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    6164 Ideas

    bradley
    bradleyExpert ⭐️

    Cheat Sheet Reporting: Add Links to MDANew Idea

    Currently there are two newish MDA objects for reporting on the Cheat Sheet AI in the R/C360:Company Cheat Sheet Relationship Cheat SheetWhile it is useful information in there (Object Glossary can be found here) there is a really glaring omission in my opinion - The links to the source material.When you’re on the Cheat Sheet itself, you can expand and entry and get links to the entries that generated the particular entry: This helps answer the basic question of “where did this summary point come from?” and is helpful while AI still has a propensity to hallucinate, or the notes are not done very well in Timeline, or a host of other reasons.The odds are, if you’re trying to use this object, you’re trying to put the data somewhere *other* than the C360, and as a result you’re losing out on the very helpful context. I’m sure this isn’t an easy ask as you can apparently have more than one Timeline entry in that section, but I would like to have access to the “Links to original post” links when reporting on the Cheat Sheet objects. Please, no nested JSON though because that doesn’t do anything for us.

    0
    bradley
    Forum|Forum|1 year ago
    TMaier
    TMaierHelper ⭐️

    Improve User Experience When Loading Data Via CSVNew Idea

    Today I had the first occasion to load data to an MDA via CSV upload since Data Management’s Horizon-ification update. It has not been pleasant. I don’t mean to come in too hot here but I did want to share my experience and some (hopefully constructive) suggestions/critique. Below are some of the issues I had and accompanying suggestions. 1.) When creating the schema for a new MDA via CSV upload, all fields defaulted to Boolean datatypes. This may have been an oversight on my part, but I don’t recall any obvious option to configure that during the upload.If a default datatype needs to be selected as a starting point, can I suggest that it at least be String? Boolean feels like it will be incorrect more often than it happens to be correct - at least String has a fighting chance. 2.) When loading actual data, the Data Type Attribute column is entirely blank… 3.) After verifying fields mappings and hitting Upload CSV, nothing much happens. A progress spinner can be seen behind the field mapping window. It is not obvious what, if anything, is happening at this point. Can I close out of the field mapping window, or will that interrupt the upload? This is where I stopped understanding whether my clicks had been acknowledged, and what was happening with the data. At minimum, that progress spinner should be brought to the foreground in front of the field mapping window and it should be paired with a short message explaining that data is being processed. The user should not be able to interact with field mapping config or hit the upload/cancel buttons at this point. 4.) Eventually, the progress spinner vanishes but I am still hanging out on the field mapping window. Do I close it now?A message explaining the outcome of the action should pop up here once it is finished, OR if it will take a while that should at least be explained. A success notification email should be sent out once the process finishes. The field mapping window should close, and the user should be returned to (an automatically refreshed) Data Operations page. 5.) Ok I closed the window, but there are no records in the MDA according to the Data Operations screen. Using the refresh button on the screen does nothing. Refreshing the entire webpage and then finding and reselecting the MDA, then navigating back to the Data Operations tab, DOES show some data - but far fewer records than I’d expected.It was not clear that data was accepted at this point, if it was still being processed, etc. The built-in refresh button may need some work as well, since I had to refresh the entire browser window to see any new data. That may have been coincidental - data may have loaded while I was refreshing the browser and navigating back to the MDA to check again. 6.) I decide to delete the partial dataset so I can start over, because I don’t believe I’m able to specify an upsert key when uploading data from a CSV here - so I’ll need to clean out the existing data before retrying to avoid duplicate records. Am I correct that you cannot upsert during a direct upload via CSV? That should be an option. If it IS an option, I completely missed it. 7.) The deletion process is super slow. During this process, the missing records start to trickle in after a few refreshes - so I guess it wasn’t done loading the data. Since I’ve already started deleting the data, though, I have to now wait for the deletions to finish AND for the missing data-in-transit to load to the MDA. I have no indication of how that process is proceeding.It feels like record deletion is MUCH slower than it used to be. Is there a reason for that? I got a series of 3 emails reporting the results of the data deletion, two of which told me that the actual number of records deleted was fewer than the expected number - with no other information as to why. Final thoughts… The experience of setting the schema for a new MDA via CSV upload, and especially the experience of attempting to upload data to that MDA via CSV, is not very intuitive or responsive. I think a small acknowledgement after users take an action would go a long way towards improving the feel of the process, but overall there seem to be some performance issues that I don’t recall having in the old system.  I appreciate that you guys probably worked hard on this, and all, product updates and I don’t want to sound too harsh. I appreciate the work you guys put in, but this particular update needs work if it’s going to be anything I would willingly use for my work again. I will be running CSV uploads via the rules engine instead.

    5
    alizee
    Forum|Forum|1 year ago
    Thomas Deely
    Thomas DeelyContributor ⭐️⭐️⭐️

    tagging aged postsNew Idea

    Can we have the AI add warning labels and notifications to aged posts? 

    0
    Thomas Deely
    Forum|Forum|1 year ago
    cmultanen
    cmultanenHelper ⭐️

    Improve reporting on Associated Records for Timeline ActivitiesNew Idea

    Currently, there is no easy way to report on if a timeline activity is only logged to the Company but not the Relationship via an associated record.The Problem:Our CSMs work primarily on the Relationship-level but use the Gong integration which only logs to the Company-level. We have provided instructions and guidance on how to associated a Company activity to the Relationship but discovered that the Activity Timeline object does not have any fields for Associated Records. This made it difficult to show CSMs which calls needed to be connected to a Relationship vs which ones had already been logged.Short term solution:I was able to build built a data designer with the Activity Associated records - All object but this is not an ideal solution because it does not support lookups, requiring additional steps and clicks for the CSM.  I feel like there should be a more turnkey solution for determining if an activity is only lives on a Company record. 

    0
    cmultanen
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Mass select and mass actions in DD / HRE / New Query Builder to facilitate deletion / repositioning / layoutNew Idea

     Hi all,This has been on my mind for a while as a side admin frustration. Working a lot in DD and HRE but now also in Dynamic JO (in the program steps), I am often frustrated at not being able to mass select and mass edit tasks in those two tools. Why do I want to mass select?To be able to perform mass actions on tasks (i.e., delete, move (especially when importing a template which systematically imports itself in a defined invisible location on which there is more often than not already a task To be able to fix the layout and select a group of tasks to “move out of the way” when they import themselves on top of another or my design grows)Why do I want to mass edit?Takes too long on big designs to delete a bunch of tasks to fix something upstream (because we cannot rebranch in DD and HRE) Takes too long to rearrange a bunch of tasks when they overlay othersIn short it just takes too long. What mass edit actions:Delete tasks Move tasks (but that should basically be drag and drop) Delete actions on selected tasksMight be nice: mass edit titles and descriptions but that’s not the core of my frustration. I also want to ensure that when I import a template it’s automatically “pre-selected” so I can easily move it out of the way right away in case I already have a design underneath…  The below screenshot is to illustrate the mess that goes on and how painful it is to move and delete things in “batches”. Data Designer & Rules Engine (and I assume, the new query builder) Dynamic JOThanks!A

    4
    dayn.johnson
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Allow reorder case statements in rules engine / data designerNew Idea

    Hi there,It seems that we’re not able to re-order cases in case statement fields in Data Designer, Query Builder (JO) and Rules Engine. Use case for reordering:Move from 1 to several cases, which calls for changing case order Mistake in the build (not realizing that a case is cancelling the first one when you build)  How should it work: Ideally, we should be able to reorder the case statements exactly in the same way we’re able to re-order actions in Rules Engine: drag and drop the cases up and down.We should also - like we can in filters - be able to create the case “in the middle” of two cases to avoid these issues (in the above screenshot example, it wouldn’t change anything but it would when there are three or more cases) with a plus sign after each case, to add the next case where we want in the sequence.  Thanks for chiming in and listening!cc @rakesh 🙃

    5
    dayn.johnson
    Forum|Forum|1 year ago
    bradley
    bradleyExpert ⭐️

    Update Field Names in S3 Export When ChangedNew Idea

    Here’s the basic issue: Changing the field name/label/display of a field does NOT change what is exported in S3 in Horizon Rules. Basic ask: Allow for field name changes to be reflected in S3 export. Additional context:You have a transformation task off of which you have an S3 export. You create a field on that transformation task and need to change the name after creating it. Regardless of if you change the label or display name, the original field name will always show. Renaming and resaving your tasks doesn’t help. It will only update how it is shown in the rule, not in the export of the data itself. A suggestion from support was to build an action off of the task and see if that helps. Unfortunately that’s not currently how S3 exports work (plug for this: )so that isn’t helpful. The existing workarounds are essentially to:Never need to change the name in the first place Delete any impacted fields and re-add them with new names before saving the task Possibly adding extra unnecessary tasks, changing the names before saving the step and then exporting off of that None of those workarounds are a particularly great or intuitive user experience, especially if you’re adjusting an already in place rule. Not to mention troubleshooting gets interesting if your file headers don’t match any of your field names.

    10
    shambhawi
    Forum|Forum|1 year ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    Allow re-naming Case Numbers (Data Designer, Rules Engine)New Idea

    Please make it easier for us to organize our case fields by renaming them. Case 1, Case 2, Case 3 is just not good. Also related to this one (re-ordering cases). It just makes sense. 

    1
    angela_domenichelli
    Forum|Forum|1 year ago
    Thomas Deely
    Thomas DeelyContributor ⭐️⭐️⭐️

    does gainsight support hierarchy of user groups?New Idea

    For example a global finserv group with regional groups. A post could be sent to one or many of the groups. 

    0
    Thomas Deely
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    Improvements needed to Gainsight Home widget click-thrus/drill-downsNew Idea

    I like the concept of being able to quickly click thru and see Open, Overdue and CTAs due this week, but the implementation isn’t as useful as it could be.  Four columns max is too limiting (especially as it relates to #3 below). At a minimum we need to see the CTA Name, Status, Company, Due Date AND Owner. I realize this is a summary, but those are all the key details a user needs to see at a glance. Changes to the column order revert back when you leave the click-thru.  Allow user to choose if they want changes to the column order be sticky.  It shows ALL CTAs for an account to which the filtered user is associated, but doesn’t allow for the ability to only view CTAs they own. Need a checkbox or something a user can select to “show only CTAs I own”  LINK TO THE CTA.  What is the point in showing the CTAs if there is no way to click-thru directly to it? For the love of Pete: BE MINDFUL OF WHITE SPACE.  This is just embarrassing: This is all in addition to the fact that when you click on the Distribution by Health widget, it does not show the scores (see below) which is clearly a bug for which I’ve opened a support ticket.I’m sure I’ll find additional items to add here.  

    6
    sjacobi123
    Forum|Forum|1 year ago
    spencer_engel
    spencer_engelExpert ⭐️

    Consistency with "Created Date" and "Closed Date" on Call to Action ObjectNew Idea

    I was doing some reporting on CTAs today and noticed that “Closed Date” on the Call to Action object always shows the same time (in my case, 6:30 a.m. CT) no matter when the CTA is actually closed. This seems weird, considering “Created Date” is also a date/time field and works properly, resulting in things like this: The CTA is -15 minutes old???I opened a ticket with support and was referred to this documentation, which says “Close Date”, “Due Date”, and “Original Due Date” must be ignored. The phrasing is weird, but essentially it means that those fields’ time component are worthless, despite being date/time fields. I can accept Due Date and Original Due Date being generic dates (although why have them be date/time fields then??), but Closed Date should absolutely be populated with the accurate time if Created Date is. It’s just silly otherwise. Please consider this enhancement.

    1
    TMaier
    Forum|Forum|1 year ago
    kristin_f3c469
    kristin_f3c469Contributor ⭐️⭐️⭐️⭐️⭐️

    Sync CTA to Salesforce Task (without requiring a CS Task)New Idea

    We'd like to have the ability to have a CTA sync with a Salesforce task directly, without having to create a task off the CTA. This is important for giving visibility to non-Gainsight users of activity done by the AM, and keep things simple for the AM when documenting interactions with the Customer. As a side note, I thought this Idea was previously posted but couldn't find it. thanks Kristin

    13
    kstim
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Allow filters on CSTask bi-directional or auto-sync optionsNew Idea

    Hi thereLike is the case with Timeline sync, Cockpit task sync should feature a “filter” option so we may decide what kind of tasks to sync, and not have to either open the floodgates or not without an in-between.I can workaround this with rules engine, however, I don’t have a proper bi-directional sync option with rules engine, which means I may lose on some updates or have to build a very very complex rule to get that up and running decently well.  It’s about consistency and parity. ThanksA

    1
    kstim
    Forum|Forum|2 years ago
    B.Abrahams
    B.AbrahamsContributor ⭐️⭐️⭐️

    Gainsight Assist Chrome Plugin: Admin Controlled FeaturesNew Idea

    A lot of the updates brought to Gainsight Assist has added a lot more work for our team and for myself as an Admin. We really did not have any struggles or frustrations with the tool in the past.  It would be nice to see some admin controlled options where we can turn off some of the new functionality, for example, we do not want our team logging emails as an EBR activity. We have requirements in the timeline activity for note taking and custom fields that are required, we have had to start auditing them because it’s throwing off snapshotting of past and upcoming EBRs as well as reporting we pull for comp plans. We only want emails logging as emails as it has been in the past, EBR’s, Health Checks, Ect. need to have the CSM go through Home to get to Timeline.  Additionally, I feel like the auto-resolution that is in the Gong integration would help here where the most represented company is set as the primary context automatically.

    0
    B.Abrahams
    Forum|Forum|2 years ago
    godwinContributor ⭐️⭐️

    Additional configuration options for Chrome PluginNew Idea

    Now that you can select any Activity Types while sending an email to Timeline - Please provide admins the ability to Select a default Activity Type which reduces the clicks to select something other than Email. Just like the Gong  Allow the option for Email Activity Type to be deactivated

    0
    Forum|Forum|2 years ago
    zach_davis
    zach_davisHelper ⭐️

    Bring the SFDC links to Mini 360New Idea

    Can we get the SFDC Account, Opportunities, Contacts, Related Contacts links brought into the mini-360? The workflow for a user, from cockpit, to have to click on a company name, open the mini-360, click the company name again, click the 3 dots and select one of these items is terrible. We’re heavy Salesforce users and have received a lot of feedback on this workflow. Seems like it would be an easy add. I now have to introduce my users to the User Setting to ‘disable 360 in the sidebar’ just to avoid this workflow.

    1
    spencer_engel
    Forum|Forum|2 years ago
    upendra_damacherla
    Gainsight Employee ⭐️
    upendra_damacherlaGainsight Employee ⭐️

    Journey Orchestrator Programs TestingNew Idea

    It is not easy to test JO for all branches in short time, if we can provide a “Next” and “Skip” buttons at each step this will help to easily test the overall flow and also help taking some manual actions on participants when required rather waiting in the live program based on the wait times. This will be really helpful for JO reliability as we can test every possible scenario quickly.

    0
    upendra_damacherla
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Update Sharing Group Data Permission Experience to Match User GroupsNew Idea

    TIL “User Groups” and “Sharing Groups” are different things and have very different experiences for admins.In order to set up a user group to manage asset permissions to a dynamic group of users, for example quickly adding a Manager user group to a GS Home view, a dashboard, or reports, you have to go to Administration → Data Permissions → Sharing Groups.The experience in this page is very dated and...odd. First you need to add Company, User, and other MDA objects into a cached attribute section. Then you can have access to the fields to use in the filter criteria. Meanwhile, there’s another more intuitive and easily accessible feature that seems similar called “User Groups”, that’s already hosted right inside the User Management page. You may think that this would be to set up groups of users for easy assignment of permissions or access. But apparently you would be wrong! This experience is already a much better user experience for admins, and it works exactly as you’d think. Why can’t I just use these User Groups to assign permissions or access to GS Home, Dashboards, data?Please help make this experience better for us admins!

    1
    darkknight
    Forum|Forum|2 years ago
    Mark Green Consensus
    Mark Green ConsensusHelper ⭐️

    System Emails label change in Control.New Idea

    System Emails in GS CC: Please update the label to de-gender the text. 

    0
    Mark Green Consensus
    Forum|Forum|2 years ago
    austin_hendrix
    austin_hendrixContributor ⭐️⭐️⭐️

    Uncap the number of emails cc'd in Journey OrchestratorNew Idea

    Currently there is a limit of three email addresses that are able to be cc’d in Journey Orchestrator programs. I would love to see this number either expanded or uncapped as we have comms. (specifically account transitions) where we want to copy 5+ different users on the emails to clients. 

    7
    dayn.johnson
    Forum|Forum|2 years ago
    Ravindrach
    RavindrachContributor ⭐️⭐️⭐️

    All Email Template are not Appearing in JO simple programNew Idea

    [Enhancement request]In the JO simple programs, when we select any email template with the survey initially, it will filter for survey-only templates and there is no way to select the other email templates without survey.We need to build a new program if we need to select other templates. Can we please check this and resolve it.

    0
    Ravindrach
    Forum|Forum|2 years ago
    rschlette
    rschletteExpert ⭐️

    Add Custom Buttons to Navigation barNew Idea

    Presently custom buttons are bound to the div.apt-guide-content-wrapper, aka the engagement content body. Users want to be able to add custom buttons to the div.px-step-navigation so they appear inline with guide navigation like next, skip, back, etc. We can use CSS to position custom buttons as if they are in the navigation bar, but this approach is not reliable across end user experiences. The current advice is to hide the navigation bar and recreate all of the guide navigation using custom buttons alone. This is cumbersome, and leaves significant gaps. Custom is requesting to actually be able to add Custom Buttons to Navigation bar

    0
    rschlette
    Forum|Forum|2 years ago
    rschlette
    rschletteExpert ⭐️

    More Steps in Path AnalyzerNew Idea

    Path analyzer is currently limited to 5 steps. I’m working with a customer who is requesting the option to see up to 10 steps in the path analysis. Their user paths are relatively long and divergent, so 5 steps fails to capture a sufficient model of the user journey.

    0
    rschlette
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Improve Email Bounce List and Email ValidatorNew Idea

    I’m turning what was originally a question, into a product request so it can be voted on:  I also want to call out @caffeinatedadmin s suggestion post on the topic here: https://community.gainsight.com/members/caffeinatedadmin-4657  The issue, essentially, is GS customers share sending IPs with other GS customers (as I understand) so if someone in my IP cohort isn’t good with using operational emails that can cause problems with my contacts. There’s no visibility into this or any real way for admins to do anything if they now have “bad contacts”. Email validator is a clunky and not particularly robust or effective solution.

    7
    stevepost
    Forum|Forum|2 years ago
    alf.deezerContributor ⭐️

    To be able to tag users by blockNew Idea

    Hello, it would be great if we can be able to tag users in our communities by block so they can be notified when we tag them on any article.Especially by just copying and pasting all the users that you would like to tag (following the @ symbol) i.e. @SarahAlejanda @elmeryusf @drak @Antonio Gaytn @Amor Etrno @Leo.ntero @Hmbot @JOR PANIGUA AEJO @Luis Manuel @Fer @Ricao kn etc.

    0
    Forum|Forum|2 years ago

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