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    Idea Pipeline

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    6164 Ideas

    jparker
    jparkerContributor ⭐️⭐️⭐️⭐️⭐️

    UI improvements for modals and overlays (making better use of available screen space)New Idea

    Hi teamThere are some small UI improvements that would make my life as an admin less frustrating — particularly around how modal windows and overlays are displayed throughout Gainsight.Modals and overlays are often restricted in width/height based on fixed arbitrary values which require lots of scrolling — which would be unnecessary if more of the available screen space could be used.e.g. Horizontal scrolling is required when adding filters on date fields, which could be avoided if the overlay was bigger Why is the height of the rule status modal restricted in height — especially with so many nested show/hide sections inside the execution history? Suggested improvement: It would be so much more user-friendly if the height was just set at a maximum of 90vh, for example, instead of fixed at 65rem: Sharing groups, you can only view 5 rows without scrolling for no apparent reason Renewals Centre — another tiny modal requiring horizontal and vertical scrollingThese are just a few examples I can think of but I will add more examples as I come across them.Thanks!

    12
    dayn.johnson
    Forum|Forum|2 years ago
    katie_b
    katie_bHelper ⭐️

    Add field for Last Login Date on User objectNew Idea

    I love that we can see our user’s login history in User Management but it is buried under a few clicks. It would be great if we could at least see a field for the ‘last login date’  visible in the list view and filterable so we can easily target/clean up users who have not logged in recently.

    1
    gunjanm
    Forum|Forum|2 years ago
    summers
    summersContributor ⭐️⭐️⭐️

    support Discussion forum structured data - SEOReleased

    Discussion Forum Structured Data Google recently announced on November 27th that there is new Discussion Forum structured data markup that can be added to pages to help Google Search better identify online discussions across the web and make use of this markup in features such as Discussions and Forums and Perspectives (Source & Documentation).  Structured Data Requirements The requirements for the structured data are to have the forum post / topic with the comments nested underneath. There are a number of options that can be taken from there depending on if posts are a standard topic and comment structure or more of a Q&A format. Although there are plenty of questions asked in the Community posts, we feel that the standard structure makes more sense.  The structured data requirements and options are below:Required Properties Author Information about the author of the post. To help Google best understand authors across various features, we recommend following the author markup best practices. author.name The name of the author of the post. datePublished  The date and time the post was made in ISO 8601 format. Either text / image / video To represent the content of the post, you must include one of the following properties: text, image, video Recommended Properties  comment A comment about or response to the post, if applicable. Mark up comments in the order in which they appear on the page. If used, the required properties for a comment are: author  datePublished  text  interactionStatistic  User statistics applied to the main post, if applicable. Google supports the following interactionTypes: https://schema.org/LikeAction: The number of likes or upvotes. https://schema.org/ViewAction: The number of views. https://schema.org/CommentAction or https://schema.org/ReplyAction: The number of comments. The integration of these structured data requirements is crucial for our platform's alignment with Google's best practices and overall content strategy. This will not only improve our content's visibility but also enhance user interaction. I strongly suggest incorporating these elements in your next roadmap update.

    7
    Sudhanshu
    Forum|Forum|2 years ago
    CurtisValentine
    CurtisValentineHelper ⭐️

    Nxt: Ability to add User's Profile Picture in JO programsNew Idea

    Now that we have profile pictures, can we use them as a token in JO email templates? Profile pictures would be a great way to customize email signatures and better engage customers. 

    12
    andr_raposo
    Forum|Forum|2 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Sticky Filters in Company PersonNew Idea

    Found this request that has been solved, but only by creating the Active/Inactive views.  Would be good if filters could remain sticky or allow the end user to save their own views similar to Cockpit.Related ask:  

    0
    heather_hansen
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Company Person section should have column filtersNew Idea

    Company Person section of C360 should have column filters - all I can quick search for is Name or Email, without having to go through the lengthy filter process.  

    6
    heather_hansen
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    Sai Kumar PadalaGainsight Employee ⭐️

    Exclude content in localizationNew Idea

    In the PX localization of articles, Some parts of the original text should not be included in the translation. When using a contextual file. If we leave the <target> empty, it keeps the formatting (bullet points, spaces) which also should be excluded.I’ve tried to achieve this using translate=”no” and also mrk tag but it is not working as expected. Can we please enhance the localization part to exclude content along with the formatting?

    2
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    lpiconeHelper ⭐️⭐️

    KCBot localization with different URL destinationsNew Idea

    Has anyone solved for this scenario?Product site and help articles are localized in 20+ languages.I really don’t want to manage 20+ KC Bots just to point users to localized content, has anyone solved for auto-redirecting where you are dynamically updating the host/base url.How are people using the functionality below?https://support.gainsight.com/PX/Release_Notes/2021_Release_Notes/2_PX_Release_Notes_November_2021#Link_External_Resources_with_Javascript_Function_Call

    4
    Forum|Forum|2 years ago
    juan.delrio
    juan.delrioHelper ⭐️⭐️⭐️

    Data parity between sections and Data ExportNew Idea

    Badges and Ranks have access to data that is not exported, for example “Likes Given” from Ranks, or any badge information.Other things I want to see:Page views per user. Failed searchesIt would be great to see this information in the data export for the Users Table.  

    0
    juan.delrio
    Forum|Forum|2 years ago
    trevor_shand
    trevor_shandHelper ⭐️

    Can a CTA Due Date be set to a specific date?New Idea

    Is it possible to set a CTA Due Date to a specific date? For instance, if we want to invite a customer to a conference, we’d like to have tasks done on X, Y, and dates. But since we don’t know when we will identify the customer, we can’t simply say do these tasks X days from now. Instead we’d like to say do this task on this date, no matter then the CTA was fired. 

    20
    alizee
    Forum|Forum|2 years ago
    mmayhall
    Gainsight Employee ⭐️
    mmayhallGainsight Employee ⭐️

    Ability to Customize Participant Details on Email CopyNew Idea

    When utilizing the “send Email Copy” function, there is a line on the Email Copy that include the context of the Participant’s email address and the SFDC Account Id of the Company they are associated with. It would be helpful to be able to customize these details to display information that is more relevant/helpful to the recipient of the Email Copy, such as the Gainsight Company Name as opposed to the SFDC Account Id. Thanks in advance for your consideration!

    6
    dayn.johnson
    Forum|Forum|2 years ago
    Kgastaldo
    KgastaldoHelper ⭐️⭐️⭐️

    Restrict Groups by Custom RolesOpen

    We have a need to have certain groups open to custom roles (customers, partners, or employees - or some combination of these). We can do this by making the groups private, and then approving anyone with those roles to join. But it would be great if they could be groups that were “public” if you fit into one of those custom roles. This way, customers could see the “Getting Started” group and join and be automatically admitted. But we only want customers in this group, but the group would be hidden from other roles. 

    4
    paulvanhelmond
    Forum|Forum|2 years ago
    robert.svallinContributor ⭐️

    Query Builder, hourlyNew Idea

    In Query Builder I can filter by monthly, weekly or daily. We want to understand when our customers are active during the day. Is it possible to somehow track a feature or custom event on an hourly basis?  

    0
    Forum|Forum|2 years ago
    elisabetta.rossi1Contributor ⭐️

    Track Usage of Teams viewNew Idea

    Hi! We are looking at enabling the SFDC Team View of Gainsight and would like to be able to track usage and adoption of the team view to ensure that this new feature will actually increase the usage of Gainsight from our sales teams.Accordiing to the support team, this is not possible at the moment. Is this something that could be considered as a future enhancement? Thanks

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

    Customer goals - widgets for GS Home, Dashboards, and C360New Idea

    To drive adoption of Customer Goals, it would be great to have OOTB widgets like we have for Success Plans, CTAs, or Portfolio with in-line editing as well. GS Home Example C360 Example 

    3
    HollySimmons
    Forum|Forum|2 years ago
    kelly
    kellyHelper ⭐️⭐️⭐️

    Mluti-select for Delete ActionNew Idea

    Right now, the only function supported by selecting multiple Programs or Templates is Move, I’d like to be able to Delete multiple items at once. It’s tedious having to delete one by one if there are 5, 10, 15 that are to be removed. Navigate to far right>Click>Delete>Navigate to Center>Confirm>Repeat - I can’t even confirm the Delete with the Enter key.

    3
    Stuart
    Forum|Forum|2 years ago
    rterakedis
    rterakedisHelper ⭐️

    Customize the Query Builder Widget Size in Dashboards in PXNew Idea

    Recently, we’ve noticed that the Query Builder widget is defaulting to 2/3 width instead of 1/3 width. We’d prefer the ability to customize the size of the widget, as most of my Product Owners utilizing dashboards prefer the 1/3 width for “at-a-glance” information. Taking up more space than necessary! As a side note, i didn’t see any mention of this change happening in release notes??

    1
    j_ditzel
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Select/Unselect All Option in Dashboards/Reports/Rules/Recycle Bin etc.New Idea

    Hi there,I’ve felt some annoyance over the years relating to the inability to select all items in a list to take action on them, specifically deleting them in:Rules Engine NOW in Recycle Bin Wherever we can select more than one item to take action on, we should be able to:select all / unselect allIt makes no sense having to delete things one by one or having to select all entries manually.ThanksA

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

    Add R360 Layout Name to GS Asset Usage Tracking ObjectNew Idea

    We have implemented Relationships for several of our core products and are looking to understand and monitor usage.  The GS Asset Usage Tracking object includes tracking for users who access the R360 but does not state which relationship (R360) is being viewed.  Not knowing the relationship being accessed does not allow us to coach CSMs to reference the R360 to enhance customer conversations and initiatives.  This suggestion is to add the R360 Layout Name to the GS Asset Usage Tracking object to allow for relationship level analysis.   

    0
    jenniferpa
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    vijayasaileshGainsight Employee ⭐️

    User wants to add emails to the Success Plan Timeline using Gainsight Assist in OutlookNew Idea

    Hi,User wants to add emails to the Success Plan Timeline using Gainsight Assist in Outlook As we currently support only Email to Global/C360 timeline for an account, User wants to load them in SuccessPlan timeline  

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

    Data Designer / HRE Parity : Date FiltersNew Idea

    Heya!In the series of data designer and horizon rules parity, here’s another one following on an earlier post relating to formulas...I’m building the same logic in DD and HRE and don’t have the same filters. While semantically they’ll sort of do the same, it’d be great to fix the parity in date filters as it doesn’t make sense to pick “Today” in one place and “Run Date” in the other.Run Date is probably semantically clearer that it will be whatever the day the rule and design runs on vs. today which could lead to confusion. Thanks!A

    2
    alizee
    Forum|Forum|2 years ago
    edwinContributor ⭐️

    Support grouping by numeric Global Context values in Query BuilderNew Idea

    Currently the Query Builder supports grouping by non-numeric Global Context values, but not by numeric values. We use global context to pass numeric values that define specific areas/location where events took place. Grouping by those locations would allow us to report on ‘location-based-adoption’ at scale. Currently we have no way to achieve this. 

    0
    Forum|Forum|2 years ago
    dannygarciaHelper ⭐️

    Migrate Production to StagingOpen

    Hello - while building out our community before launch, we did all the work in Production since there were no members that it would affect.Now that we have members on it, we’d like to perform changes in the Staging site, but it looks nothing like our Production site. The work it would take to get the Staging site up to date is a lot, so it would be helpful for Community Managers to have a way to copy our production site into the staging site. 

    11
    Forum|Forum|2 years ago
    markglenwalker
    markglenwalkerHelper ⭐️

    Create a setting: Auto re-assign tasks when re-assigning CTA (remove pop-up)New Idea

    We have use cases when end users reassign CTAs (not mass-edit use cases).When re-assigning CTAs, end-users report that it is cumbersome to always click “yes” on the pop-up question to reassign the tasks owned by the CTA owner.Idea: Create a setting that we can enable that will automatically reassign the tasks (avoiding the need for the pop-up).I understand some companies may have use cases where there are different task owners on the same CTA. For this reason, proposing a setting that we can enable that will do the task reassignment automatically.We’ve never had a scenario when the tasks didn’t also need to be assigned to the CTA owner.

    3
    Stuart
    Forum|Forum|2 years ago
    liam_nicholls
    liam_nichollsHelper ⭐️

    Avatar for System Admin userNew Idea

    I have encouraged Gainsight users to add a profile image for their avatar in Gainsight. These avatars appear throughout the Gainsight UI, in particular they appear on the Timeline.I use rules to update milestones on the Timeline. These updates come from an automation and are posted as System Administrator. There’s no config options for this “user”.  I would like the ability to be able to customise the avatar for this user. Currently the avatar is blank. I could imagine some admins may want to use a company favicon or something that also helps identify it as an System Administrator updated activity.    

    0
    liam_nicholls
    Forum|Forum|2 years ago

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