Sister ticket of I just converted to NXT (and yes I am open to accepting sympathies via DM) and now that we’ll be using Permission Bundles more, we MUST have a way to export and report on users assigned to Permission Bundles.When you have 2000+ users, the user display of 10 users at a time just does not cut it.
I’ve received this sort of feedback at numerous companies now. It would be great if we could configure playbooks to automatically progress a CTA. For example, we are working through a Termination playbook at the moment and it is crucial to be able to report on where it is at. It is not a 1:1 Task:Status ratio, but it’s close. It would be good if we could set it so that when Task B is complete, move Status to X, without any touch of Rules or anything like that.
There are various rules that update our success plans and CTA’s everyday. Because of this, the last modified date is always the same for all of them and last modified by the system admin. I believe there’s a way to distinguish this on the scorecard, but not for Success Plans or CTA’s. I’d love to be able to specify a specific modify by field and modified date that is an actual user versus the system admin. If there’s a way to do this and I’m missing it, would love to know, thanks!
I recently made a post and had to tag 56 people individually - it would be cool if I @’d a specific group in one of my discussion forums for everyone in that group to get tagged.
I'd like to be able to have a recipient answer a survey question with a date. i.e. The question is "can you give us an estimated target completion date?". I'd like to be able to collect a date object from that response so I can trigger time-centric CTAs. I'm collecting a text field now that at least gets me the info but if I could collect a date field I think I could take it a step further.
Our team frequently hosts business meetings with a large and recurring group of attendees. Each time we log a meeting to Timeline, we must manually add every attendee, which becomes a repetitive and time-consuming task, especially when the attendee list remains consistent across meetings. It would be extremely helpful if Timeline Templates could support pre-configured attendees, allowing CSMs to simply select a template and have the relevant participants auto-populated automatically. This enhancement would help streamline activity logging, reduce manual effort, improve efficiency, and ensure better consistency across Timeline entries.
Our CS team heavily uses the Outlook widget on Gainsight home and would like to have events set as “private” filtered out of the widget.
Hi Team, We have received a request in to Support for the ability to track the linking and un-linking of Cockpit Associated Records. For example, if the Opportunity Object were linked to a CTA, Admins may find it helpful to be able to see what Opportunity records had been linked to a given CTA at various points in time, who made the change, and when for internal auditing and tracking purposes. Thanks for the consideration!
Many of our customer facing teams and customers are Hebrew speaking so the little Gainsight Assist icon that pops up when you compose a message is in the way. There’s no way to move this now and I’d like to propose that it’s a movable icon. Small use case I know, but still helpful to our team.
We recently launched the Ideation module in our community and have been gathering feedback from our Product Managers on ways the moderation experience could be improved. Moving Ideas into our community has created a more unified customer experience, but there are several moderation and workflow capabilities our PMs relied on previously that would help streamline Idea management within Gainsight CC.Below are the enhancements our team would most like to see:Filtering & Idea ManagementIn our previous Ideas platform, filtering and reporting capabilities made it much easier for PMs to identify trends and customer activity. Our team would love to see additional filtering options such as:View all Ideas voted on by organization or email domain View all Ideas created by organization or email domain View all Ideas commented on by organization or email domain Easier workflows for identifying and merging related IdeasLonger term, our team would also be very interested in AI-powered Idea management capabilities to help:Identify duplicate or related Ideas Surface Ideas tied to similar topics or themes Analyze customer sentiment across submissionsWe realize AI functionality is a more forward-looking request, but wanted to share it as a future enhancement opportunity.Easier Idea MergingOur PMs would also love to see a more streamlined workflow for merging Ideas. Ideally:Click “Merge” Search for the related Idea using a type-ahead search (Idea name or URL) Complete mergeAdditionally, we’ve noticed that when Ideas are merged in Gainsight, the merged Idea currently only receives an automated comment at the bottom of the post. Users are still able to vote and comment on the original Idea, which can create confusion and fragment engagement across duplicate submissions.It would be helpful to improve the front-end experience and moderation controls for merged Ideas by:Displaying a more visible banner or notification at the top of the merged Idea Restricting additional voting and commenting activity on merged Ideas More clearly directing users to the active Idea threadModerator NotificationsWe would like the ability to assign PMs as moderators for specific product areas within Ideas. This would allow them to receive email notifications whenever a new Idea is submitted in the areas they oversee, helping them stay informed without needing to manually monitor the system throughout the day.Product Area PermissionsOne additional enhancement that would be valuable is the ability to restrict Idea submissions to specific product areas based on customer licensing. Ideally, licensing information could be used to create segments and we could give certain segments the ability to post in certain product areas. We recognize this is a complex request but would appreciate the consideration. Our customers are regularly posting in the wrong product area and it take a lot of time to manually sort and move posts.
I’m surprised this idea doesn’t exist already. We should be allowed to set different default open and closed statuses by CTA Type rather than a default across the board.
We regularly have customers reaching out asking to update their usernames or email addresses. It would be helpful for customers to have the ability to update this profile information themselves, rather than requiring our team to make the changes manually in Control.This would give customers more control over their account information while also saving our team time managing these minor but frequent requests.
We are currently setting up automated email capture in Gainsight CS. Due to Fed Ramp requirements , we have a specific segment of customers whose emails cannot be processed by an external system.Right now, the only way to prevent this is by adding their domains to the Domain Exclusion List in Staircase Settings. However, because the system doesn't currently support wildcards (e.g., *.gov), I had to manually parse through our customer contacts for this segment and add nearly 600 domains individually.The current UI dialog is incredibly cumbersome for manual entries at this scale. Furthermore, this creates a major operational burden for us, as we will have to manually maintain and update this list every time a new customer onboarding falls into this category.Request: We would like to see a more streamlined way to exclude domains or segments of customers from AI automation.
It would be really useful to be able to filter users (and create a segment) by matching all selected badges , and none of the selected badges.I would like to see the users who have completed a series of badges, or are still in the running. Use these segments for email campaigns and widget visibility.Cheers!
Things would be a lot easier if we could clone existing User Groups, as often customers only change one of the 5 or so filters which is applied for dynamic filtering.
As useful as naming an email template is, having folders, etc., none of that really helps you when you get a screenshot of an email from a CSM asking for some information on an email.Would be great if we could search Email Templates by subject, which is more commonly used, and actually available information from looking at the email itself.Yes, you might have multiple with the same name, but it can help narrow things down quite a bit.
Hey, Just found out that the images in one's signature are counted towards the 5 attachments limit in the email to timeline functionality. Is it possible to count only the actual attachments and take the images in signature in consideration only for the size limit? What do you think? Thanks, Lucian
Hi all, I'd like all users to be able to edit the title of their topics. This is currently not possible, so a moderator will have to edit it on behalf of the user. Best, Ditte
It’s driving me and my team crazy that when we open a company it opens in a new tab. We’re constantly getting tab clutter. This isn’t currently a tenant change that can be made - it’s global. Proposing here that this becomes and option for us to choose and set our system default for.
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