Archived ideas

Our CSMs are asking for user activity data that can be filtered by device source - they want to be able to see login details for users of our desktop app vs. our mobile app. Right now we can filter by device source in PX but can’t do so in Adoption Explorer in CS. Our CSMs don’t use PX and ideally we’d like to avoid having to enable them on how to use PX and navigate between the 2 applications just to isolate device level data. We’ve already built the usage section in Adoption Explorer in CS that gives us the data points we need, so it would be really great if the device source filter could be added. Thanks! @danny_hallgren 

Would be more simple to have all account settings under one tab rather than 2 separate areas. It is not clear to click on My Profile  

For the integration of more products we want to use the product areas to differ the products in the Product Updates. It would be great if its possible to change the subscription in the Product updates. If a customer only has Product A & B, he doesn't need mailings for product C. 

Hi Team, One of my customer was looking to import visualizations created in tableau intogainsight dashboard.  Business use case is purely that the visualizations available in Tableau are far more advanced than gainsight currently. It would be great for user to be able to report on the gainsight data in Tableau, and then import back the visualizations that CSMs can use in presentations with customers, as well as a more palatable visualization for reporting important metrics.

example data space.  Data space is a legacy system and currently, we are suggesting customers use DD.  When an admin has an issue with Data space they try to resolve the issue from their end first before reaching out to support. It would be great if we show some popup or banner while they edit those configurations then they will try to create them in DD.  It will save a lot of time for admins.

Often community members will reach out with private information they don’t want to share in a topic or thread. In some cases those require a ticket to be opened in Zendesk with our support team. It would be helpful if integrations could be extended to work with DMs not just topics. This would include any integration pushing content to another system — Zendesk, Productboard, etc. 

We are building an API integration with InSided and we arecurrently adding support for webhooks to handle changes in content inInSided, for example we are subscribing to `idea.Submitted`,`question.Asked`, `article.Created`, etc.We have noticed that if we change the title of anarticle/question/conversation/idea we are not receiving any webhooks.We would like some `.Updated` webhooks or similar, to allowus to know when the content or title of an article or other object haschanged. Ideally we would like to know when an admin has changed thetitle of an article so we can update it on our system. Thanks!

Please consider improving customisation for the groups feature.Feel free to rename the title of this group to reflect the improvements that are more likely to be developed.Suggestions:Ability to change a group from private to public and vice-versa Add highlight widget or banner exclusive for each group (featured_banner mod tag, for example) Add the option for a rank or role to be added automatically to group members Award badge to multiple group members at once Add the option to notify all group members with specific messageMany thanks!

Customer has added a RTF field to sections in the C360.  When you look at this we only see 5 lines of text and need to scroll down to see the rest of the text. Customer is wondering if it is possible to show everything and not had to scroll. The ideal experience is that the field expands to the size of the text, like it does in other instances like success plans and timeline comments.

I would like the option to select which records are moved over to the master when merging company records, main one being Person records, but can see it being useful for any. So rather than just merging everything by default give us the option to select which is e.g CTA’s, Success Plan, Timeline Activities etc etc

Would like option to set a table visualization report to auto-fit to the width of the window. Currently, I am trying to guess what most folks' window size will be for setting column widths so they don't have to scroll left-to-right or have a bunch of unutilized space on the report/dashboard.

I have a love/hate relationship with the S3 dataset in the Rules Engine.  I spend a lot of time trying to get files formatted correctly so that the rule picks up the data correctly and pulls it in for my rules to run. Would love if the mapping process was a little smarter - i.e. could identify the formats of dates, date/times, etc. Would appreciate if the errors were a little more clear.  My latest example was due to an incorrect date format, but that date was in several columns so it was difficult to figure out which was the issue.

I want to be able to create my own system emails  

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Hi, Currently the search API does not work the same way the search bar does on the Insided interface. The Insided Search Bar is fully effective and provide perfect search when the search endpoint is completely limited to very basic search, which is annoying as the purpose is the same, but the result is different. For instance, searching for :“assemb” won’t any result via the API. “assembly” will  return great results via the API. “assemb” will return great results via Insided interface... As we want to integrate Insided content in our own app (via a custom help widget), we need to be able to access to a functioning api search endpoint. Right, now it is a problem since we can’t rely on an API that gets us results only for exact matches. Improvement here are much appreciated.  -------------@deepkand

It would be great to have easy options to customize how articles appear, separate from the general topic styling. What might work well for an article may not be ideal for general topics.For example, things like the size of headlines and body text, line spacing, embedded image styling, adding an author bio, subtitle, etc.

Hi team, Currently, there is no way to download the records from the segments as of today. Can we please add that feature in the Admin>Segments? Best,Hardik

Idea: Support of Self lookup in email template mapping Current behaviour: Company → Parent company(Lookup company) → Name not available for mapping in email template.  Please add this as an enhancement request.

Hi Team.I observed that the Program Name in the Email Template Dependencies List is not changing even after we change the Program Name in the Programs List. Ex: I have a Email Template and Created a Program with Name XYZ. And if we check the Email Template Dependencies List we can see the Program with name XYZ.So after that I changed the Program name from “XYZ” to “XYZ New”.Now if we check the Email Template Dependencies List still it is showing the “XYZ” only. Not the Updated Name.Below are the screenshots for the same: Using this Template Created a Program with Name “Test delete it”. So this program is showing up in the Email Template Dep

Using surveys to collect some information that is used in different systems.There is no field type to validate email address as a response.If the person who enters the email address in the survey -  enters an invalid email address and then completes Survey, then when the survey data is sent to Salesforce there is a Salesforce error because Salesforce validates the email address as invalid.Would like text type options to include email address which is validated. Currently a similar validation occurs on the text response for different things like number, integer etc. but not for Email address

Posting on behalf of a customer. It is found that for some customers of customer, certain secure organizations seems to have a cookie/cache policy that causes an issue (having OTP enabled) where when Shared C360 is open “No Data Available” is shown. Although Enabling OTP is good, for certain issue customers, it be good to have an option to be able to disable OTP for them manually on send.

In the “Community Member Activity” custom object that is created in the Salesforce:inSided integration, there is a new field added called “Activity Name”. This is currently a text field, which leaves limited ability to report on it.  What are the different options? I see a bunch of different ones in the pre-made reports, but what do we know is the exhaustive list? 

HI Team, We’ve got a request from customer.In Horizon Analytics Report builder we are not able to rotate x-axis labels in the same direction across different types of charts for scorecard objects. there is only the option to rotate x-axis labels 0 to 90 degrees.https://share.getcloudapp.com/lluNlveW