We currently spotlight our community when we’re doing a live webinar with users. It would be great to be able to hide or minimize the community control bar so we don’t have users asking why they don’t see it.
As Gainsight usage matures across enterprise teams, Gainsight Admins face recurring friction around Timeline hygiene, governance, and UI consistency. Specifically: System vs. Manual Milestone Governance: Currently, for a Milestone Type to be populated via Rules Engine, it must be marked as Active. However, this automatically exposes it to be used by end users. This leads to data inaccuracy (end-users manually logging what should be system-only milestones like automated health triggers or stage changes) and dropdown clutter (compounded by the inability to reorder or filter milestone types). Disconnected Milestones & Notes: Milestones mark key moments in a customer's journey, but there is no native way to explicitly tie a Note Template directly to a specific Milestone to provide context. UI & Metadata Inconsistencies: Key metadata fields like Created By, Created On, Modified By, and Modified On and functionality like sort by, rearrange fields and advanced filtering are displayed inconsistently across Administration UIs and standard object views, causing friction for Admins auditing configuration. (See this idea [turning 10 years old next month by the way], and this idea) Proposed Solutions1. Granular Control for Milestone Manual CreationIntroduce an additional toggle in the Milestone Configuration settings: User selectable: [ On / Off ] How it works: Marking a Milestone Type as Off hides it from the C360/R360 Timeline dropdown menu while keeping it fully operational for backend automation.2. Enable Timeline notes Association with specific MilestonesAllow admins to assign/associate Timeline Notes to specific Milestones. When creating or editing a Timeline entry, display only notes relevant to that specific milestone type to the end user. Ideally, allow us to force a specific template to a specific milestone (toggle to mark it “default” This brings rich context to high-value milestones (e.g., attaching the Executive Briefing notes directly to the "Executive Briefing Completed" Milestone). (Referencing Community Idea: Assign Timeline Notes to Specific Milestones, plus two linked in that same idea for context)3. Standardization of Admin UI & System Fields (Created By / Modified By)Standardize system metadata fields (Created By, Created On, Modified By, Modified On) across the Milestone Administration UI and related settings tables to align with standard Gainsight UI design patterns.(Referencing Community Idea: Consistency in the UI: Created By/On & Modified By/On)Business Impact & Value Eliminates Human Error: Prevents CSMs from manually selecting automated, backend-only milestone types meant exclusively for system triggers. Cleaner UX & Faster Execution: Reduces C360 Timeline dropdown bloating so CSMs see only the actionable, manual milestone types they actually need. Richer Context & Storytelling: Tying Timeline notes to specific Milestones gives leadership and cross-functional teams immediate context behind key account achievements. Better Governance & Administrative Efficiency: Gives Admins precise control over automated vs. manual milestone logging without clunky workarounds, while maintaining UI metadata standards across the platform. Complements Long-Standing Community Requests: Addresses core Timeline hygiene challenges alongside long-requested features like milestone reordering and admin UI readability. Mockup: Timeline Administration UI Improvements SuggestionP.S. This request initially started as a solve for the first issue (System vs. Manual Milestone Governance). However, given the compounding challenges around Milestone Administration, I decided to expand and consolidate these closely related ideas into a single request for easier review and context.
Currently in Gainsight Horizon Analytics you can only sort data by one dimension (column) at a time. I would like the ability to: Sort by Column A, and then by Column B (currently it is column a OR column b) When using a Row Grouping, sort by my row grouped field and then each group by one or more dimensions without impacting their position in the overall grouping. For example: Grouping by customer name I want that sorted alphabetically. Then I want to sort timeline entries by subject (alphabetically) and then activity date for each customer. These two later sorts shouldn’t impact the position of the customer in the overall group by sort. Have the ability to have this sorting configured as a default by the admin, but have end users able to update and save sorting preferences similar to how they can global filters today. I sort of use the terms rank/sort interchangeably even though one is probably more appropriate to use.
Problem: Our team manages PX implementations in more than a dozen products, and feeds the resulting insights to our CS team via the PX<>CS integration. One of the biggest challenges is maintaining an actionable feature usage health score in Gainsight CS that is meaningful across all of the products. Each of our products, or the very least each product category, requires a dedicated set of CS rules (and sometimes data designer objects) that synthesize the raw adoption data from the PX connector into something indicative of product-specific feature usage health. The initial configuration and ongoing maintenance requires cross-functional effort, and as a result, always includes some amount of compromise due to resource constraints. Issue Impact: Product mapping change management is a clear example of an impact of this limitation for any enterprise maintaining several products in PX. Given the current constraints, when our team makes changes to a product map that will impact our product-specific feature usage health score, they need to:1. Know that those changes will impact our product-specific feature usage health score. Each person making changes to the PX product map needs to understand the downstream dependencies is CS.2. Effectively communicate those changes to a CS admin who, in turn must similarly have some baseline familiarity with the respective PX product map in order to make the necessary changes in Rules Engine. If the above doesn't go well, then we end up with a silent failure, where the product-specific feature usage health continues to be calculated in CS, misaligned with the PX product map. Proposed Solution: The Account-Level Insights that were introduced with the redesigned Accounts Explorer in the July 2025 PX release include a Core Feature Usage health score. This feature usage score allows our team to define product-specific feature adoption health scores in PX in a streamlined, easily-maintained way. The proposed solution is that the currentPeriodValue for this newly introduced PX-native Core Feature Usage score from the Account-Level Insights be added to a PX Connector object like "Tracked Account Product Metrics" so that the synthesis of the product-specific feature usage health scores can be configured and maintained alongside the product map in PX, and then folded into the larger health scoring scheme in CS as prepared measure. Solution Impact: Any ops team maintaining a multi-product PX implementation will save time on both the initial configuration and the ongoing maintenance of a product-specific feature adoption scores by moving the analysis configuration upstream to PX. Given that the solution already exists in the Account-Level Insights from the July 2025 PX release, the ask to simply extend the value of that capability by adding it to a product-specific account-level object in the PX connector. The 3 other Account-Level Insights would not have much value for us as they are largely redundant with existing connector KPIs. Similarly the previous period and trend measures would not be necessary. The real value is in the currentPeriodValue for Core Feature Usage score. Workarounds: My understanding from this post is that PX Account-Level Insights are headed for the REST API in the next release. At that point the REST API would be a potential workaround, but that approach introduces additional integration complexity. A native connector update would be faster to configure, easier to maintain, and more consistent with existing PX-CS data flows.
Currently the only indicators for any content (question, discussion, article, comment) in the frontend are the publish date and time, as well as the author’s username. There is no way for anyone to see if (and when) content has been updated after the initial publishing. inSided communities rely on the users’ manual addition of something like (“edited on 11.02. to add information”) within the text body. We propose that any piece of content gets an additional info field below the text body that shows the following information if content has been edited after publishing: phrase “Last edited” timestamp with date and time last edit’s username optional: number of edits made in total optional: reason of edit (e.g. “Fixed a link”, “added information”, “typo”) The benefits are: better transparency make it harder to manipulate content without anyone noticing less effort for users and moderators to manually add this information This is one idea of how it could look like:
The Staircase handoff agent produces some great readouts & suggested actions re: goals, key stakeholders, open concerns, etc. However as of now, those are strictly limited to visibility within Staircase or exporting a .pdf document. There doesn’t appear to be any way to send these items (outside of the high-level summary) into CS or utilize them in the creation of a Smart CTA/Success Plan for a CSM.With the upcoming introduction of AI Success Plans, and to limit a CSM having to export the .PDF & either manually create a SP or ask Claude to do it based on the document, it would be amazing if Staircase could auto-create these assets based on the findings of its analysis
Within C360, provide a view that displays upcoming Journey Orchestrator (JO) Programs that a Company/account is scheduled or expected to receive. This would give CSMs direct visibility into upcoming automated customer communications from the C360 page, enabling better awareness and coordination of customer outreach.
Users are given a notification when they are included in a Timeline Activity with an at mention. However, if they need to find a Timeline Activity after they were initially tagged, there is no way to search or report on the Activities when someone is at mentioned in Gainsight. Our users are requesting a method to find these activities.
This would hopefully be an easy fix, but what may come as a surprise to some is that the Summary Ribbon may not always be the first thing someone wants on their GS Home Page.For example, we have some “help text” on our dashboards (e.g., brief explanation of what you’re looking at, links to enablement and support docs, etc.) via text widgets. We would do something similar on our GS Home layout and would want that at the very top. Unfortunately, if the Summary Ribbon is enabled that can ONLY sit at the top of the page - this doesn’t make sense from a workflow perspective. For new/first time users, having that context and links to other info at the top makes sense, and then have metrics, attributes, highlights, etc and the ensuing reports flow after that. Having summary KPIs, then a text block, and then the rest just doesn’t make sense ALL of the time.So having more placement flexibility would be great. It also has the benefit of giving us an experience more consistent with Dashboards, which users are already used to.
We surely are an edge case, but unification shows some (too many) company records exist… in up to 8 duplicates. So what’s that? An hectoplicate? (👋 sales messing around in Salesforce and creating the same account 50 times). It’d be great if we could just merge all the “duplicates” identified through unification in one go instead of having to perform 7 merges when we have 8 dupes. Just let us pick the master like we can today and then we’ll decide what to keep from one or the other (or other other) record. One would argue to fix Salesforce and the sales process: the creed is to not make it harder for sales to sell. So… Sadly not an option.
We extract data from Gainsight using a filter on the lastActivityAt field, expected to be updated whenever there is activity on a topic, such as adding a reply, selecting the best answer, changing tags, merging topics. Currently, lastActivityAt only tracks genuine posting activity on a topic, the original post and new replies. It is not bumped by metadata changes like marking a best answer, adding or removing tags, or moving/merging a topic. Workaround offered to use Webhooks is not sufficient for our business case. Suggested solutions:The best solution is to have the lastActivityAt be triggered whenever a metadata changed, on the top of new content created. The second best option is to have a new field with this metadata: lastModeratorActivityAt. This is critical for our community with 70+ technical moderators who closely monitor results, their KPIs and increase their efficiency.
Currently, MCP can access Company data, but it does not support updating Company custom fields.It would be helpful to add support for updating Company custom fields through MCP, with admins able to control which fields are editable.This would enable use cases such as updating account attributes and other custom Company data directly from MCP-driven workflows, while allowing administrators to manage field access as needed.We have a current use case that requires updating Company custom fields through MCP, and the lack of write access is a blocker for the project we're working on.This enhancement would reduce the need for custom automation when the desired outcome is simply to update approved Company custom fields.
We’ve had Staircase rolled out for a while now, we do not need “New” to be listed on the tab of our C360 (it’s just plain incorrect!). Please can you remove this hard coded part of the UI?
Add a system email trigger that automatically notifies users who are subscribed to an article whenever that article is updated.Currently, subscribers can receive email notifications for activity such as new topics and replies, but updating the content of an existing article does not generate a notification. This creates a gap for communities that maintain evergreen documentation, product guidance, release information and other frequently updated resources.
We’ve experienced an issue with some select Companies where one recipient may be listed at multiple Companies with identical names. While this in itself is not ideal, our SFDC configuration requires it and I’d prefer to maintain parity between SFDC and Gainsight. Since the Company names are identical, our end users have no way to confidently select the correct Company in the conflict resolution pop-up when emailing one of these contacts through the Gainsight Assist email plugin. This problem would be far less of an issue if we had some additional data displayed along with the Companies in that pop-up which identified the Companies. GSID comes to mind, but is very long. If you could allow end users (or admins) to configure the search results in Assist in the same way that we do in Gainsight itself, we could add fields from Attributes at will. See excellent recreation below for reference...
Once a learner clicks Start and enters the question flow, the quiz description/instructions screen is no longer accessible from within the quiz. The back arrow in the top-left corner navigates out of the lesson entirely (back to the course or home page) rather than back to the quiz intro screen. There is currently no built-in control to return to the instructions mid-attempt.The challenge this presents is that for quizzes with instructions/context, students cannot toggle back and forth to see their assignment. It creates a confusing navigational experience.
Use case:We have some Customers that have my own org’s internal contacts in the Person object [eg: user@myCompany.com]When the CSM [user2@myCompany.com] composes an email in Gmail and has the Log to Timeline set as true and there are no actual contacts of the customer in the “To” line [eg: user@customerCompany.com], the CSM is not prompted with a screen to validate/see in which customer the Timeline entry is being logged in, inadvertently making a Timeline entry that wasn’t intended to that particular Customer. The same happens if the customer has several affiliates and the contact is missing in the Company that the CSM is intending to log the activity... the CSM will not realize the activity was logged into the wrong Company and neither that the contact is missing.Same scenario if they are intending to log a reseller’s email, the contact can be missing in the account they are intending to log the email to, and will end up inadvertedly logged into a wrong account.Is it possible to always prompt the user with this screen to show the Company Record where the activity is being logged into? (and the “Search a new account too of course) Also, will be ideal to show more data (e.g, the searchable field set in “Search Configuration”). See my awesome drawing for reference: Log to Timeline pop-up
Our customers would love to have the ability to search through the members database. For example: they are looking for other members within the same workfield of with a certain expertise, so they can easily get in touch with them of follow them. This feature would also be very helpfull to us as the community team: For example: we can filter members by expertise, get in touch with them, build relationships with them and stimulate user generated content We are a B-2-B software company. I am curious to see whether other (B-2-C) companies would also consider this feature as valuable.
We’ve had Staircase rolled out for a while now, we do not need “New” to be listed on the tab of our C360 (it’s just plain incorrect!). Please can you remove this hard coded part of the UI?
As a global organization, we have a number of users from countries where English may be spoken but is not the primary language (Japan, South Korea, etc.). As of now, neither Gainsight CS nor Staircase offer UI translation options which impacts their usability of the tool in a comfortable fashion. What’s worse is that, while there are some potential AI-powered translation options (namely in Staircase) they areLimited to AI-generated information vs. UI or communications Org-wide vs. user-to-user which negates the functionality for a global organizationWhile third party extensions are available, that opens the door to further PII & business data concerns. We’d love to see Gainsight implement better translation options to support these types of users.
Please add automated email as a type of activity that can be added to the global saved views.
Hi allReferencing this question: And because:[SPOILET ALERT]: we can’t force update Gainsight Home Identifying the rogue users is overly cumbersome Asking support to force remove dependencies is really a waste of Support’s resources In what universe did it: Make sense for inactive users to create dependencies on Gainsight Home (especially where we can’t delete such users)? Make sense for active users to be stuck with old reports and old data → at best, it makes sense for them to decide if they want to see a report or another, but if a report is removed, it must be removed for them as well! Make sense to not be able to force update layouts to all users: Notification settings for GS Home | Gainsight Community (no, logging as them to force update Gainsight Home isn’t an option as figuring out who the rogue users are is cumbersome and chasing them to update is equally not helpful I’m turning the above question into an idea so we can get the upvotes going (for which I take 0 credit) but it needs to change:Admins must be able to force updates to our chosen users, groups of users or all users at any time. Inactive users, when inactivated, if they have created some dependencies through any form of customization, should be updated in such a way that no dependencies remain. Because currently, what we’re experiencing is this: Gainsight Home | /ˈɡeɪnsaɪt hoʊm/ | (abbr. GS Home)noun1 : Where admins must embark on epic quests to remove dependencies from the ghosts of deactivated users.2 : A feature that traps end-users in a time capsule of potentially outdated data. ThanksA
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