Beta Testing Opportunity - Cockpit Calendar Integration

Hi @rajyalakshmi_vele 

I’ve been able to authorize my Outlook calender and I have a tick icon. I created a CTA against an internal account we use for testing and confirmed that I created a CTA type and reason which aligns with the settings I’ve set. I unfortunately can’t see this CTA in my calender as per the below paragraph from your PDF.

Users must first authenticate their calendars to add all the CTA's that match the criteria to the
calendar. Once the user completes authentication, all the events are added as a Day Long
calendar events and are marked as free to not interfere with any other schedules. The event
name will be the name of the CTA and the event date will be the CTA due date.

In the Calendar Configuration tab, it has picked up 2 CTAs matched the above criteria but when I look in my Outlook calendar (desktop & online), I don’t see the day long calendar events for the next 7 days.

Thanks,

Jason

Hi @jason_hoe 

We have a schedule that identify CTA’s that match the criteria and add them to your calendar. This runs every 3 hrs, so there might be upto a 3 hrs delay in seeing your CTA’s.

Can you let us know if you are still unable to see the CTA’s?

(If it’s still not visible can you try to manually add a CTA to your calendar for now)

FEEDBACK:

While configuring, inactive reason codes are available to select. This is very confusing. Additionally, reason codes that are not associated with the types that are selected are also available to select. It makes sense if an code was selected and later made inactive but if I am adding new codes, it would does not make sense that inactive reason codes would be available to add.

Suggestion:

• Only active types and reason codes are available to add
• Only reason codes associated with the select types are available to add. For example, if I only have “lifecycle” as a type, “risk” reason codes should not be allowed to be selected bc they will never sync since the type is not selected as well.

Hi @andreammelde , there are 2 points that your talking about,

1. Seeing Inactive CTA types and reason: If any CTA type/reason thats created at global level and then deactivated at company or relationship level, it will still be seen as its active and still being used somewhere. If thats not the case, do let us know the behaviour you are seeing and we will investigate 
2. Showing of Reason code related to the Type selected: By knowingly we haven’t added any  filter for reason as defining filter would be a less number of operations and here user has the flexibility to select what reasons he want, also in the bottom we do show the number of CTAs that are satisfying the above condition and incase the user has selected wrong reason he would know that by the count. Let me know if the current behaviour is causing confusions.

Regards,

Hitesh

Hi @aditya_marla  - thanks and it now appears!

@rajyalakshmi_vele  a thought on this feature as I imagine if you have a lot of CTAs due at a given period, that may overwhelm or flood your calendar. Would it be useful if you can sync by priority status (low, medium, high)?

Hi @jason_hoe  We have plan of giving more option in filtering capabilities, we will consider this feedback thanks a lot for sharing.

Hi @robert_lilleby : We have researched about the permission thing that your seeing and as mentioned its related to allowing the Gainsight App to be able to be allowed in our Azure portal.

For doing that, ask your Admin to navigate to below URL and grant permission to Gainsight app.

URL:  https://login.microsoftonline.com/common/oauth2/authorize?client_id=6cd07c04-af3e-4917-b505-32a49a792f7c&response_type=code&prompt=admin_consent

More Information: https://support.robinpowered.com/hc/en-us/articles/115005956286--You-can-t-access-this-application-when-authenticating-as-service-account

In case any more info is needed, do let us know and we will be happy to assist you.

Regards,

Hitesh

Feedback from users:

• It would be helpful if it created calendar reminders at the task level versus the parent CTA level as almost all of our assigned (biz reviews, survey responses) as well as activity/call related CTAs consist of multiple steps. If not able to send at task level, it'd be nice to have details on the associated tasks within then body of the calendar invite as otherwise the CTA title may not include very helpful/actionable information. I know that the intent is to drive awareness for things that need to be closed out in Gainsight, but given it continues to be where additional notes/outcomes are included, I think a better flow would be to equip our team with the action they need to take so they can move forward, and then go close out the task and add context within Gainsight.
• when I clicked on "view CTA" to take me back into Gainsight, I was prompted to enter my username and log in even though I'm already signed in via other tabs. It'd be nice if this honored that - or at least prepopulated username based on the user clicking through from their calendar.

@hitesh_sharma ,

Thank you for your guidance.

I’ve relayed that to our admin, and I’m getting feedback that upon authorization they are landing on a blank page:

Regards,

Robert

Hi Robert,

Will be sending a mail to you, lets try to figure out the problem and fix it.

Regards,

Hitesh