edited in PX. The designer changes the Translation state to “Ready for translation”. Crowdin connector automatically syncs only files that are in “Ready for translation” state. If the translation state was exposed in the localization export API, it could update the state to “Translation in progress”. When the translation is completed in Crowdin, the connector can then automatically sync the translated file back to Gainsight PX using the localization import API. And if the translation state was exposed in the API, it could also update the state to “Translation complete”.

CSMs are using Success Plans to help keep track of customer goals. Each Objective is a ‘goal’ and each Task is a step toward achieving that goal. Sometimes the responsibility for a task belongs with a business contact. For example, perhaps a business contact must attend a seminar. When a CSM creates a new task, they can assign that task to a contact at the business. However, once the task is built, the owner cannot be edited. This is an issue because the CSM may not know who the responsible person is at the time of building the task, or that person could change within the company. The ask here is that the Task Owner field be editable after saving.