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    6164 Ideas

    perry_rogers_10158d
    perry_rogers_10158dContributor ⭐️⭐️

    Increase Maximum number of fields per objectNew Idea

    I am working with a very large organization that has a need to have more than 200 fields per object. The business has multiple business units that use Gainsight, however, we are unable to combine all units into one with the current field limit on objects. Specifically, we want to add more than 200 fields on the Relationship and Account objects. These objects are at their field limit so we are unable to expand our use of Gainsight to more business units. Creating more objects is not an option as we need to have these fields directly on the Relationship and Account objects for reporting, rules, scorecards, and more. 

    2
    nick.anagnost
    Forum|Forum|2 years ago
    ajitshukla
    ajitshuklaContributor ⭐️

    C360/R360 UI ImprovementsNew Idea

    Please see the screenshot attached. Is there a way to make this hover a more meaningful like probably providing a description/help text for user to under what that data shows, instead of showing "Editing this field requires additional permissions. Please reach out to your Gainsight Administrator to request access." ? This does not make any sense and it would be nice if we can configure it to show some meaning text that is configurable by admins. 

    4
    kstim
    Forum|Forum|2 years ago
    danielle.kirwinContributor ⭐️

    Mandatory marker on courses or training pathsNew Idea

    Would love to see some sort of marker or indicator where you could deem a course or a training path mandatory for a learner.

    0
    Forum|Forum|2 years ago
    danielle.kirwinContributor ⭐️

    Add a due date to a course or training pathNew Idea

    Would love to be able to add a due date to a course or training path when it is ‘assigned’ to a learner.

    0
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Gainsight Home should support other lookups besides GSIDNew Idea

    Gainsight Home is a great concept but too limited in its execution.I shouldn’t have to sync records from Salesforce over to Gainsight objects in order to surface SF-based reports on GS Home.In Dashboards, I can match SF Object::SFDC User ID to the GS Object::User::SFDC User ID in filters so that I can dynamically filter Salesforce-based reports alongside Gainsight-based reports: Home should allow the same thing but it doesn’t.  This makes Gainsight Home far less useful than it could be.  

    1
    saltamash
    Forum|Forum|2 years ago
    kumaranbcakContributor ⭐️⭐️⭐️⭐️⭐️

    Gainsight Home - Summary Ribbon must have the ability to show the Drill Down report viewNew Idea

    Hello Team, It will be great if the reports/attributes in summary ribbon enabled with the possibility of showing the drill down report. So that when a CSM view the home page, they can have a detailed and interactive info available when needed. 

    14
    sarahmiracle
    Forum|Forum|2 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    End Users configure Order of Cockpit GroupsNew Idea

    My end users would like to configure the order of the grouped items in Cockpit for themselves.  The strongest use case is to order overdue above due this week and upcoming when grouping by Due Date, but I could also see this being useful for other groupings such as Company / Relationship Name, as users have preferences for seeing those items in a unique order.

    1
    bradley
    Forum|Forum|2 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Gainsight Home feedbackNew Idea

    Blockers to using:Cannot re-label global filters.  Since we use lookups, each filter would be labeled GSID Different Home experiences for different personas (similar to c360 assignment layouts) Activity type when using a scorecard object defaults to Update, but should default to Health Score UpdateNice to haves:Ability to lock global filters - for example, managed as Customer Widgets should be clickable in Summary Difficult to re-order (screen share might be needed) Cannot create filters on non-Company objects - for example, Timeline author or CTA owner

    23
    Tomas Trijonis
    Forum|Forum|2 years ago
    aimeeContributor ⭐️

    Gmail integration - choose Activity TypeNew Idea

    Hi team, love the Gmail integration to automatically log emails to Gainsight with the click of a button.  Thank you for building that!  Idea: Could we add an option to choose the activity type in the Gmail integration as well?   Why:Currently we’re duplicating work logging calls, projects, key discussions, etc. manually in Gainsight and over email for a record with our customers, creating operational inefficiencies for the company and reducing time that could be spent moving forward customer initiatives affecting the bottom line.    If we could re-categorize key emails recapping key meetings or insights & next steps with key customers as a certain couple of activity types, that would give our leaders much better insight to track trends and activities moving positive change and solve the operational inefficiencies.  Impact:Reduces double-logging workplace inefficiencies.  Could save each Gainsight logger 30 minutes/day, for 2.5 hours per week per logger.  On a team of 16, that’s 40 hours per week - the equivalent of getting a whole full-time CSM added to the team.  Gives leaders better insights.  Also makes it easy for on-the-ground workers during transitions to see exactly what was going on, who was involved, and the thread to easily pick right up on.  Increases satisfaction and reliance on Gainsight as not only an insights & tracking tool, but powerful efficiency tool - resulting in longer-term, happier customers.  Bonus Idea: To take it a step further - in a dream world, if AI could recognize the “Next steps” section of an email and automatically offer to create CTAs or tasks (that we could edit/approve before it adds them), think how much time that would save! (Similar to how ZoomInfo’s Chorus can summarize notes and next steps from Chorus calls). 

    2
    balajibv
    Forum|Forum|2 years ago
    kstim
    kstimHelper ⭐️⭐️

    Rounded Corners for Dashboard Global FiltersNew Idea

    Following the July 2024 release Gainsight Home widgets, reports, and global filters got a nice slick redesign with rounded corners. However, I noticed in dashboards that while widgets and reports have rounded corners, global filters don’t which makes them feel a little clunky and unfinished. Are there plans to make dashboard global filters have rounded corners? It’s a small request compared to the rest but I wanted to put it out there.

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

    API operation for sending private messageClosed (Duplicate)

    I’m guessing there has to be a hidden API operation for private messaging, as you can configure automated PMs for badges and ranks. Regardless, I’d love to see a public API endpoint for custom use cases. 

    4
    Sebastian
    Forum|Forum|2 years ago
    sfogg1234
    sfogg1234Helper ⭐️

    Ability to set the order of learning pathsNew Idea

    As an instructional designer I would like the ability to set the order in which learning paths display. Currently, they display in alphabetical order. We have certain learning paths that are assigned to some groups but not others, and so we mix and match the paths according to the learner’s role and in their organization. The Learning Paths match their workflow and so the sequence is very important. If there were a numerical sorting option that enabled us to assign one path to the 100 series and another to the 200 series, it would be a lot easier to pull them into the right order.It becomes difficult to ensure the proper sequence of the learning paths if we have to order them alphabetically.Thank you!

    4
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    360 in Sidebar - Bring Back Context MenuNew Idea

    I don’t know what this is actually called: But this menu is missing from 360 in sidebar which is pretty ludicrous. If someone wants to go to the SFDC Account page from the C360, you’ve now just added an extra step. Also RIP to #teaminfinitescroll

    0
    bradley
    Forum|Forum|2 years ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    Default/system fields able to be either not visible or renamedNew Idea

    It would be fantastic if users could either a) make fields inaccessible or b) rename fields to indicate they will not be used. Specific example:Billing address is a default field at the company level.  In our organization, we are unable to use this (since GS cannot support pulling this field in from Salesforce’s default item).  As a result, I had to build each field (i.e., street address, city, state, etc).   In the current state, I cannot realistically use this field, which leaves me 2 options:Have an empty field required to be visible for users who might be building out reports or Create a rule to update this field after concatenating a whole slew of fields together just to populate a field that ultimately is not needed (and eat up valuable rule running time). Thanks!

    0
    manda.edmonds
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    360 Sidebar - Ability to Open without Record SelectionNew Idea

    Here’s the scenario: You’re a CSM looking at a Risk Dashboard in prep for a conversation with your manager. You notice there’s no Risk CTA for Real Business Company LLC. You want to open the 360 compact layout so you can quickly make the CTA you forgot to yesterday, then go back to your dashboard review.But oh no! Without that Company name already being on the report, you can only use the general search and open up a new tab. RIP beloved 360 compact view.It would be great if you could either get the compact view from search results, or had some other means to summon it. This would also help expand use cases for the 360 compact layout and give CSMs more reason to adopt it, and make the overall experience better. 

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

    360 in Sidebar Full PageNew Idea

    I would like the ability to expand the 360 compact layout to full screen, just like you can with reports on a Dashboard today, without opening a new tab.Expanding a report on a dashboardThis would be in addition to being able to open a new tab if you wanted. The compact layout is very medium right now in effectiveness, if it doesn’t show all of what you want, but you don’t want to open a new tab. Being able to simply expand it could give you the best of both worlds.

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

    360 Sidebar for other Mapped FieldsNew Idea

    When it comes to MDA data sources, mapped record names like Timeline Subject, CTA name, etc., when added to a report all take you to that individual record when you click on them.When it comes to 360 in sidebar, ONLY company name right now opens the compact 360 view. Clicking on anything else opens the main 360.I would like other mapped fields I click on take me to that record, but as part of that customers 360 compact layout.It should include the breadcrumb navigation like you see today, so if you’re on a CTA Timeline entry, you’ll see “Company Name>CTA Name>Timeline Subject”.This keeps the experience more consistent, and gives far more use cases to the compact layout itself (I’m renaming this btw, 360 sidebar doesn’t make sense) than only clicking on Company Name.

    0
    bradley
    Forum|Forum|2 years ago
    JayS
    JaySHelper ⭐️

    Add system note for Engagement Last Updated date in PXNew Idea

    As we add more users to our PX subscription, there are more people that can update engagements. In most cases, the Last Updated date in the Engagements list makes sense; if I update audience criteria or schedule, etc. it shows that I was the last one to update that engagement. However, I was on vacation last week and there are still multiple things that I “updated” even though I wasn’t even logged in to PX last week. One example is when the schedule ends for an automatic engagement, it showed that I was the last user to update that engagement. A second example is when I add an engagement to our priority list. Every prioritized engagement is updated to show that I updated them. It would be more precise for the ONE engagement I added to show me as the user and every other engagement to show a “system updated” label.Therefore, my idea is to create a “system updated” label and timestamp for instances where this happens. 

    1
    mmarques
    Forum|Forum|2 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Webhook Event for Community EventsNew Idea

    I imagine this was built into the recent enhancement for subscribing to events, so hopefully this is something that can be added to the API relatively quickly. A webhook for when a community event* is published. Something like event.Published*ex. webinar/meetup/conference, not event in the webhook sense

    1
    DannyPancratz
    Forum|Forum|2 years ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    Saved Custom Content Blocks in Email Template Builder?New Idea

    Several templates that I would like to start creating are contingent upon a big wishlist feature (saved custom content blocks), which would allow us to create blocks (pre-formatted buttons, event listings, side-by-side content blocks with a placeholder image, etc.) that could easily be dropped into a template while creating newsletters and event promotions.I tend to use a lot of lorem ipsum blocks in saved templates I clone for creating new emails, but it would make things much easier if I was able to design content blocks and save them in a library to pull into the emails as I’m building them out, rather than to have to recreate all of the formatting every time I build an email.Is this something that might already be on the roadmap, given the planned implementation of the new email template editor (and the phasing out of the old one)?

    11
    dayn.johnson
    Forum|Forum|2 years ago
    rmeyyContributor ⭐️

    New Meeting to automatically populate meeting notes from previous MeetingNew Idea

    Use Case:A Meeting Entry in Timeline is created by Syncing with Outlook. This meeting content is empty and can be populated with templated content using the "Notes" Template option. However, our workflow is to keep track of ongoing items during each meeting - frequency of the meeting is Weekly or Biweekly. It will be useful if the new Meeting entry created from the Outlook Calendar Integration can automatically pull the meeting content from the previous meeting entry from the C360 Customer Timeline meeting entries.This will allow us to easily update/follow-up/keep track of items discussed in the previous meeting without us having to copy the content manually from the previous meeting each time.

    0
    Forum|Forum|2 years ago
    rmeyyContributor ⭐️

    Meeting Attendee ManagementNew Idea

    Use Case:A Meeting Entry in Timeline is created by Syncing with Outlook. The meeting object has both Internal and External Attendees in it. The External Attendee list could be long - say 15 people of which only a few attendees may be able to attend a given instance of a meeting series and these few attendees will vary from meeting to meeting.Currently Gainsight only allows to "Remove" meeting Attendees using the "X" mark. If an invite did not join a meeting instance, the only way to reflect that in the Meeting entry is to remove them from the meeting. However, this will prevent the post-meeting summary from going to the non-attendees.We need a way to select only the users attending the meeting when running the meeting. Once the meeting has ended, we need a way to send the meeting summary every attendee in the meeting invitee list, irrespective of whether they attended the given meeting or not (so that they can still get up-to-date on the meeting summary).Outlook +OneNote integration achieves this by , allowing to check-box only those invitees who attended the meeting, but can still send a meeting summary to the entire invitee list.Is this type of improvement available in Gainsight CS?

    0
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    SKondreddyGainsight Employee ⭐️

    Unable to pull the Data from Shipping & Billing Address fields of the Account object into Gainsight DirectlyNew Idea

    Hi Team, We have an requirement from one of our client as they want to push the data of the Shipping & Billing Address fields of the Account object to Gainsight via Rules/Connectors in which currently we are not support this at the moment because Address filed in the SFDC is a combination of several fields which is returning as an object as per this Salesforce Doc https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/compound_fields_address.htm.   Can we have considered this into our roadmap, so that instead of loading multiple fields they can pull only one field and load the data into Gainsight.

    1
    manda.edmonds
    Forum|Forum|2 years ago
    sfogg1234
    sfogg1234Helper ⭐️

    Multiple Catalogs to assign to groupsNew Idea

    We would like to have multiple catalogs visible by group, so that we can assign a catalog by Product, Internal vs. External groups, etc. 

    0
    sfogg1234
    Forum|Forum|2 years ago
    jamesr26Contributor ⭐️

    C360 Layouts ability to hide/not-hide widgetsNew Idea

    Looking for ability to add logic to C360 Layouts. When fields don’t have data have the ability to hide and unhide on-demand. Microsoft C++ code gives the ability to hide and unhide form objects.

    0
    Forum|Forum|2 years ago

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