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    6164 Ideas

    ben
    benHelper ⭐️⭐️⭐️

    How do you re-order pages in a Survey?New Idea

    I have been working on a survey that uses pages to separate out branched questions. In this process, I've tweaked the flow of things and would like to re-order the pages. Unfortunately, I am not seeing how that can be done.  Any guidance here? Separately, Is there an easy way to move a question from one page to another? All in all, I want to avoid recreating a bunch of things. Thanks!

    10
    dayn.johnson
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    rule test actNew Idea

    Hi there,This has been on my mind for a while. When using the “run test” in rules engine, it seems the test rule doesn’t go to the end of what it could test.It will generate your data set from your tasks. It will apply the criteria in the action. BUT it won’t tell you if you have made a mistake in your action setup (i.e. the identifier, for example).Here’s an example. I’m updating tags in the company object, from an object where I have the relationship ID (and via lookup the company ID), which displays as GSID. I get absentmindedly to the action settings, and I map the GSID to the GSID. Well the test is going to show me there was 815 successes in my first action. TEST RUN LIVE RUNIt doesn’t tell me that there would in fact be 0 pass, because the source GSID doesn’t match the target GSID (relationship vs company). BUT, it should do that. It should identify, during the test, that there would be 0 pass if we were to run this live.Please make this happen, so testing doesn’t end with the the criteria, but ends with a test on the action (how many records WOULD pass based on the identifier). ThanksA 

    1
    romihache
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Ability to turn off Company Logo on ReportsNew Idea

    For reasons passing understanding, the latest release includes the addition of the Company Logo in the “Company Name” column of reporting:Very logo. Much wow.There is already numerous posts about the amount of whitespace, truncated text (like this one), and yet instead of improving this it was made materially worse by taking up the space with a logo.A tiny logo, that unless you zoom in 200% you’re unlikely to really get much recognition of, and doesn’t really seem to serve much purpose. Additionally, if you don’t populate the logo it just looks like this:  I’m thrilled for the company that really uses this and wanted this feature, but it would be great if we could turn this off either globally, or at the report level as an opt IN.

    10
    romihache
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Prevent query from syncing right after program cloningNew Idea

    Hi thereWhen one clones a program (dynamic), with a query, the query starts to sync upon cloning without letting us adjust said query (which seems a logical sequence of action to edit the query after cloning) or do anything else, really. It is a waste of time to trigger the sync of a query we haven’t yet modified or we haven’t yet modified the program. The reason for cloning is often that a change needs making (to regionalize, to adjust, to make up for the fact we cannot edit a live program). There is no need to sync the query right after cloning. I would request that the query doesn’t sync on its own until we have gone in and clicked on “save & sync” OR on “Sync All”.ThanksA

    3
    alizee
    Forum|Forum|2 years ago
    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Push New GS Home to UsersNew Idea

    I’ve noticed, only by screen sharing with CSMs mind you, that many of our users are using outdated versions of GS Home that are riddled with outdated reports, using incorrect fields, filters, and all around missing out on updated experience with the feature.As an admin, there are two major limitations with the current experience using GS Home:Admins have limited reporting visibility to the customizations end users have made across the entire platform (apart from logging in as each individual user, which is NOT a scalable solution for this use case), and cannot easily see which reports they are using in GS home When a new version of GS Home is developed, admins should have the ability to push this version to all, or a subset, of users to keep them using consistent reporting.This could appear as a push notification for the end user saying “Your admin has published a new version of the GS Home page, would you like to preview or use this version?I’ve seen the idea of allowing users to flip between their personalized version and the admin published version of GS Home, which is also a great idea. Thank you!

    2
    romihache
    Forum|Forum|2 years ago
    marykate.schilterContributor ⭐️

    Ability to choose Activity Type with Chrome PluginReleased

    Hi there! Is there a way to select an "Activity Type" before logging the email to my Gainsight timeline? When I select the "Log to Timeline" box with my Chrome plug-in, it appears in my Gainsight timeline with the activity type "Email". This means that, once the email is sent and logged to my timeline, I then have to navigate to my Gainsight timeline and update the activity type manually. It would be helpful to be able to select the activity type before I "Log to Timeline" so its recorded correctly and seamlessly to my timeline.Thank you!

    4
    Ritika Jindal
    Forum|Forum|2 years ago
    Brayden
    Gainsight Employee ⭐️
    BraydenGainsight Employee ⭐️

    Add Created Date as an available field for Activity Timeline Type ConfigurationsNew Idea

    Hi Team,I am submitting this idea on behalf of a customer. Issue: With Gong Recordings taking as long as they are to be created in Gainsight it is causing so much unneeded attention and concerns.One very seemingly simple thing we want to do is to display the Activity Created Date on the Timeline Activity, yet for some reason it is not available.Solution: Make Activity Created Date/Time available as a field to add to our Activity Timeline Types Page Layouts.Or, if I am missing something, please don't hesitate to humble me and tell how I can add it.Another solution is to allow us to create formula fields on Timeline. It would be helpful to have the option to give visibility on the Timeline Activity. This would shed light on situations for which Activities are retroactively created. Currently, the only way to get this visibility is by creating a Report on Activity Timeline. 

    0
    Brayden
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    cmultanen
    cmultanenHelper ⭐️

    Allow the use of Equals when filtering DatesNew Idea

    Currently, if you try to use the Equals operator for time periods when filtering on date fields in Rules Engine, you get the following error:  This means that I have create one filter to be >= This Year and another to be < Next Year which is not a great admin experience. There is no such limitation in Report Builder. Can we please have parity between date filters in Rules Engine and Report Builder?

    0
    cmultanen
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Goals & Objective Association - Thanks, but Improvements Please...New Idea

    We're happy to finally see that there has been some progress made on this. However, the actual functionality is quite sub-par. Once a Goal is associated to an Objective CTA, there is no indication about these associations on either the Objective level or the Success Plan --> Goals level. Since we are heavy users of external sharing, this is going to lead to a gap with our customers where we can't show them the steps we are taking to help achieve their Goals and the progress toward them. The only way to actually get to it is by navigating to the Customer Goals C360 tab. It should be far better integrated.This is how a support rep summarized this feedback and visualized it: https://share.zight.com/kpuvd1d6

    0
    gunjanm
    Forum|Forum|2 years ago
    jenniferpa
    jenniferpaHelper ⭐️

    Add Search Dynamic Program Email Preview for Specific ParticipantsNew Idea

    With the release of Dynamic Programs, the email preview is limited to a random sampling of 19 participants.  This is a loss of functionality from the “Old Version” where we were able to search the email preview by email address to view the email version with data for the specific participant to validate version filter and merge field configuration.  It also prevents us from being able to send the participant version email copy to our email requestors for review and approval; if we send from email template, the merge fields will display default values instead of valid participant data.   According to Support, the “Old Version” participant search functionality was due to a loophole to see participants outside the 15 provided as a sample. this loophole was removed because Maintaining data for every synced participant even before the program gets published could lead to performance issues. Without the ability to search for specific participants who meet  complex version criteria, we are forced to bypass the final email approval process by requestors and send untested emails to customers.  This can have exponential negative impacts to our business and end users, based on email topic, if a field is mapped incorrectly, does not display as desired, or a version filter is incorrect.   This ask here is to have the ability to preview emails by any participant in the Dynamic Program to allow for complex email validation or a different way to validate version filters, merge field mapping, and merge field data format ahead of the email send.    

    0
    jenniferpa
    Forum|Forum|2 years ago
    Johnk
    JohnkHelper ⭐️

    Undo MergeNew Idea

    It would be incredibly helpful to be able to unmerge ideas.I try to confirm with members before merging but now again we find ourselves needing to un-merge ideas. For example, we had a new idea come in that sounded like an older idea. I asked the member of the new idea if they thought it was similar enough to merge, and they said yes. Then the member who posted the older idea disagreed.When this occurs I’m forced to either ask a member to resubmit the idea, or I have to post the idea and merge the member’s into mine (which isn’t optimal as we want them to have the credit). I feel like this must have been requested before, but couldn’t find anything when I searched. 😕

    0
    Johnk
    Forum|Forum|2 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Fix the Column Resizing in Report Builder from the August 2024 ReleaseNew Idea

    An unwelcome change from the latest release is that the column resizing got all messed up in Report Builder. Check out the below GIF.  We never have a “type” that’s more than 12 characters or so. Same thing with “Source.” And yet the Report Builder is forcing me to accept about double or even triple the white space that I need. Not only is this annoying for new reports I’m putting together, but it has forcibly reset the column widths of some crucial reports we had on our C360 and dashboards that now are forcing our end users to scroll side to side. The unnecessary scrolling is something we’ve worked hard to avoid, and now we’re back to square one. I’m struggling to even understand the reason this change was made and who this benefits. Please consider fixing quickly.

    7
    Forum|Forum|2 years ago
    ramos.vonageContributor ⭐️

    Having multiple CRMs for one Gainsight NXT instance?New Idea

    We currently have multiple Salesforce instances, as well as multiple Gainsight NXT instances. As we continue to cross sell and expand, we are in the need to bring all of customer information to one centralized place. Currently, our CSMs need to have access to each CRM and Gainsight NXT instance to look up what services/products each customer has, which can be time consuming. Unfortunately, we do not have any immediate plans to merge the Salesforce instances, as this would be a huge project that is not currently in our roadmap. It would help us out a lot if there was a way to connect 2 of our Salesforce instances to one Gainsight NXT instance. That way we can leverage Relationships and our customer information would be more centralized for our CSMs, making Gainsight a more useful tool for our teams.  

    4
    saltamash
    Forum|Forum|2 years ago
    MonaContributor ⭐️

    Path Analyzer Enhancement: flexibility to narrow its focus to specific mapper modulesNew Idea

    The Path Analyzer only displays the Top 10 features, which can be limiting for applications with extensive click options like ours. We would greatly benefit from the ability to narrow the Path Analyzer's focus to specific module groups.

    1
    rschlette
    Forum|Forum|2 years ago
    romain
    romainContributor ⭐️⭐️⭐️

    Reverse UI changes around Objective Category visibility during the manual Objective creationNew Idea

    Recent UI changes have buried the Objective Category under the more section of the manual CTA creation process.Please revert this UI change. The CTA Objective Type config is not respected  

    3
    sacha
    Forum|Forum|2 years ago
    heather_landgraf
    heather_landgrafContributor ⭐️⭐️⭐️⭐️⭐️

    Is there a way to create an activity type but restrict who can see/use it?New Idea

    Had a request from mgmt to have the ability to have an acitivty type that only they can use - ie Mgmt Updates. Is there a way to do this? or something in the roadmap?

    6
    kevinolayta
    Forum|Forum|2 years ago
    kraschkeaxonContributor ⭐️⭐️

    Update Outlook Plugin to accept additional Associated CompaniesNew Idea

    Our team has found the Associated Records/Companies addition to timeline to be extremely useful as many activites span across multiple accounts.  We are still struggling with Outlook communications not allowing associated companies, which requires manual intervention today, and simply doesn’t happen many times.  

    0
    Forum|Forum|2 years ago
    travis_floyd
    travis_floydContributor ⭐️⭐️⭐️⭐️⭐️

    Hard to Read Pick-lists in CTA Tabs when "Edit" not enabled.New Idea

    When adding informational Pick-List fields for CTAs where the EDIT option is turned off, specifically on the Company Tab in my case, but could be on other tabs, the resulting view is VERY hard to read.  Gray on Gray for the fields.  I get setting the background to Gray when it can’t be edited, but the TEXT needs to be black.  

    2
    bradley
    Forum|Forum|2 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Allow multiple Summary sections to be added to c360New Idea

    We would love to be able to add different summary sections within the 360, the attributes work great for some relaying of information, but the widget/box layout of the summary section is able to relay information in a different way and show it’s importance, it would also visually break up the 360 if we could combine both (along with the other widget options) which enables to include more information without the viewer being data-blinded.    It would also be great if we could choose whether to have the right hand box or not included, so we could just elect to have the 3 x 2 boxes (or 4 x 2 boxes in lieu of that space)    

    7
    amanda.caldwell
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Include External User TrackingNew Idea

    On two objects:User Login History GS Asset Usage TrackingRight now we have no indication of whether a customer has actually looked at content we have shared with them from within Gainsight, or how frequently, etc. 

    1
    sarahmiracle
    Forum|Forum|2 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Make it easier to turn off or revert back when new features are released (specifically sidebar 360)New Idea

    I’d like to see Gainsight make it much easier for end users to turn off new features when applicable. My particular inspiration for this post is the sidebar 360, which as admins we were forced to take an all-or-nothing approach for our end users when turning on. Predictably, while quite a few of my teammates loved it, there were also some who did not like it and wanted to revert back. I found myself having to (a.) figure out myself how each end user could turn off the sidebar 360 themselves, which was buried in the documentation, then (b.) having to individually ping each of said teammates the instructions. Why not just make it easier in the product for end users to revert back to the old way of things with a change like this - especially if you’re going to force admins to roll out to everyone no matter what when rolling it out? An example: For years, Salesforce, had an easy-to-find “Switch back to Classic” button when they migrated to Lightning. Why not have a similar concept with the sidebar 360 and other similar features? I know you’re definitely able to create this kind of experience if you want. Also, I understand you want end users to adopt the new features, but sometimes you have to meet them where they are and either let them adopt on their own time or just accept that some will never want to adopt it for various reasons, and that’s ok.

    0
    spencer_engel
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Expand Activity History on Customer Goals to Other ObjectsNew Idea

    Clearly the functionality is possible. At least starting with user-facing areas, please expand this to:CTA Success Plan Timeline activitiesAnd make this reportable.If you really like us Admins, please also expand this to detailed config update llogs on things like:Rules Data Designer JOMore info!

    0
    gunjanm
    Forum|Forum|2 years ago
    JoelEatonHelper ⭐️

    Allow matching question types in static quizzesNew Idea

    As an academy admin I want to be able to use matching questions in static quizzes so that I don’t have to create a question bank just to include a matching question then a dynamic quiz, when my quiz is not dynamic. I’ve never quite understood this one - there’s no pedagogic reason or use case that I can think of whereby having a matching question in a static quiz is going to cause issues. Matching questions are actually one of the most interactive OOTB components in CE, for learners. Having to create question banks (which are solely meant for dynamic quizzes) just to be able to use them in static quizzes has always baffled me.

    0
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Allow Rule Load to Profile Picture (IMAGE) FieldNew Idea

    There is a field name on Person called Profile Picture of type IMAGE, same thing on User. If I can get to a source photo file via SFDC or even Community hosted online, e.g. a URL with a .jpg extension, I should be able to use Rules to load images to these. In fact, a Slack integration creates a Slack Staging object which has a Image URL (String) field - would love to pre-load these into the User object. TL;DR: allow us to write to Profile Picture fields on Person and User via Rules!

    5
    saltamash
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Option to Push DD Template Update to DesignsNew Idea

    More of an admin QoL wish list item than a huge annoyance or blocker, but I’ve had several cases in recent weeks where I’ve needed to update a design that was based off a template (in several places) and I had to make the changes in all designs the template was used in, plus the template itself. Which caused significant extra work since it wasn’t a small design.Could we have the ability to push template updates to live designs?Use case: I’ve made filtering changes/changed a merge to left instead of right or similar, and I want the change to be reflected to some or all the designs the template is used in.Would need to be able to select what designs to push changes to in a granular wayI’ve also thought about changes that would involve adding data sets to the template and pushing that down to designs by considering the template as a “fetch from template” instead of “copying the template” into the design, but there are other ways to achieve this + it could cause other kind of chaos.

    2
    dayn.johnson
    Forum|Forum|2 years ago

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