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    6164 Ideas

    sgage
    Gainsight Employee ⭐️
    sgageGainsight Employee ⭐️

    Expand PX SegmentsNew Idea

    Currently, PX Segments can be applied to Engagement Audience rules.Request: Enhance the Segments feature to allow the Segment(s) to be selectable and applicable in all areas of PX where Filters and Rules are used, such as (but not limited to):Audience/Account Explorer Dashboard Filters Analytics Filters Query Builder KC Bot AudienceThis will allow filtering to be more efficient and prevent PX Users from needing to recreate their Segment criteria (which may change over time) in other filters.

    1
    JayS
    Forum|Forum|2 years ago
    Brayden
    Gainsight Employee ⭐️
    BraydenGainsight Employee ⭐️

    Please add ability to restrict Company Persons in Customer Cheat Sheet email shareNew Idea

    Hi Team, When sharing Customer Cheat Sheet from C360 by email, the search bar includes Company Persons, which could possibly be a risk since there may not be information you would like to share with your customer in the Cheat Sheet. It would be very useful to have the ability to restrict this search list to just Internal Users to ensure this information is not shared erroneously with a customer contact. Thank you. 

    27
    jordan_cook
    Forum|Forum|2 years ago
    Scotty at CalendlyContributor ⭐️⭐️⭐️⭐️

    Embedding Tableau: What to do if you get the Refused to display 'https://prod-useast-b.online.tableau.com/' in a frame because it set 'X-Frame-Options' to 'sameorigin'. error or it refuses to showNew Idea

    I was trying to embed a Tableau report in a C360 and I kept getting a weird error. I spent lots of times in forums and this is what I found: Replace "#/site" in the URL with "t" The other thing you need to do is add this parameter: :embed=Yes I added it in the parameters instead of putting it in my embed URL. I hope this saves someone a forum rabbit hole!

    0
    Forum|Forum|2 years ago
    Wihoward
    WihowardHelper ⭐️

    Configure Meeting Assist to Create Activities on the RelationshipNew Idea

    We are looking to use the many AI capabilities Gainsight is rolling out and a key part of that would be to enable Meeting Assist for either Gong or Microsoft Teams. Currently however we have to work at the relationship level which means we cannot use this feature. We would like the ability to configure Meeting Assist so that it logs Timeline Activities on the relationship not the Company. 

    0
    Wihoward
    Forum|Forum|2 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Browser language as standard user attributeCurrent Behaviour

    For our scalability initiatives, it would be tremendously valuable to have browser language as a standard user attribute in Gainsight PX (and exportable to S3 and Gansight CS). We are creating Gainsight CS contacts based on user data from Gainsight PX, which we leverage in the Journey Orchestrator. However, as browser language is not available in the export (although used in Localization), we are not able to address our users in their own language (which is very important for our German customers, for example).

    3
    Ashton
    Forum|Forum|2 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Issue when updating notification preferences when adjusting for NXT or SFDC Hybrid Preferred NotificationsNew Idea

    I received a Slack message from a new user the other day telling me that she received an email notification about a new CTA that had been assigned to her, and when she clicked the link to take her to the CTA, she received an error message.She shared the error message with me, and I could tell that the link was directing her to log in through the SFDC Hybrid Gainsight managed package. While we sync users to Gainsight using the SFDC User Connector, our users work out of NXT and not SFDC. Many of them don’t even have the permissions to use the NXT managed package.The first problem here is that because we are syncing in users from SFDC, it is defaulting notification preferences to SFDC hybrid. I don’t want that, and it means I’ll need to reactively update any new users’ preferences to set to NXT.Now the second problem, is that I know a user can make these changes for themselves, however they need to do so from within SFDC Hybrid. Because my users do not have permissions to use NXT in SFDC, they aren’t actually able to update their own permissions.Then the third problem comes in when I tried to mass update all of my users. It has been some time since I’ve checked my new users’ notification preferences, and I figured it was just a good idea to set all my users in bulk to NXT as their preferred for notifications. I followed the steps in the help article, but then I noticed odd behavior. Here’s what happened:Navigated to User Management > changed source to SFDC Clicked the box at the top of the user list to select all in the page view Then clicked the box that said “Check all 77 users” (so that I could choose all users, not just the 25 in my page view) Clicked the three dot menu to change notification preferences Received the message below telling me that 25 users would be changed even though 77 were selected  As a workaround, I needed to change my pagination to view 100 records on a page, then select all, then update preferences. This post is to request that:We allow admins to determine the default preferred notification setting for all users regardless of how the user was synced into Gainsight We allow users to change their settings natively within Gainsight NXT We fix the bug experienced when trying to bulk-update user notification settings preferences

    4
    kyeh
    Forum|Forum|2 years ago
    jbourosExplorer ⭐️

    JO UI Error HandlingNew Idea

     It would be helpful if the UI identified where errors were when publishing a JO is blocked by a factor such as a node that is not correctly connected.  Without this the build must use trial and error to try to find the issue.

    0
    Forum|Forum|2 years ago
    JayS
    JaySHelper ⭐️

    Ability to update/edit email automated footerNew Idea

    I didn’t see anything in the PX forums for this, but when I create an email and sent a test, there is an automated footer with an Unsubscribe link and a View in Browser link. These are nowhere to be found when I am editing the email, and I have been unable to locate it anywhere. Our marketing team doesn’t like the phrasing, plus we don’t know where the unsubscribe link is directing users.I did find an idea on the CS Product forum: Custom Headers/Footers for Email Templates | Gainsight Community and posted this comment: “This would be a request for Gainsight PX as well. I am starting to explore emails from PX, and there is an automated footer with an unsubscribe link and a “view in browser” link. I don’t know where the unsubscribe URL goes. It is not something I can see to edit or delete. It is not a part of the template I can edit. We don’t have CS now, so I don’t know how the experience differs.”

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

    Gmail Plugin: Log to Timeline SearchNew Idea

    If none of the emails match person records in Gainsight, the user is prompted to search for the correct Company/Relationship.  This search does not allow characters like quotes for an exact match or asterisks for a wildcard.  There are also a limited number of results available to select from and sometimes the correct record cannot be found.  In a recent example, Campaign records were in the search of the gmail extension, but when the same characters are searched in the Gainsight application itself, none of these records appeared.  Please update the gmail add-on search to mirror the search in the Gainsight c/r360 search so users can associate emails to the correct Timeline.

    1
    Forum|Forum|2 years ago
    ajharlow44
    ajharlow44Contributor ⭐️

    Ability to Update CTA Status from Task ViewNew Idea

    Our Account Managers work mostly from their Task View of the Cockpit to handle their daily items. We are able to add the CTA status as a viewable field, but this cannot be updated from the task view. Rather, they have to click into the CTA to update this.It would increase efficiency for them to be able to update the CTA status from the Task View report directly based on the outcome of that particular task.

    0
    ajharlow44
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    K_C_Gainsight Employee ⭐️

    Multiple Meeting Assist PlatformsNew Idea

    Just as no two companies are created equal, neither are no two CSMs.  It would be amazing to have the ability to utilize Meeting Assist with multiple platforms (eg. Zoom, Gong.io, Teams, WebEx, etc.) within the same single tenant.  This would allow the CSMs to seamlessly maneuver through their day without worrying if their call will be captured by Meeting Assist, regardless of which meeting platform they are using for their calls. 

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

    PX Retention Reports: Option to select a rolling period of last X days or weeksNew Idea

    The ability to create a retention report with a date which is always the last x days or weeks (similar to other adoption reports available.The reality is that when I am looking at my dashboards to understand product usage, all of my reports are looking at the last X days or weeks. This is with exception of the retention reports where they have to be manually changed each time I go to the dashboard. It makes sense to add the option for last X days or weeks to these reports too. It’s an issue especially in my case as we have some permission restrictions where a admin created the reports and dashboards and now I can’t permanently update the reports. Instead I have to either ask the admin, or duplicate and replace the reports on the dashboards to save the new dates. This makes the user experience less enjoyable and takes longer to get what I need from the product.

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

    Required field option in Gainsight Home (GS Home)New Idea

    In C360, when you make an attribute field editable, there’s an option for whether it’s “required” or not.In Gainsight Home, there is no option for making it “required.” Gainsight includes a “None” option on picklist values even if the admin does not add it themselves. In C360, you can avoid letting a user choose “None” by making it “required.” However if you include that same editable field in GS Home, the user is able to choose None as a value with no error.  This is a huge issue for data governance and needs to be addressed! 

    1
    dayn.johnson
    Forum|Forum|2 years ago
    mfifis
    mfifisContributor ⭐️⭐️

    Retaining data in fields after errorOpen

    Hi! Would it be possible to have data retained in the registration fields after an error message is received?A new member was registering for our community and they missed the the Terms and Conditions checkbox because it wasn’t easily visible on their screen (the color grey is very light and difficult to see on their screen). Because they missed the checkbox, the data in the fields was not retained and they had to go through the entire registration process again. It was a frustrating process for the member.Thanks for your consideration and please let me know if you have any questions!

    1
    Cristina
    Forum|Forum|2 years ago
    bjoern_schulze
    bjoern_schulzeHelper ⭐️⭐️⭐️

    Better image handling (2): Have an automatic scaling processOpen

    I want to propose two significant changes in terms of image handling, that will vastly improve the performance, cost-effectiveness and userfriendliness of the platformMake it possible to reuse images and assets Have an automatic scaling processHave an automatic scaling process(I’m using the example of badges, but this also works for other images and assets on inSided.) On inSided, you can upload images and assets with upto 5MB filesize. And every time this image is needed in the frontend, it is being loaded in its original filesize, no matter what image dimensions the image is being displayed in. So for example, you can upload badges with image dimensions of 480x480px that are 2MB large.So every single time any user opens a topic and any of the commenters has earned any of the badges, a 2MB large badge image will load and be displayed with 20x20px image dimensions. If you have a topic with several users that have earned badges, you can multiply the 2MB by the number of users. The same happens on user profile pages or in the leaderboard (only with slightly larger image dimensions).There is no need at all to load an image in its original image dimensions and its original file size, only to scale it down to a smaller width and height afterwards. This is very costly on a performance level and it increases loading times immensely.Therefore, I propose that scaling should take place before the image is being loaded. It is known in what image dimensions the most common assets are being displayed in (badges, hero banner, category icons, etc.). So when an asset is being uploaded, inSided should then automatically create copies of these assets in the needed image dimensions. So when a 20x20px image is being displayed, only the 20x20px image with less than 100kb filesize should be loaded instead of the original file.In combination with making it possible to reusing images and assets, both new features will have a great positive impact on loading times and therefore on userfriendliness. Also, it saves (AWS) costs having a smaller page load.

    2
    Cristina
    Forum|Forum|2 years ago
    bjoern_schulze
    bjoern_schulzeHelper ⭐️⭐️⭐️

    Better image handling (1): Reuse images and assetsOpen

    I want to propose two significant changes in terms of image handling, that will vastly improve the performance, cost-effectiveness and userfriendliness of the platformMake it possible to reuse images and assets Have an automatic scaling processMake it possible to reuse images and assets(I’m using the example of hero images, but this also works for other images and assets on inSided.) If a community wants to use the same hero image for different parent categories and categories, you have to upload the same local file several times, which creates several online files (one for each upload).So if if this hero image is 200kB large and you want to use it in ten different (parent) categories, your cloud space now occupies around 2MB of data instead of 200kB. This costs money (maybe primarily for inSided, but still). If you open each of the (parent) categories in the frontend, the hero image loads every single time, instead of loading it once and then storing it in the cache. This costs loading time (and negatively affects the platform performance).Therefore, I propose to have an asset (or media) center. You can upload images and assets into this cloud directory, can pick files from this directory and use them in different places and use cases. This will improve the performance of the platform because the caching can be utilized more effectively and loading time will go down significantly.

    3
    Cristina
    Forum|Forum|2 years ago
    rhallExpert ⭐️

    Platform visibility needs changing to allow admins to access the Community when it is offlineOpen

    If you are wanting to make significant changes to your Community which require both changes in the admin console and via the Community “Customize” button, you cannot do this in offline mode. Therefore you cannot make these changes without users being able to see incremental changes. This isn’t ideal for some situations. There needs to be an option to allow admins to customise the Community user interface (widgets, CSS, etc) while the Community is offline. There are some areas where the UI is easier to edit directly, but the changes can be made via the admin console (phrases for example). But there are some things you can only do via the “Customize” button in the UI (widgets, etc).I have got around this by using this code in the “Insert in <HEAD>” section of the “Third-party Scripts”….<style> body{ display:none;}</style><script>//Maintenance Screenlet useMaintenance = false; // Set to true for the maintenance window and false for the normal screen.if(useMaintenance){ document.addEventListener('DOMContentLoaded', function() { // Check if the current user is an admin var isAdmin = checkIfAdmin(); if (!isAdmin) { // Prevent default page load and display maintenance message for non-admin users document.body.innerHTML = '<div style="text-align:center; padding-top: 20%;"><h2>Maintenance Message</h2></div>'; } }); }// A simple check using the inSidedData JSON to see if the user is an adminfunction checkIfAdmin() { if(inSidedData.user.role === 'roles.administrator'){ return true; }else{ return false; }} </script>All this does is switch off the body from displaying...this prevents the page being seen at all, otherwise you can see a glimpse of the page before your code rewrites the body object. It then checks to see if the maintenance window is required. If it is required, it checks to see the role of the user. If the user is an admin, it loads normally. If the user is not an admin, it will display a maintenance message.There is one more change that is required, this is to switch the body back on. To do this, go to the “Before </Body>” section and add this code…. <script>//Switch on the body displaydocument.body.style.display = 'block'; </script>I hope this helps.

    2
    Cristina
    Forum|Forum|2 years ago
    byrnereese
    byrnereeseHelper ⭐️

    Greater range of default icon setsOpen

    The out-of-the-box icons of a Gainsight community are a fixed set. This makes it hard for customers to execute on a design that looks and feels differentiated from the vanilla default style of a Gainsight community. I think it would be great if you could create a small library of different community icon sets that one could choose from. Icon sets could be in different styles.And within a given style it would be great if you could select from different color variations. Alternatively, maybe the default icon set could be made to be a little more color-neutral, as the default colors tend to clash with our brand. Not in a garish way, but not in a harmonious way either. 

    1
    Cristina
    Forum|Forum|2 years ago
    sarthaksExplorer ⭐️

    Enable multiple records creation to a linked object from the linked object tab in a CTANew Idea

    Hello - We have a use case where it would be helpful to create multiple records (opportunities, cases) from a CTA linked object tab. I do see a related idea: Any update on this?

    0
    Forum|Forum|2 years ago
    ashlever
    ashleverContributor ⭐️⭐️

    CE: Publish a course without interrupting a user flow if they're progressingNew Idea

    When uploading a new version of an activity in a course and notifying users about it, they shouldn’t have to retake the entire course.

    0
    ashlever
    Forum|Forum|2 years ago
    ashlever
    ashleverContributor ⭐️⭐️

    CE - password option for Open Access authenticationNew Idea

    Users should be able to set a password in Open Access/self registration in Gainsight Education. Currently with this authentication option, users have to fill in their first names, last names, and emails every time they need to get into the Education platform (not a great experience).

    0
    ashlever
    Forum|Forum|2 years ago
    shiv_kumar_katiyar
    shiv_kumar_katiyarGainsight Employee ⭐️⭐️

    External Attendees : fetch contact from Account HierarchyNew Idea

    Is it possible !!..When the user search for contact in the external attendees field of a timeline activity, it should pull the contact from all Accounts for that particular Account Hierarchy?

    5
    Forum|Forum|2 years ago
    Stuart
    StuartHelper ⭐️⭐️

    Relationship Merge - List Relationships in Alphabetical OrderNew Idea

    Very glad to see the merge relationships idea has been implemented in Prod, and I’ve been using it successfully since it’s release. A small QoL improvement I’m suggesting is to sort the relationship types by Name A > Z, currently it’s looks to be based on modified date of the relationship type (oldest > newest), which doesn’t really make much sense to me!  Alphabetical based on the name field would definitely be easier to navigate!  

    0
    Stuart
    Forum|Forum|2 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Deduct points when topic or reply is removedOpen

    Deduct points from a Community user when one of their topics or replies is removed.Use case: users create duplicate topics or (even worse) start creating random topics or replies to earn points. They should only receive points for the topics or replies that stay on the Community.

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

    Date context for old private messagesOpen

    Unlike other posts in the community, the date does not display as a hover-over tooltip. It summarizes the date as “1 month ago” or “6 months ago” or “1 year ago” but it’s not possible to get the exact date. This might be more a bug, but it’s a fix that’s needed eventually to bring messages to parity with other posts (not to mention expected functionality when compared to the proliferation of direct messaging on other platforms in our day-to-day).Admins and community managers will have backend options to get this data for their own personal private messages, but end-users are more likely to be visiting a community less frequently and viewing an older message that they can’t find the date for (if it’s >30 days old). 

    1
    Sebastian
    Forum|Forum|2 years ago

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