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    5685 Ideas

    A
    AnitahgContributor ⭐️⭐️⭐️⭐️⭐️

    Schedule product updatesOpen

    Hi, would it be possible to be able to schedule posts? Our tech writers publishing release notes and our documentation would in particular benefit from this feature. 

    18
    erin.brisson
    Forum|Forum|19 hours ago
    Wes French
    Wes FrenchContributor ⭐️⭐️⭐️

    Admin Configured Task LayoutsNew Idea

    Problem: Custom fields added to the task layout is displayed on ALL tasks. Solution: Admin configured task layouts based on CTA Type and/or Timeline Activity Type.Activity Timeline Example Use Cases:1. The CSM adds a task from a ‘Risk’ activity timeline type, I would like to be able to configure a custom task layout that only links to the ‘Risk’ activity timeline type and allows the CSM to capture ‘risk’ related information in the custom admin configured task fields. 2. The CSM adds a task from an ‘Update’ activity type, then the admin configured task layout could be more simple. Maybe just a description field along with the standard defaults.Same for CTA’s…CTA Type Example Use Case:1. The CSM creates a Customer Goal and also creates a CTA and links the CTA to the Customer Goal record. The CSM chooses ‘Customer Goal’ as the CTA type. I would like to configure a custom task layout that is only linked to the ‘Customer Goal’ CTA type. Summarize:Admin configured task layouts based on CTA Type and/or Timeline Activity Type would create an overall improved user experience when customization is needed at the task level within each organization.

    1
    E
    Forum|Forum|21 hours ago
    K
    kumaranbcakContributor ⭐️⭐️⭐️⭐️⭐️

    The Object Dependency feature needs significant improvement to be truly useful for admins.New Idea

    The Object Dependency feature needs significant improvement to be truly useful for admins.First, the dependency view must allow filtering of dependent rules based on meaningful criteria such as: Active / Inactive Scheduled / Not Scheduled Read vs Write dependencies Without this, it’s extremely difficult to identify which rules are actually impacting an object versus those that merely reference it.Second, the Object Dependency feature still shows obsolete rules that no longer exist in the system, including older generation rules that pre-date the Horizon Rules Engine. This creates confusion and reduces trust in the dependency data, especially when we are performing cleanup or impact analysis.There is also a suggestion in this thread to rely on Analyzer, but unfortunately this is not a reliable alternative. In multiple cases, Analyzer does not surface correct or complete dependency information.For example:In our Gainsgiht instance, The “X” field on the Person object is actively used in several rulesEven after repeatedly refreshing the Data Flow Diagram, Analyzer does not show the respective rules at all. This is just one example among many.Additionally, earlier this week I attempted multiple times to refresh the Data Flow Diagram, but it did not refresh for at least four days, further limiting its usability.As admins, we need a reliable, accurate, and filterable way to identify dependencies before making changes to objects or fields. Today, neither Object Dependencies nor Analyzer fully meets that need.

    0
    K
    Forum|Forum|1 day ago
    DavidNewman
    DavidNewmanContributor ⭐️⭐️

    Sentiment Reporting Based on Timing/Stages/LifecycleNew Idea

    One of the challenges our organization faces has been determining how long in the case process it takes for a customer to start becoming frustrated.  With StaircaseAI’s ability to detect negative sentiment combined with it’s integration with Salesforce Service Cloud cases, I’d love to see the ability to do reporting based on the case opened date to the date of the detected frustration.  We currently collect this kind of data with CSAT surveys at case closure, but that doesn’t give us insight into the moment when sentiment starts to plummet.   We’d love to provide our support and engineering organization with data that shows customer expectations in order to set performance goals around those targets.  While I’m specifically talking about cases, I think it would be equally useful for other date based analysis.  I could see it being used for future opportunity tracking integration, escalation management processes, or even basic analysis of customer age and/or lifecycle stages.  

    0
    DavidNewman
    Forum|Forum|1 day ago
    J
    JNPowerFactorsContributor ⭐️

    Shared Spaces Needs a Report Download OptionNew Idea

    Hello!We have been in the process of moving to PX from another analytics provider and adjusting our flows to meet our internal and customer’s needs. One thing that our customers often ask for is recurrent usage reporting for their employees on our products. On previous providers this was fairly simple to do on a password protected externally facing page. On PX there is no external reporting functionality at all. Our work around was to create a pipeline to push the granular usage data into CS (no small feat) and use the Shared Spaces to make the reports externally facing. But come to find out there is no way for the end user to download the report?!This seems like a bit of an oversight, I recognize that not all reports shared with customers should have default download capability, but there should absolutely be an option in the UI to enable external download from the Shared Spaces.PLEASE add this feature!! Thank you!!

    0
    J
    Forum|Forum|1 day ago
    P
    PollySimsContributor ⭐️

    Default to logged-in user for Timeline task ownershipNew Idea

    It would be amazing if the tasks generated from the AI Followup in Timeline could be defaulted to the logged-in user or another named role. We love that we can create tasks from the followup items but for each one the user has to add themselves as the task owner (its default owner is blank). Most of the time the person sorting through the list of followups from a meeting would be the person owning the tasks, so if makes sense (for our use case) that all tasks default to that user and they can set other users as task owners if needed.Thanks!

    0
    P
    Forum|Forum|2 days ago
    kelly
    kellyHelper ⭐️⭐️⭐️

    Would be great if we had Dynamic Content functionality for emailsParked

    Has Gainsight considered the use-case for dynamic content over variants? There are some instances where it would be great to be able to have blocks of content that change within an email, where everything else stays the same. Dynamic content blocks could be referenced multiple times across many email templates.For example - the footer is localized for regional addresses. The same block would be used across all emails, and only need to be built with filters that are defined once. Instead, I have to create many duplicates of a variant, add the filters to each variant, even if all of the other content remains the same, it’s very inefficient. Given the restraint on the number of variants currently supported, I’ll run out quickly when I have both content and footer changes to account for regions and languages. 

    32
    dayn.johnson
    Forum|Forum|2 days ago
    C
    charlotte.lavioletteContributor ⭐️⭐️

    Option to remove attachments on Emails - Gainsight Email assistNew Idea

    I have run into scenarios where I need to log an email through gainsight assist but because of the files attached that are images on an email signature that are too large I can’t log the email. I have to forward the email to myself and remove the file attachments to log the email.Can we have an option to remove files? I know there is a ask for letting large files through, but what about just allowing us to remove the files or certain files? Can that be an option?

    0
    C
    Forum|Forum|2 days ago
    E
    EBrozioContributor ⭐️

    Customizable navigation bar with dropdown for external linksOpen

    Hi,We're currently implementing Gainsight Communities and would love the ability to create a dropdown menu in the navigation bar for quick access to external resources like our partner portal, blog, etc.Right now, it seems that adding a dropdown with external links requires building a fully custom HTML menu, which doesn't dynamically adjust if we make changes to the community structure. This limitation makes it less flexible and harder to maintain.It would be great to have more user-friendly options to customize the navigation menu, especially with a simple dropdown for external links that can adapt to structural changes in the community.Thanks for considering this enhancement!

    8
    dawn.wayland
    Forum|Forum|2 days ago
    Tanja
    TanjaHelper ⭐️

    Export data from one specific topicClosed (Won't Do)

    Hi all, I would be nice to be able to export an excel from one specific topic. By this i mean: List of all replies from one specific topic and see: who wrote what (name, mail address, customer number, reaction, rank) Why do i want this? For example: I have a topic on my community were people can apply for something. I want to have a list in excel so i can e-mail al of them And now i have to make a list manually and check over 100 accounts to get their mail address Takes a lot of time!

    4
    Aleksandra
    Forum|Forum|2 days ago
    R
    ronaldContributor ⭐️

    Conditional statements in Journey Email BodyParked

    Is there a way to include conditional values/statements in body of the email journeys? As in if certain data points exist, then insert Y statement, and if another data point exists, then insert Z statement?Wanting to adjust a few lines of content in the same journey for each recipient based on a few parameters -- like does the recipient have Y trait, or do they have Y+Z trait

    6
    CC Admin
    Forum|Forum|2 days ago
    S
    sainaveenGainsight Employee ⭐️

    Linked object doesn't populate Relationship GSID on CTANew Idea

    If the CTA belongs to a Success Plan at the relationship level, and the Relationship GSID is not automatically populated in the linked object.When configuring a linked object, the Admin can select a lookup field from the linked object, and this selection is intentionally restricted to Company-level fields.The selected lookup is used to establish the relationship between the CTA and the linked object, and Cockpit auto-populates this field during creation.Other fields are not populated because the current design does not support auto-population beyond the chosen lookup.Please enhance this to get the ability to select the relationship level field to get this auto populated in the linked object.   ​@AshutoshSingh

    1
    alizee
    Forum|Forum|2 days ago
    mlevota
    mlevotaContributor ⭐️⭐️

    Automaticly notify author when topic is published with AI Moderation Agent onNew Idea

    It is mentioned that by default, posts are moderated without user notifications and that our community team can notify authors via the Notify Authors button in the Control… but it does not do the same for when a post is approved and posted. Would love a way  to automatically notify the author when their post is approved and published with the AI Moderation Agent turned on

    1
    revote
    Forum|Forum|2 days ago
    emiller
    emillerHelper ⭐️

    Fill in Contact/Account in Community-to-CaseNew Idea

    I have been testing the Community-to-case feature in the CC Salesforce integration as a potential workflow for routing community questions internally, and I discovered that after the case is created, the integration does not fill in the customer contact & account from Salesforce even if the community user is linked to a contact.  I verified with support that this is “working as designed.”  I get that there may be instances when the wrong contact is matched, but the amount of extra work required to manually add the contact after the fact makes this feature far less useful. Please consider at least adding an option to the integration settings to let customers decide whether or not they want to associate the contact to the case.

    0
    emiller
    Forum|Forum|2 days ago
    bradley
    bradleyExpert ⭐️

    Whitespace Expansion is for Sales, not Design!Discovery

     I’m not sure if this is a recent change and it seems that it is, but even if not what possible reason is there to clip the rule names and then have all this blank space next to it? I use a wide monitor, but this is a window taking up only half my screen. It looks the same on my smaller laptop. This is not a screen resolution problem, this is a design problem.This kind of design does not seem to indicate the users experience is considered at any point, but instead some arbitrary aesthetic. @ophirsw I know you’ve seen my various posts on whitespace and I’m sure are thrilled to see another :) I don’t search these things out and I’m not particularly jazzed about writing these but it seems that this issue of gratuitous whitespace at the expense of product usability seems to keep happening. Is there a better way we can communicate how inconvenient these changes are? Is there some other method we can employ that will have a substantive impact on the way these changes are considered to better take the user into account before implementing? Not trying to be dramatic, but more and more screens we jump to are getting increasingly irritating to use. Thanks :)

    33
    dcassidy
    Forum|Forum|2 days ago
    F
    flangsamCommvaultContributor ⭐️

    Additonal Row for C360 Tab ScrollingNew Idea

    On C360 we tend to use a lot of different tabs where the scrolling from left to right (multiple clicking) becomes tedious even though theres a 3 button option to see all and scroll down. The request is to add an additional row on C360 for the tab list to have a more overall view of all tabs on one page or as much as possible. 20-30+ Tabs but would like it a singular view or condensed view to see all tabs available for 2 or multiple rows of C360 tabs stacked on each other. 

    0
    F
    Forum|Forum|2 days ago
    AndrewK
    AndrewKContributor ⭐️⭐️

    Some legitimate CSS properties are not recognized by the community platformNew Idea

    Hi all,I noticed several CSS properties are not recognized by the custom CSS interface and result in an error that prevents publishing.So far, I’ve found the following unrecognized properties:aspect-ratio gap row-gap webkit is also not recognized Idea:Instead of preventing publishing how about a warning with the option to “Publish Anyway” Thanks!

    0
    AndrewK
    Forum|Forum|2 days ago
    S
    stacynContributor ⭐️

    Mass Approve/Validate CTA EmailsNew Idea

    The ability to mass approve CTA emails is a feature that would be instrumental for our CSMs. Can there be a way to select all/multiple validate email tasks and approve for sending en mass through cockpit?

    0
    S
    Forum|Forum|2 days ago
    S
    stacynContributor ⭐️

    Token Access to a User Managed Email SignatureNew Idea

    We strive for customer communication consistency no matter the place an email originated. It’s a big miss that Gainsight CS doesn’t natively have a way for users to manage/import email signatures to match exact styling format as seen in Outlook/etc. If there could be a way for the CSM to manage email signatures in there user profile that would great! Then give Admins the ability to access that field as a token mapped in email templates.

    0
    S
    Forum|Forum|2 days ago
    S
    stacynContributor ⭐️

    Exit Participant from Program-Triggered CTA in CockpitNew Idea

    When a CTA is fired off from a JO Program step, the CSM could have the ability to knock off that participant through the CTA/Task view in Cockpit should that participant no longer need to continue on in program journey. This is a functionality they were previously used to having in ChurnZero.

    0
    S
    Forum|Forum|2 days ago
    S
    stacynContributor ⭐️

    Manually Enter Participant to ProgramNew Idea

    It would be great to have the ability for a CSM to manually enter a participant into a program regardless of audience configuration trigger. This is a functionality they were previously utilizing with ChurnZero.

    0
    S
    Forum|Forum|2 days ago
    S
    stacynContributor ⭐️

    Track & Action on Email Replies from JO Element OutcomeNew Idea

    The ability to track email replies is a necessity for us to efficiently run our Growth CSM side of the business. I noticed this idea came up in the community over 7 years ago and I still don’t see an update from Gainsight team. Outside of open/click rates, is there a plan to add the ability to track if an email was replied to? So we can take action off of that reply ouctome from the email element within a JO step.

    0
    S
    Forum|Forum|2 days ago
    wpatterson
    wpattersonContributor ⭐️

    Inject AI “Cheat Sheet” context directly into CTAs and Playbook Step text (dynamic field)New Idea

    Gainsight AI (ex: AI Cheat Sheet) can summarize useful customer context (timeline highlights, NPS/CSAT, open cases, key activities, etc.), but CTAs and Playbooks don’t currently have a way to pull this information in. In practice, that adds admin time and increases the chance that the CTA is completed without the right prep.Feature requestEnable CTAs and Playbooks to reference and display an AI-generated summary inside: CTA description/body Playbook step text (Optional) a “Context” panel on the CTA itself Ideally this would be a dynamic token/field, for example: {{AI_CHEAT_SHEET_SUMMARY}} Or a configurable “Insert AI Summary” option that injects the latest summary at CTA creation time, and optionally refreshes on open. Why it matters / Impact Reduces “research time” per CTA (especially exception-based CTAs like cadence calls, renewals, risk follow-ups) Improves quality and consistency of outreach because the relevant context is right in front of the CSM Less CTA fatigue and fewer missed details

    1
    nick.anagnost
    Forum|Forum|2 days ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Allow associate to Relationship/Company in Timeline for Success Plan ActivitiesNew Idea

    We have a need to collaborate on Success Plans were multiple users are completing work and want visibility into the progress against CTAs and Timeline Activities.  Those Timeline Activities should be visible on multiple Relationships / Companies, but according to ticket 308212, if a Timeline activity is created on the Success Plan, it can only be associated to CTAs by design.  Please address this product gap.

    2
    Chelsea.holfield
    Forum|Forum|3 days ago
    Samuel Meek
    Samuel MeekContributor ⭐️⭐️

    Clickable images?Open

    Good morning! With other versions of community software I have managed, it was possible to post an image that would also double-up as a clickable hyperlink to another page; so for example, the BB Code would be: [ url=websiteexample.com][ imageexample][ /url] Of course, when you click on an image using the InSided software, this creates a full-size image view pop-up, so I understand why this wouldn't work, but it would be a 'nice to have' feature if there was a why to do this? Thanks, Sam

    10
    danielwal_coco
    Forum|Forum|3 days ago

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