Archived ideas

Hi all,First foray in to using Success Snapshots and have some questions on formatting I was hoping someone can help with. I want to provide a “theme” to the tables used in the deck (for reports), and am able to do this if using a PPT version (by setting the theme in the template before uploading) but am not having the same luck with google slides. The export always uses the default blue/white table. Is there something I am missing here, is it possible or a limitation with google slides themselves not doing themes for tables?Thanks!

I would like the ability to modify the Program Model type after creation. I typically use the Generic model, but decided to give NPS Survey model a try on my latest survey iteration. I do not want to send an escalation email, but there is no way to disable. I am not able to change my Program Model back to generic either, so I must start from scratch including recreating my participant power list which is very time consuming. I cannot clone my survey as the model is cloned with it. 

Posting on behalf of customer:With the current product design, We only export engagement name and type, and id fields to the AWS. It would be helpful to include all the engagement data like,Channel,Priority,Description,Status,Product,Environment,Labels,URL,sIgnore ThrottlingCreate DateLast UpdatedLifetime ViewsOn the AWS Engagements file.cc: @Janine Marlatt 

I’d love the ability to add multiple users or persons to a field.Example use cases could be; - 2 (or more) CSM’s working on an individual company/relationship- Multiple persons holding a specific “role” for an opportunity, e.g. ChampionThe (front-end) functionality that is currently available in the timeline would be ideal. I appreciate it’s not that simple back-end wise though. 

In the Salesforce Connector 2.0 I can only use source and target, it would be nice to have a transformation step as well where minor corrections can be made. For instance adding case fields or additional filters.We have this option in the “Freshdesk” connector where I use a transformation step to translate the built in Priority names in Freshdesk to our reporting standard P1-P5 

I would like to access a list of tasks across all my accounts for a given day and check them off as I complete them.

It is found that when there are more than 4 x-axis labels possible for the bar chart in query builder. Every other label is skipped to be shown. Currently there is a code level limitation where all labels are not able to be shown responsively based on screen size available. This post is to hope in the future that the chart is able to carry responsive x-axis to use space available to add as many x-axis labels as possible.

Hello All, I’m a new Gainsight Product Manager and I want your inputs regarding the Email scheduling tools you use today. I am looking for information about these tools, including what do you like? Is there one feature you would love to have in this tool?  Please fill in this sheet or drop me a reply.https://docs.google.com/spreadsheets/d/1VmBETDh7S1ATt63gxPpKrdElk5HR7zSL3WiR1mNKLxo/edit#gid=0    

When I am adding a new activity with option MEETING there we need to add task as well.I came to know that it can contain only 80 cahracters.Is there any way so that we can exceed the word limit to 160? 

Our current content management team is using Paligo for their content management - is there a planned integration for Knowledge/Docs content and PX?

Hello everyone,Consider some usual feature adoption funnel:Exposed to the feature Activated feature usage Recognized the value of this feature Adopted the featureWith the current options we have in Gainsight PX for funnel reports, we don’t see an elegant way of creating this kind of adoption funnel. There are two usual ways of defining what it means that “the user adopted the feature” -  either by counting the number of times this feature was used by the user or considering that the feature was adopted only if the user uses it over a longer period of time.In other words, there are two main options for setting up conditions on features and custom events that are missing here:the option to set the number of total times that the feature or custom event was used/triggered (greater then x, equal to x...) the option to set up a condition on the time int

If we had a admin window that would tell you if a User might be a Contact in SFDC and ask you if you want to connect them this could help with the errors and also allow a much easier way to connect only the contacts that you want to between GSPX and SFDC. The connection as it is today will be very difficult to maintain and keep up to date. Also if there are errors you cannot drill down in the report to see who the errors are an how to fix them so this connect falls short here. 

The new Horizon Analytics report inline date filters only allow for an operator and an exact date to be selected. (eg: Greater Than 7/31/2021) The old reports allowed you to easily filter reports by entering a month OR day OR year and see all results for the corresponding period. For example, I could provide a list view of all renewal opportunities and CSRs could easily filter the report by entering a Month number to see all renewals due in that particular month. Now, only a specific DATE can be selected.  

We have a use case for training where our trainers would like to provide a link to the survey at the end of training, as well as us send it automatically via JO. If we send via JO, it would be great to capture the name and company information, but we want to send the same link via a link which requires it to be anonymous. It would be great to be able to send a generic link out regardless even if the survey is not anonymous. This would also be helpful for CSMs to be able to send links to their customers for various things

Hi Team, When we add a custom field in Account  that has lookup on contact in C360 page attribute section, if we have an option to search the contacts. We have also have an option to restrict the data based on the Account fields but we cannot restrict it to specified account. This option will prevent CSM’s adding another account contacts which will be very helpful. Thanks,Prathap

HelloWhen a customer moves to "Inactive", how to get them back to active please ?Thanks a lotAgnes

When we add sections to the company and relationship layouts, particularly from the global section, we sometimes have to rename them to something different than what they were originally called, so it would be nice to be able to hover over these and know what the section name used to be, as well as the section type that already shows on the hover over.

Hello, we have a report with the region filter, and when filtered to APAC for example, but the corporate currency is set to United Kingdom, it shows the totals in the GBP currency. Is there a way to display the dashboard totals as the regions currency and not the £? 

In report builder, when running a report off of objects in SFDC, you often need to filter on the Account ID field for testing. When you select the Account field (the ID field, but it is technically a lookup field in SFDC), you are presented with a search box: This can be beneficial because you don't need to go hunting for the ID. However, it can be a burden when you do have the Account ID or the bigger issue - you have duplicate accounts. With larger customers, many have instances of the same customer, with the same name, many times in SFDC. This search doesn't filter down to only show customers in G

Though some testing that I have done, it appears that even when you remove "view" permissions for a dashboard... the dashboard still shows up in the pick list. Just to be clear, once you click on the dashboard the correct "cannot view due to permissions" screen pops up like it should, however, the customer would like the name removed from the pick list when they don't have permissions to view the dashboard.  Please let me know if you need more clarity about this.  Steve

Group members need to be able to subscribe to receive email notifications of activity in the Group, or perhaps a digest of activity.  

When setting a filter, the search/typing box has text indicating you can search with just 2 characters.In order to successfully search with just 2 characters you must press “ENTER” after typing your 2 characters. When you type 2 characters the display text is "No items found" not "Press ENTER to search" - this is not intuitive functionality. When you type 3 characters the search works as expected. Propose updating 2 character searching to not need you to press “ENTER” or update the help text to say search with 3 characters.

Hi, I noticed it is not possible to redirect a users back to the topic page where the login flow was started when using SSO authentification. This is quite disturbing as this will generate this kind of flows for non logged in users:User clicks on a topic  User clicks on text editor (to add a comment)    User will be prompted to log in (via SSO in our case)    User will log in via SSO    User will be re

I would like to be able to invite people to the community and pre-set their primary and custom user roles. That way when they join they have a seamless experience and see all the relevant content they would expect to seeExamples:I may have a group of users that are joining a beta and want to grant them access to the user role(s) that enables that access I may have a group of folks internally that I want to enable as Admins