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    6164 Ideas

    rterakedis
    rterakedisHelper ⭐️

    Query Builder "Where" constraints for FeatureNew Idea

    Hello,I’m using query builder to attempt to get a better idea of survey audience (more than the 7 days of “Audience Preview”).   I noticed in query builder that if you select “Feature” as the event, the “where” contstraints don’t have any of the same functionality as you would expect for feature usage (such as first used, last used, number of times used, etc).   Could we get those added as well?cc/ @jmobley 

    1
    jmobley
    Forum|Forum|2 years ago
    daniel.boon
    daniel.boonHelper ⭐️⭐️⭐️

    Add 'remember me' option for Gainsight loginNew Idea

    I want to see this page less :DI really don’t like seeing this page every day when I try to navigate to our Gainsight instance and having to: click the field, enter my email, press login, and choose my Google SSO account. That’s 4 additional clicks just to get into Gainsight! If I use Gainsight every working day, that’s 20 clicks a week, which is roughly 1040 clicks a year :O (I don’t use Gainsight during holidays but you get the idea).I would love to see a ‘Remember me’ option that kept me logged in for 30 days.

    4
    carolyndibuono
    Forum|Forum|2 years ago
    Emily44723Contributor ⭐️

    Customized subject lines for nudges with course nameNew Idea

    In relation to my last idea on having users sent directly to the course they need to complete, if we could customize the subject line and text in email for nudges for each course that would help users know what they need to complete.  Right now the option is to send the nudge for one specific course, or all courses, so it can’t be fully customized. Further on that it would be helpful if we could customize the final nudge they receive to let them know ‘this is your final reminder….’

    0
    Forum|Forum|2 years ago
    Emily44723Contributor ⭐️

    Nudges that send users to specific course they need to completeNew Idea

    Right now when nudges are emailed to a user to remind them to go back and complete their course it sends them to our full catalog, and not the specific course they are receiving the reminder for.  Our users have expressed frustration having to search through our catalog to remember the name of the course they need to complete, versus taking them right to where they left off.

    0
    Forum|Forum|2 years ago
    Emily44723Contributor ⭐️

    Nudges when clients are enrolled in a course but have not started.New Idea

    Right now when I enroll a new user in a course they will receive an email to start the course, but no nudges if they do not click the email to start the course.  It would be super helpful for them to get a reminder to start the course 24-48 hours after enrollment if they have not.

    0
    Forum|Forum|2 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Success Plan Objective Identification and Assignment issuesNew Idea

    Currently when creating Objectives via rule you cannot assign them independently of the Success Plan owner and you cannot add a token to the Objective name.  Additionally, Objective CTAs cannot be updated with a rule like other CTA Type to create an Objective that is assigned to someone other than the plan owner or with a token in the CTA Name.  This limits our ability to leverage automation for Objectives / Success Plans.  Please allow Objective CTAs to be assigned and named like other CTA Types.  

    0
    angela_domenichelli
    Forum|Forum|2 years ago
    mmue
    mmueContributor ⭐️⭐️⭐️

    Enable Attachments for Product UpdatesNew Idea

    Hello,we’re now using the Product Updates for our development Roadmap and would like to be able to also attach files to the posting. We’ve included a picture of the Roadmap but would like to be able to attach a PDF, that our clients can download and use.In this posting this feature was planned soon, but this was 3 years ago:Does anyone else miss this feature?

    0
    mmue
    Forum|Forum|2 years ago
    kstim
    kstimHelper ⭐️⭐️

    Allow More Customizability in PX DashboardsDiscovery

    It would be great to have more customizability within PX dashboards. Currently, the built-in widgets are very limited on how they can be configured and customized. I’d love to have the ability to change the size of the widgets, the display, the colors, etc. Furthermore, I’d love for the ability to add Google sheets and other documents into the dashboard. Text boxes would also be great in order to expand on the widget and offer clarity where needed. The use case is to have all PX-related information in one place, on a single dashboard, to make it easier for consumption and visibility.Thanks!

    10
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    srinivas myakalaGainsight Employee ⭐️

    Have a way to see the historical values of the attributes.New Idea

    It would be great to have an option see the values that an attribute had historically. When we use an attribute with historical tracking on, we would need to be able to see the values the account/user attribute had in the past rather than guessing.

    0
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    mmayhall
    Gainsight Employee ⭐️
    mmayhallGainsight Employee ⭐️

    Failure Notification/Alerts for Activity Sync to SalesforceNew Idea

    It would be beneficial for admins to have the ability to opt-in to notifications/alerts in the event of an Activity Sync to Salesforce failing (similar to the failure notifications available in other areas of the product, such as Rules Engine).This would prevent admins from having to continuously monitor the GS Error Logs object, and would help to catch one-off failures before they turn into larger issues.

    3
    jenlpro
    Forum|Forum|2 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Allow inline editing in tabular reportsReleased

    It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in the tabular report, edit the cell, and have that update the associated object record. 

    78
    Prateek Parashar
    Forum|Forum|2 years ago
    lpiconeHelper ⭐️⭐️

    Gainsight PX - Feedback Form or Forward Survey responesNew Idea

    If the following is correct, and the feedback form does not contain all of the user, account and global context values - they should be available to be added by developers.  We would like to use GainsightPX to create a support ticket while the users are in product.We have added very valuable information to gainsight that is not accessible by this simple form. Has anyone come up with another solution / option which I have not found yet? It seems as if our two options are:create, use the feedback form with the restrictive data available - and I do not see the globalContext data in the view - is this a mistake? Type of issue: Support Description: xxx User email:  User id:  Account:  Account id:  create, reuse a survey → which we cannot auto-forward to support (webhooks don’t seem to be an option yet either) Last associated Account id Account Name Type Identify Id Last Seen Date Sign-Up Date Roles Email Unsubscribed Localization Language Active Product Launch Type Accessed Via Integration Is Throttled API Product Environment Global Context accessedViaIntegration Global Context activeProduct Global Context apiProduct Global Context assignmentId Global Context assignmentName Global Context classId Global Context classTitle Global Context consumerFamily Global Context id Global Context isThrottled Global Context localizationLanguage Global Context ltiLaunchUrl Global Context ltiVersion Global Context role Global Context tii_app_key Global Context tii_launch_url Account Account ID Account Name Account Last Seen Date Account Create Date Account Parent Group Id Account Parent Group Name Account Grade Book Admin Enabled Account Discussion Boards Admin Enabled Account Paper Deletion Requests Admin Enabled Account AIW Indicator Admin Enabled Account Online Grading Admin Enabled Account SWS Instructor May OptIn Account License Name Account Similarity Report Admin Enabled Account Translated Matching Admin Enabled Account SWS Account May OptIn Account Anonymous Marking Admin Enabled Account Peer Mark Admin Enabled Account Grammar Check Admin Enabled Account Account Language  

    0
    Forum|Forum|2 years ago
    cankney
    cankneyContributor ⭐️⭐️⭐️

    Limit/warning for Timeline activity date in the futureNew Idea

    Gainsight currently lets you select an activity date in Timeline for a date in the future. One of our CSM managers pointed out that this can be confusing, and can skew data in reports if this is done in error.I understand there are use cases where this is beneficial so I’m not suggesting completely limiting this ability, but it would great if a) when a timeline activity is created with a future activity date a confirmation popup could appear or b) maybe admins could have the ability to limit how far in the future a timeline activity could be created, or to not allow future activities to be created.

    3
    kelly
    Forum|Forum|2 years ago
    Jasper
    JasperContributor ⭐️⭐️⭐️⭐️⭐️

    Mega menu open on mouse over?New Idea

    We use the mega menu on our platform, and our superusers love it. A few of them suggested the option of it opening the drop down menu automatically when you mouse over it. Is it possible to add an option to open it on mouse over?There is currently no setting for it in Control.

    0
    Jasper
    Forum|Forum|2 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Allow filters for @ Mention in Global TimelineNew Idea

    End users need to find Timeline activities in Global Timeline where they are mentioned.  The only work-around is to use the magnifying glass and see wherever your name is listed, but that returns all Timeline entries where you created, attend, or are mentioned and it is still challenging to find just the entries where they are mentioned. 

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

    Set your own Action Name in Horizon RulesNew Idea

      There are some great posts out there for enhancing HRE Actions (linked below), but I haven’t seen one that specifically is asking for the ability to create your own Action name.Here’s the issue:To best consolidate our rules, we like to use our rules to execute multiple actions We are able to name the BRANCH, but we are not able to name the ACTIONWhy does this matter?When deleting fields from your dataset, the Dependency pop-up only gives you the name of the Action that the field is dependent on (eg….Call to Action….Set Score 2.0….).  If you have a rule with many of the same actions, you do not know which action the dependency is onReal Life Example:We have 1 scorecard rule to set our scorecard measures. The rule has 20 actions When I try to delete a field from the dataset that is no longer needed, I get a pop up like this (below) and look at all the possible Actions that this could be dependent on and I have no idea which one it is (second screenshot)If I could name my Actions, OR EVEN BETTER IF AI SUGGESTED AN ACTION NAME FOR ME, this would improve the admin experience. 

    1
    alizee
    Forum|Forum|2 years ago
    krishna_reddy_k
    Gainsight Employee ⭐️
    krishna_reddy_kGainsight Employee ⭐️

    Making simple to use "in" Operator in filters in Reports and DashboardsNew Idea

    Hello, When we use string field in the report filters or Dashboard golbal filters, it is allowing us to use “in” operator. But, we have to enter the values one by one. There is no simple way to add values at a time.Assume that we have 30-50 values to filter for analytics. But, we have to enter these values one by one, we cannot add them at a time with any separator. So, it would be easy if we can provide an option to take multiple values at a time with any separator. 

    0
    krishna_reddy_k
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    amanda.caldwell
    amanda.caldwellContributor ⭐️⭐️⭐️⭐️

    Allow Admins to change the order of custom Highlight Fields on P360New Idea

    Hi,Please allow us to change the order of custom fields added to the Highlight section of the new P360. 

    0
    amanda.caldwell
    Forum|Forum|2 years ago
    amanda.caldwell
    amanda.caldwellContributor ⭐️⭐️⭐️⭐️

    Remove 6 month filter on P360 Sponsor Tracking widgetNew Idea

    Hi,Why is there a filter on the Sponsor Tracking widget? Because Sponsor Tracking already tracks a limited number of fields and those fields don’t often change, what is the purpose of restricting the widget to the last 6 months? It makes the widget unusable.Please remove the filtering and/or allow Admins to attach their own level of filtering to the widget. 

    0
    amanda.caldwell
    Forum|Forum|2 years ago
    amanda.caldwell
    amanda.caldwellContributor ⭐️⭐️⭐️⭐️

    Allow Admin to Disable Email Send for P360New Idea

    Hi,Before we can use the new P360 feature, we need to be able to disable the Email Send feature. We have very strict protocol when it comes to security and emails we send externally. Please provide Admins with a way to turn off the “Send Email” feature in the new P360. Thanks!Amanda

    0
    amanda.caldwell
    Forum|Forum|2 years ago
    TMaier
    TMaierHelper ⭐️

    Visual Indicator of Action Status in HRE Rule OverviewNew Idea

    It’s super awesome that we can toggle individual Actions on/off in HRE, that was a great enhancement. I had a minor suggestion for a change to the UI that will help us safely use that new feature. Currently, the only place to see whether an Action is on or off is by opening the actual Action branch page to check the toggle there. It would be fantastic to see a visual indicator that certain Actions are disabled in a branch from the higher level view as well. Current view. One of these is disabled. Guess which one?Simple mock-up for what this might look like…Obviously this will help admins keep track of the config in rules - especially useful for multi-admin orgs, or new admins inheriting a existing org. I can’t see opening every rule, navigating to the Actions screen, and opening every individual Action branch to check the status.

    5
    dayn.johnson
    Forum|Forum|2 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow color for Company Score when Sourcing from Relationship Scorecard FactNew Idea

    Hi there -  I’m working on rolling out relationship-level scoring in our org. When building out a relationship-level mass edit report to show these scores to our end users, I noticed that the UI that shows the actual color (and therefore the scorecard comments when you hover over it) is only available for relationship scores and measures. If I want to show the Company score, I’m resorted to just showing the label (as you can see in my below screenshot.  I’d like to see an enhancement where Gainsight allows the same UI color option for Company level scores when sourcing from the relationship level. It would be super helpful for us to quickly ascertain if there’s a difference between the relationship score and company score, plus it just looks nicer! Thanks for considering.  

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

    Horizon Rules and IDsNew Idea

    I mentioned this in a comment in a separate post a few months ago, but thought it worth calling out again here. In Bionic Rules, you can filter on specific IDs throughout a rule, including in Case statements like the below:(The redacted parts are SFDCIDs) In Horizon Rules, that is no longer possible as any ID field just becomes a lookup. It looks like this:Note that not only is it a lookup, but if you want to add another field or see your full result you’d need to scroll over, but I digress> The issue with the lookup, is if you need to key in a specific ID. In my case, I need to intercept data from an SFDC account and change the SFDC AccountID before my actions. Now, I need to use the contains operator (haven’t tested if that works) or filter for one of the many possible account options (there are duplicates, hence the issue) and test until I’m confident I’ve got the right one selected. I’m guessing that this behavior isn’t going to fundamentally change, but my ask here is can we find some ways to make the functionality more similar? We’re likely not the only ones using these filters in rules or expecting Horizon Rules to be at least as capable as Bionic Rules. Some ideas that would help (if not outright having the same functionality):Allow an ID to at least be input into the search to retrieve the named record As part of the search result, display the ID so you know it’s the one you want In areas like this where there is a lack of functional parity between the two options, have it well documented. Not just the exciting “new workflow” and “Snowflake as a Data Source” headliners, but actual “Here’s how you used to do X in Bionic Rules, here’s the workaround in Horizon Rules”.Thanks!

    9
    spencer_engel
    Forum|Forum|2 years ago
    kraschkeaxonContributor ⭐️⭐️

    Include Milestones as Optional Assocation with Timeline ActivityNew Idea

    Could it be considered to add a checkbox that will associate timeline activities with customer journey/timeline events? Sometimes a a timeline event is also part of a meeting or activity type, and having the ability to check a box that would also add it to customer journey based on impact would be very helpful. Currently it requires 2x the work and is much easier to miss. 

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

    bcc someone on an email in a JO ProgramNew Idea

    It would be quite convenient to be able to bcc someone on an email in a JO Program.

    3
    dayn.johnson
    Forum|Forum|2 years ago

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