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    6164 Ideas

    matthew_weinreb_adccf1
    matthew_weinreb_adccf1Contributor ⭐️⭐️⭐️⭐️

    Reports & Dashboards Need A Major UI UpgradeReleased

    Hello, I've spoke with a few of our power users and a very common practice is that they are constantly exporting data out of Gainsight and reformatting it into excel because the presentation layer of the reports within Gainsight is not up to the standard required for executive reporting. This tends to eat up a bunch of our time every time we need to prepare for an executive presentation. Overall I am happy with the functionality of Gainsight reports but the look and feel really need an upgrade. Is there anything on the road map to upgrade the reporting presentation layer?

    5
    rakesh
    Forum|Forum|2 years ago
    matthew_weinreb_adccf1
    matthew_weinreb_adccf1Contributor ⭐️⭐️⭐️⭐️

    Reports & Dashboards Need A Major UI UpgradeReleased

    Hello, I've spoke with a few of our power users and a very common practice is that they are constantly exporting data out of Gainsight and reformatting it into excel because the presentation layer of the reports within Gainsight is not up to the standard required for executive reporting. This tends to eat up a bunch of our time every time we need to prepare for an executive presentation. Overall I am happy with the functionality of Gainsight reports but the look and feel really need an upgrade. Is there anything on the road map to upgrade the reporting presentation layer?

    1
    rakesh
    Forum|Forum|2 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Data Labels in visualization reports should have consistent number of default decimal pointsNew Idea

    Apparently, this is expected behavior and therefore an enhancement. So please upvote in order to have product parity.Funnel charts in Gainsight with data labels enabled display with 3 decimal points by default All other visualization charts (pie, donut, bar, dot, line...) with data labels enabled display with 0 decimal points by defaultAll visualization charts data labels should have the same number of default decimal points (0).Bonus points if you can make the default number of decimal points on data labels configurable by an admin. But even if they can just...you know...be consistent...that’d be great.  

    4
    romihache
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    btakmajianGainsight Employee ⭐️

    Ability to Select Objective Task Start Date on Success PlansNew Idea

    Posting on behalf of customer:The current process for adjusting future objective tasks within a Success Plan presents a challenge. Specifically, when you have a generated Success Plan with objectives and tasks with a start date in the future - for example, a Success Plan was created on 5/1, but the objectives and tasks have a start date of 5/15. If you view the Gantt Chart, the chart shows the tasks starting on 5/15. However, if you need to make edits to the objectives or tasks, there is no way in the UI to manually select the start date of those new tasks. The UI defaults the start date of the new task to the date it was added manually to the objective. This causes the objective’s start date to then back date from 5/15 to current date the new task was added. This behavior can cause confusion for Success Plans that have been scheduled to start on 5/15, but now suddenly have tasks that start on for example, 5/8. The ideal solution to this would be to allow users to have the ability to manually select a start date for the tasks during the creation process. 

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

    Global filter - GS PXNew Idea

    HelloI have a need to use a filter (My filter) created for one product to be used on another product on Account explorer, currently the filter is only available on the product it is created.  

    0
    Forum|Forum|2 years ago
    kevin_ly
    kevin_lyHelper ⭐️

    [Zendesk Requests Feature] KC Bot : Allow For Sending Of Custom Field On Ticket CreationOpen

    It is found for certain ticket default forms, different fields are marked as required when creating a ticket in Zendesk. Although the “Zendesk Requests” feature can directly create Zendesk tickets after a feedback is submitted in KC Bot, request from PX fail Zendesk validation due to x required field, as PX typically sends subject and description. Given the PX config isn’t able to config additional custom fields to send to Zendesk, it be nice to have that function to cater the different required fields customers have.  

    7
    Forum|Forum|2 years ago
    shaunlittleContributor ⭐️

    External Preview Link for EngagementsNew Idea

    It would be great to have a feature that allows me to generate an externally accessible link for engagement previews.  Our process is that someone internal will request an engagement, I build the engagement and send them back a screenshot of what it looks like.  But they don’t necessarily get to interact with and see what the engagement will look like in our app.  I would like to send a URL to them to see the engagement preview in-app.The only way I know how to do this at the moment is to add their specific email/user information in the audience, turn it live, let them see it, then pause the engagement (or create a draft), revise the audience and set it live again.  This can also cause issues if they want to see it multiple times, then I’ll need to update the scheduling to allow for this and need to make sure I revise it back before turning it live again.

    0
    Forum|Forum|2 years ago
    taylorfrissContributor ⭐️⭐️

    Manually Prioritize Articles for Search ResultsNew Idea

    We have high priority content that we would like to surface as the first result when users search for specific terms. For example, if someone searches “onboarding” we want to make sure that our “Onboarding Guide” is the first article that shows up.Due to the algorithm, there are sometimes other articles that show up before our top priority content. This could be because the other articles are longer, have the keyword more, were updated more recently, have more views due to marketing efforts, etc. It would be great if we could mark content as “high priority” and have it show as the top result if certain keywords match. This would ensure that users are getting the best content for them. 

    0
    Forum|Forum|2 years ago
    KKellumContributor ⭐️

    Allow Multiple Login URLs with SSO protocolNew Idea

    We are currently using the Token method for SSO for our users, which only allows for one "Login URL". However, we will soon have multiple domains within our product that users will be coming to our Community and we need to be able to add multiple Login URLs so that users from both places are able to SSO in.   I was told by the Gainsight engineering team that their SSO settings only support a single login URL for each protocol .  It would be great if SSO setting could support multiple login URL’s for each protocol.

    0
    Forum|Forum|2 years ago
    lhooperContributor ⭐️

    Scheduled enrollments/unenrollmentsNew Idea

    Our customer courses run for 4-week (or other duration) intervals to allow for participants to be assigned to a live trainer who responds to their activities and questions. It would be nice to be able to let people purchase a course for a future start date and then have their enrollment automatically enabled on that date. Then, 4 weeks later (or whatever the designated end date is) unenrolled automatically.

    1
    AllysonL
    Forum|Forum|2 years ago
    lhooperContributor ⭐️

    Ability to review test questions prior to submitting testNew Idea

    We use the dynamic quiz functionality for certification exams. Users cannot go back and review prior answers before submitting their exam. Since this is a high stakes exam, our learners express frustration over the fact that this is not an option. 

    1
    AllysonL
    Forum|Forum|2 years ago
    FernandaContributor ⭐️

    Filters in the integration with PX and SlackNew Idea

    It would be ideal to be able to filter the answers of our survey in the integration that exists with PX and Slack, through which we receive notifications every time someone responds to our survey.  For example in Slack we would like to be able to filter only the "Detractors" who are "Admin" users. For now we can only select to receive all responses, but there is no option to filter and this would be ideal in order to take more immediate actions depending on the user type who is answering. 

    4
    link_black
    Forum|Forum|2 years ago
    CameronBoettcher
    CameronBoettcherContributor ⭐️

    Add Additional Fields to Person Search ResultsNew Idea

    Similar to customizing the search configuration for Company data; we would like to see something similar added to the fields displayed when searching for a person. When searching for a company, we’re able to configure additional fields that assist our team when searching for an account.It will prove difficult to search for a person in our use case, as there isn’t as much information. For our use case, we typically have users that are associated with different companies.Having the ability to add additional display fields such as associated company, status, etc (similar to the current configuration for company search), would be beneficial for our team and use case.

    0
    CameronBoettcher
    Forum|Forum|2 years ago
    Chelsea Roberts
    Chelsea RobertsContributor ⭐️⭐️⭐️

    Attach document to Product UpdatesReleased

    Hello,We moved our Product Updates process to the Community so that our Community could be the central location for our customers to learn about our products. Before our community, we would send out a PDF of our Release Notes to our customers directly via email. We now create multiple postings under Product Updates so that users could subscribe and better interact with the content by filtering posts by products that they have purchased or by searching.However, we are getting feedback from users that they REALLY miss the PDF. They want to be able to download a PDF for their records--or often times they are used to downloading a PDF, editing it, and sharing it with their teams. They really want a PDF to be attached to the posts. I noticed that you can attached files to most posting types--as a admin/moderator. It’s not a permissions thing--It’s just that product updates specifically doesn’t allow for file attachments. I would love to see taht option added so that we can meet our customer’s needs.

    15
    Eva
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    AbidGainsight Employee ⭐️

    Sort the customer journey elements according to the respective associated datesNew Idea

    HI Team,Currently in Customer Journey Widget the Milestones and Key dates are not sorted together and hence even though Key Date value is having a earlier date ( eg: 15-Apr-2024 ) when compare with milestone ( eg: 23-Apr-2024 ) we are still showing the milestone first and then followed by Key date. Screenshots: Milestone: Zight 2024-04-23 at 11.15.28 PMKey Date: Zight 2024-04-23 at 11.15.36 PMAppspace reached out to Gainsight support that this is confusing and would need the details sorted for a better UI experience.

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

    Allow lock survey responses after first response is recorded by Company or RelationshipNew Idea

    Hey all, We need a way to prevent further responses to a survey from company or relationship recipients when we have already recorded one response for the company or relationship level recipient (based on Company GSID or Relationship GSID).The challenge:It is rather frequent for us to send out emails with surveys (which will be to collect some form of data such as plans regarding X or Y, that is the same plan for a company or a relationship, regardless of recipient, but which we need to request from a number of individuals because of the eternal data quality issue). That means several participants can respond to the survey, and a response could end up overriding another (if we push data to another object) when really, we wanted one response BUT we had no choice but to send the survey to several participants (AND we want to record who the respondent is).The semi-anonymous survey doesn’t do the trick for that purpose. The need:We need a solution to “disable” survey links that were sent to participants from the same relationship or company AFTER we have received the first response for that relationship or company (this should be configurable to meet both the company or relationship setup). Simply - links sent to the other recipients should lead to an alternate end page saying “A colleague from your company has already responded!” (configurable, of course, and translatable). --We have worked out a workaround through a community discussion involving skip and display logic to prevent the display of actual questions based on a company or relationship field that we’d populate with a rule every time we receive a new response, which will allow us to either deflect responses OR to filter out responses which would just show the acknowledgement that we already have the response. But that does not scale - it’s DIY at best.  cc : @dayn.johnson @benwanlessmenlo @vmallya - for your attention 😉 Thanks!A

    1
    dayn.johnson
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Unify operators in Survey Display/Skip logic with every other filterNew Idea

    The same old same old multi-select picklist is BACK in surveys :In skip or display logic, the operator is systematically an “IN”. It’s inconsistent with every other filtering capability in the platform which offers - even for multi-select picklists more than just the “IN” operator. It also offers a “NOT IN”. The challenge: I have a multi-select picklist in a survey question which captures versions. An answer may have several values (for example: 6.6.1 and 7.1.2). If someone is IN “7.1.2”, it is not sufficient to determine they should not see subsequent questions. I would need to know that:CONDITION A: IN 7.1.2ANDCONDITION B: NOT IN 6.x.x (and all the “6” options)And with the current tool, I CANNOT determine the second condition. The operator is automatically an “IN”.  The need:Please align available operators in survey skip / display logic with operators in other areas of the platform, i.e. : equals, not equals, in, not in, contains, does not contain, starts with, is null, is not null.It’s about consistency, usefulness, admin QoL… @rakesh and @vmallya - this is probably at the crossroads of your responsibilities so tagging you both. Thanks!A 

    1
    romihache
    Forum|Forum|2 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Give the name of the layout(s) a C360 pre-built section is inNew Idea

    The “Used In” column on the Pre-Built Sections page of C360 layout builder would be so much better if it told you the layouts it is used in. This is very similar to Report Builder (Used In for dashboards), expect in Report Builder list view it actually tells you the name of the asset.Even if you try to hover over, you don’t get any more information on this one. Help :) 

    2
    romihache
    Forum|Forum|2 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Recycle bin: Allow filter by CompanyNew Idea

    Had to user the bin, and realized that is not possible to filter by Company GSID. Seems like an oversight, I can bet that most of the times we are looking for deleted data from a specific Company...You can check out the Company but after selecting an item, adding the Company Id in the layout and will show the name Recycle bin - Not possible to filter by CompanyBut if you go back trying to fish the record of the Company that you want, it reverts to the default view and you have to add it again. Although I’m grateful that we have a Bin, the UI could be improved to make the navigation easier.Please1) Can the Company GSID/Name added as filter?2) Can the changes in the layout be sticky? And I mean everywhere, noticed this same behaviour in Data Management too. If you select for example a low volume object → Data tab→ plus to add fields → click on any other tab like Fields/Dependencies → go back to Data tab, the layout goes back to the default  

    0
    romihache
    Forum|Forum|2 years ago
    john_apple
    john_appleExpert ⭐️

    Make Load to Activities (aka Milestones) use DateTime for Activity DateNew Idea

    The Rules Engine action for Load to Activities has a required field for Activity Date that will create a Milestone on Timeline for the date provided. However, the Activity Date field on Activity Timeline records is actually a DateTime.If we have a DateTime in our source, the Rule coverts this to a Date but then loads to Timeline as DateTime with 12:00 AM as the time -- essentially stripping the time granularity from our source.Can we instead have the Rules Engine pass the actual DateTime value to Timeline when creating Milestones?

    4
    Forum|Forum|2 years ago
    tmorgan
    tmorganHelper ⭐️

    Dynamic Widgets on the C360 PagesNew Idea

    Would it be possible to make the widgets on the C360 summary pages more dynamic? For instance, if a field has a NULL value then the widget does not appear for that client. Another idea would be to have them be able to change color based on value thresholds, so if attention needed to be drawn to a particular item it would be more face up to users. 

    0
    tmorgan
    Forum|Forum|2 years ago
    WayneExpert ⭐️

    Add a system toggle button or define the Support URL in GS UINew Idea

    Give the ability to toggle GS support URL on or off in GS UIORGive the ability to define this url, pointing to us instead of GS product Support.  Due to our complex environment we do not let our end users create tickets with GS itself. This is to alleviate the amount of time for our end users spend with GS support that eventually just get directed back to us anyway. So, anytime one of our end users submits a support ticket with GS, GS support redirects them to us, directly to our support page and to our knowledge pages. However, often we get end users still creating in the wrong place, this is because the support url displayed within GS platform directs to GS's support, a futile effort. If we could define this url.  Then we would A) cut down on GS support tickets and  B) get our end users quicker resolution times/less frustration.

    2
    bradley
    Forum|Forum|2 years ago
    scott.leeContributor ⭐️

    Provide ability to remove 'Add' button on C360 related listsDiscovery

    Adding a related list section to the C360 based on an MDA object automatically displays an ‘Add’ button on the top right hand side of the related list.  Please provide the ability to remove this add button per a configuration option on each individual section.  For instance, I might want the user to be able to add a Case - but I may not want them to add an Asset.  Or I might not want them to add any data at all.The inability to hide these is a major functionality gap and creates a lot of confusion to the end users. 

    15
    Forum|Forum|2 years ago
    rich_fetterContributor ⭐️

    Actionable AI SuggestionsNew Idea

    Are there any plans to enhance the Gainsight AI to offer suggestions to CSM to improve the health score (ie. notification on home page that suggests to a CSM that they can get Client X health to Green by scheduling an EBR since the EBR score is in Red as an example.)

    0
    Forum|Forum|2 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Be able to tie timeline entries to Success Plans from TimelineOpen

    CSMs often start from Timeline for entries, not in a Success Plan.It would be great from Timeline to have a dropdown option to immediately associate a Success Plan from Timeline.  We want to avoid a CSM entering directly to Timeline when they intended to make it to a Success Plan and have to redo all their work

    7
    Forum|Forum|2 years ago

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