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    Idea Pipeline

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    6164 Ideas

    bradley
    bradleyExpert ⭐️

    360 in sidebar - Expand to Same TabNew Idea

    Today, if you’re on the 360 compact view and find one of the many reasons (source) you need to go to the fully 360 view for, when you open the new tab via the icon, you’re not taken to the same tab you were on.For example, if I’m on the Success Plan tab of the compact layout, and click the iconExpand IconI’m not taken back to the Success Plan tab. I have to find it again, which may be in a different place because the settings are evidently different between big and compact 360. So, congrats, you’ve just added at least 2 extra clicks to the CSM workflow.

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

    360 in Sidebar - Create Success PlanNew Idea

    Allow users to create success plans from the 360 compact layout.I’m on the Success Plan tab and there’s no option: Instead, you have to expand it to get the option: 

    0
    bradley
    Forum|Forum|2 years ago
    Ravindrach
    RavindrachContributor ⭐️⭐️⭐️

    E2T- Notification email image change request.Development

    [Customer request].Hi Team,Customer would like to see few improvements in the E2T email notification. Below are the scenarios.Scenario1: If customer signature has more than 5 images and every time they log a timeline getting the below notification. The outcome is the email is logged. Scenario 2: While logging a timeline with a character count of more than 33K, they are receiving the below notification. The outcome is timeline didn't log. For both the cases, they are receiving the email with envelopes with a red circle with an X. Customer would like the problem identification to happen more quickly, especially if most of the time they are ignoring because it’s issue #1. they don’t want to have to open the email to read the specific issue. Net, they need to know more quickly what happened.Kindly review and change the image to be different for an attachment error vs. the no-log error for easy identification.Thanks,Ravindra

    3
    ChiragJ
    Forum|Forum|2 years ago
    sainyam_sandhuContributor ⭐️⭐️⭐️

    Allow flagging some Gong meetings as a different activity type based on a filter criteriaNew Idea

    Currently, we have all Gong meetings synch into Timeline as activity type = Meeting. We would like to filter some gong meetings and flag them as Monthly Governance Meetings instead based on the filter that customer meeting was attended by sponsor, setting a flag as true in the activity. Currently, we dont seem to do that for certain Gong meetings and CSMs have to update the activity manually.

    0
    Forum|Forum|2 years ago
    joel.adkinsContributor ⭐️

    Find and ReplaceNew Idea

    A Find and Replace tool in Gainsight CE course content would be amazing! I don’t know of other LMS tools that provide this.  Case Use: We offer customer-facing training and internal product training. Sometimes features get a new name or a slight change and we have to dig through all course content to make the change. Would be a nice future forward option to have a find-and-replace text tool for course content. Then I could enter the old name of the feature and put in the new name to replace it and the content is updated across all courses. 

    0
    Forum|Forum|2 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Improve parity between Report Builder and Scorecard WidgetsDevelopment

    There are slight differences between Report Builder UX and Scorecard Widget UX. Improving the parity between these two seemingly identical features will help admins.Report renaming (can rename report in Report Builder when editing/building the report, cannot do this in Scorecard Widgets) Click & drag fields to Filter Double-click a field to bring it over to Show Me Ranking & Sorting options (for example, if I want to create a Mass Edit report for Top 10 Accounts by ARR...)

    13
    bradley
    Forum|Forum|2 years ago
    joel.adkinsContributor ⭐️

    Media Library FoldersNew Idea

    Our Media Library in CE is messy and will continue to be messy. I have to track my media in a separate spreadsheet so I know where to go to replace individual files as our software changes. It would be nice to have folders in the Media Library to sort content. We are using our CE for both customer-facing training and internal-product training. So all content is spread across multiple audiences. I am worried that something that should not be customer-facing could be used easily and causes a security risk for our internal teams.  It would be nice to be able to sort content into folders and even share permission levels by folder. I could create a folder that could be Internal-Only content and then there could be a Customer-Facing content folder. We could also have a SHARED content folder where some content may overlap. 

    0
    Forum|Forum|2 years ago
    kevinwesley-lynchContributor ⭐️

    Admin Permissions and Audit History/Change-logNew Idea

    We have several types of internal users that interact with the CE platform for adding users, enrolling in courses, checking progress, and looking at reports. The current structure of groups and permissions does not allow for much control and seeing who is doing what.We have the need to allow for a user in between “Manager” and “Admin,” meaning we need users to see all groups and enroll in all courses, but not touch any course content/settings, or platform settings. Also, as the main admin, I have been requested to see who added a certain user or who enrolled a learner in a specific course...there is no audit trail/history or change-log that I can see.

    1
    Forum|Forum|2 years ago
    kbertelsExplorer ⭐️

    Enhanced Timeline entry for JO Program email.New Idea

    Ability for CSM / TAM to see a survey response on timeline entry for JO Program email. Currently you can see the email status by email recipient but it would be nice to have another field hat showered the survey response.

    0
    Forum|Forum|2 years ago
    kbertelsExplorer ⭐️

    Account Team Notifications When JO Survey is Added to TimelineNew Idea

    Ability to create some sort of notification for CSMs / TAMs when a survey email is added to timeline so they are aware that their customers are impacted and can help follow-up.

    0
    Forum|Forum|2 years ago
    kbertelsExplorer ⭐️

    Ability to CC internal Account Team on JO EmailsNew Idea

     Ability to truly “CC” account team members on a JO program emailI.e., 1 email would have x number of contacts from customer and then CSM / TAM listed in the CC line. Current ‘copy’ functionality sends 1 email to those on copy for every customer contact meaning the Genesys account team members can get upwards of 5 of the same email.

    0
    Forum|Forum|2 years ago
    Bhagi Mundru
    Gainsight Employee ⭐️
    Bhagi MundruGainsight Employee ⭐️

    Support more than one action for custom buttonsNew Idea

    Hi Team,In cases where custom buttons need to perform multiple actions—such as redirecting to a URL in the end application while simultaneously updating a custom user attribute in PX—it would be helpful to have the option to support more than one action for these buttons.

    0
    Bhagi Mundru
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    juan.delrio
    juan.delrioHelper ⭐️⭐️⭐️

    Automatically add group creator to "Join Request Notifications"Current Behaviour

    When I create groups, the “Join Request Notification” is below the fold and does not automatically add the creator.   This needs to be automatic.

    8
    Sebastian
    Forum|Forum|2 years ago
    safiya
    safiyaContributor ⭐️⭐️⭐️

    Reply Notification for Author ResponseOpen

    Hello!We have had a few community members bring this idea to us, so thought to add it here. The ask is for a setting allowing notifications only when the original topic author’s responds to their own post. Sometimes a topic can get busy, so it would be nice to know when and if the topic author returns with additional comments. In one of our  community member’s words - “Unless I religiously browse to the topic again after each response, I never know that the topic owner has replied. It would be a useful feature to be able to select getting an email when the topic creator replies, even if it is only for the "question" type topics.” Current email notifications available  

    2
    Sebastian
    Forum|Forum|2 years ago
    laura.porcincula
    laura.porcinculaContributor ⭐️⭐️⭐️⭐️

    Add User Role to Event registration exportOpen

    Please add User Role to Event registration export, we have a community of customers and non customers and I need a quick way to identify if attendees are customers or prospects for my reporting. 

    2
    Sebastian
    Forum|Forum|2 years ago
    Lais Laudari
    Lais LaudariContributor ⭐️⭐️⭐️

    Export members/users list after applying filtersOpen

    I would like to be able to export members list after appliyng specifc filters.

    2
    Sebastian
    Forum|Forum|2 years ago
    lyoungContributor ⭐️⭐️⭐️⭐️

    CC Calendar ViewClosed (Duplicate)

    We’d like to be able to have a full calendar view of all the upcoming events - perhaps a monthly layout where customers can see at a glance what is going on, on what day. 

    2
    Sebastian
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    New CC-CS OOTB DashboardNew Idea

    The new dashboard is nice BUT I would like to make some minor report adjustments and I cannot do that as these are considered system reports, so I need to clone every single report and rebuild the dashboard. This is unnecessarily frustrating and this solution would be much better provided as a Sightline Vault installation. If the goal is to get multi-product adoption, why is Gainsight making it more difficult to actually get there?

    3
    dayn.johnson
    Forum|Forum|2 years ago
    Sharon BokContributor ⭐️⭐️

    Blog: Optimizing Customer FeedbackNew Idea

    Gathering customer feedback is crucial, but how do you ensure you're collecting the right insights at the right moments? The secret lies in a well-mapped survey strategy that aligns with your customer journey and business goals. In this blog, Optimizing Customer Feedback: How to Map, Align, and Improve Your Survey Strategy, Grace J. Tester, Sr. Manager of Strategic Client Development with nCloud Integrators, dives into the three essential steps for creating a feedback process that helps drive actionable improvements.Read the blog: Optimizing Customer Feedback: How to Map, Align, and Improve Your Survey Strategy (ncloudintegrators.com) 

    0
    Forum|Forum|2 years ago
    pranaykundarapu
    Gainsight Employee ⭐️
    pranaykundarapuGainsight Employee ⭐️

    Global search logic to show the values in descending orderNew Idea

    Hi Team,We have a usecase from customer wants to configure the search logic to show the values in descending order to the custom currency field as every time the search results show the records with an value of $0.Can we have the functionality improved to add a sort criteria using the requried fields.

    0
    pranaykundarapu
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    nk64Contributor ⭐️

    CE Product Idea Recommendation - Search featureNew Idea

    Search Functionality Enhancement: Suggesting improving the search functionality within the LMS to allow for module-level searches, for instance in the homepage.

    0
    Forum|Forum|2 years ago
    yksugeExplorer ⭐️⭐️⭐️

    Allow Free Layout of Person on the People MapNew Idea

    It would be helpful if People Map allows for the free layout of Person, enabling more flexible hierarchy settings. Currently, in People Map, when adding a new person, we must provide a hierarchy relative to an already added person, so It is difficult to add a new person who does not have a direct relationship with existing ones.Also, It would be helpful if we could add fictitious persons to People map, not just from existing Persons, to visualize departments or persons that we have not been able to engage with.

    0
    Forum|Forum|2 years ago

    Autogenerate community content from RSSOpen

    We’d love to see an option to create a category which autopopulates from an RSS feed while still allowing for replies/comments, likes, shares, etc. on that content. In our prior Slack community we were able to have some channels that fed in the latest blog posts, case studies, etc. but there isn’t a way to do this now that I can see.

    4
    Forum|Forum|2 years ago
    rschlette
    rschletteExpert ⭐️

    Engagements On-demand via link, like Appcues PermalinksNew Idea

    In Appcues, permalinks allow users to relaunch guides, announcements and surveys at-will for testing or for user engagement. Permalinks are often used as a link from a targeted email, but do not require the engagement audience logic to be dedicated to the link. By clicking a permalink, Appcues content will be manually called so when the user is redirected, and the content will be fired based on the permalink. In PX imagine being able to use non-url based rules in audience logic like User and Account attributes or feature usage to trigger an engagement, but permalinks provide an alternate link-based trigger mechanism apart from the audience logic. An additional use case here is engagement approval. If a PX admin wants to share an engagement with the exec team for approval, they are limited to either:share a screen cap edit the audience logic, make the engagement live, and share a sequence of actions to trigger the engagement in-app ask the approver to log in to PX, fin the engagement, switch to the editor, and launch a preview to the correct urlThe permalink would be a one click engagement launch from an email.Appcues doc is here https://docs.appcues.com/en_US/user-experiences-studio/permalinks

    0
    rschlette
    Forum|Forum|2 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    HTML to style the Event Date/Time in the System Emails for New EventsNew Idea

    IMO, 2025-01-31T12:00:00-05:00 is pretty brutal for the {event_time} variable in the new event system emails. Is it possible to style it to a simpler date format via HTML? Even just 2025-01-31 would be an improvement. 

    6
    DannyPancratz
    Forum|Forum|2 years ago

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