Skip to main content

    A note on ideation

    Building a Better Ideation Process

    Votes matter. Comments matter. But product decisions are rarely as simple as "top voted idea wins."
    See how your voice really shapes what we build.

    Learn More ›

    Idea Pipeline

    Filter by idea status

    Filter by product area

    6159 Ideas

    t.nelsonContributor ⭐️

    Preserve Weekend-Aware Task Scheduling When CTA Due Dates Are Manually UpdatedNew Idea

    Current BehaviorUpon initial CTA creation, playbooks can be set up to assign task due dates relative to the CTA due date while automatically skipping weekends.However, there is a significant gap in the current functionality. If a user manually updates the CTA due date after the playbook has already been applied, Gainsight recalculates the associated task due dates without honoring the "Skip Weekends" setting. As a result, tasks can be rescheduled onto Saturdays and Sundays, even though the original playbook logic was configured to avoid weekends.Gainsight Support has confirmed this is the current product behavior.Requested EnhancementWhen a CTA due date is manually updated and task due dates are recalculated, the existing playbook scheduling logic should continue to honor the configured Skip Weekends option, just as it does during the initial playbook creation.In other words, the weekend-skipping behavior should remain consistent regardless of whether the schedule is generated initially or recalculated after a CTA due date change.Why This MattersCTA due dates are frequently adjusted throughout the customer lifecycle. Priorities change, customers request extensions, meetings move, and implementation timelines shift. Updating a CTA due date should be a routine action - not one that unintentionally creates invalid task schedules.Without weekend-aware recalculation: Tasks are assigned due dates on weekends, creating unrealistic expectations for CSMs and other users. Users must manually review and correct every task after changing a CTA due date, adding unnecessary administrative work. Organizations lose confidence in automated playbooks because manual adjustments are required to restore the intended schedule. Reporting and workload planning become less accurate when tasks are assigned to non-working days. For organizations with standardized customer success processes, this creates additional operational overhead and reduces the value of automated playbooks.Business ImpactMany companies rely on CTA Playbooks to enforce consistent customer engagement timelines and operational best practices. The current behavior breaks that consistency whenever a CTA timeline changes.The expected behavior is that the scheduling engine applies the same business rules - such as skipping weekends - both during the initial playbook creation and during any subsequent recalculations triggered by a CTA due date update.Maintaining consistent scheduling logic would: Reduce manual administrative work. Improve trust in playbook automation. Ensure task timelines remain realistic and actionable. Better support organizations that operate on standard business calendars. This enhancement would make CTA Playbooks behave more predictably and preserve the automation customers have already configured.

    0
    Forum|Forum|1 month ago
    kathleenorazio
    kathleenorazioContributor ⭐️⭐️

    Profile > Topics: Breakdown for Questions, Conversions, IdeasNew Idea

    Our community members (especially long-time members) what to be able to see all the “Ideas” they have submitted over time. In their profile, they can see the number of topics they have created, but that’s inclusive of Questions, Conversions, Ideas. They want a way to filer on just their “Ideas” or “Questions” or “Conversations”

    2
    mlevota
    Forum|Forum|1 month ago
    Gainsight Employee ⭐️
    SaitejaKGainsight Employee ⭐️

    Enable Person GSID and Company GSID as lookup fields on the NonRegisteredUsers system objectNew Idea

    We’d like to request that the existing Person GSID and Company GSID fields on the NonRegisteredUsers system object be enabled as lookup relationships to the corresponding Person and Company records.The goal is to report on non-registered users alongside related company attributes, such as Account Name, ARR, CSM, and Region, and person attributes, such as Email and Title. Without lookup functionality, these relationships cannot be easily leveraged for reporting and analytics, which creates a need for duplicate datasets or custom administrative workarounds.Enabling these fields as lookups would:Improve consistency with the broader Gainsight data modelMake the NonRegisteredUsers object more useful for reporting and analyticsReduce duplicate data maintenance and administrative overheadAllow customers to use related Company and Person attributes without custom processesPlease consider this as a product enhancement request

    0
    Gainsight Employee ⭐️
    Forum|Forum|1 month ago
    marcos.beinder
    marcos.beinderContributor ⭐️⭐️⭐️

    Enable GS Copilot to create Group Send listsNew Idea

    Curating bespoke dynamic or static lists is one of the biggest hurdles our CSMs need to overcome when using Group Send. It would be ideal if we could use Copilot to hunt and peck for the right Company or Relationship persons to use, and then be able to ask Copilot to load that list as at least a static list for future use, dynamic would be a bonus.

    0
    marcos.beinder
    Forum|Forum|1 month ago
    natalie_howell
    natalie_howellContributor ⭐️⭐️

    Ability to update multiple timelines at once?Closed (Duplicate)

    I have over 40 clients in GS and often make an update to multiple client sites at once. Is there a way to mass update the accounts in GS with the changes made? We are encouraged to keep notes in GS for our clients but if I have to go into 40 Timelines to post the exact same update, it is ridiculously time consuming. Suggestions?

    25
    ChiragJ
    Forum|Forum|1 month ago
    kevin_ly
    kevin_lyHelper ⭐️

    [Feature Request] Allow reporting on Timeline AttachmentsCurrent Behaviour

    Posting on Behalf of a customer. Its found that given a timeline post with an attachment. User is not able to later make a report on those attachments via GS Report Builder on "Activity Timeline" MDA Object. Please make that available for use.

    17
    ChiragJ
    Forum|Forum|1 month ago
    sagan_sherlin
    sagan_sherlinHelper ⭐️⭐️

    Question. Is it possible to report on the "Drafts" in Timeline by User? [Email to Timeline]Parked

    Hi everyone! I'm currently loving email to timeline, as it's helping us ensure that we're getting communication into the system! But we're running into users that aren't exactly staying up to date on reviewing their 'Drafts' in Global Timeline. So, I was wondering how are others managing the ensuring that their users are reviewing their 'drafts' sections? Ideally, I would like a report that the managers can review to speak with their teams - but I'm not finding where that would be stored... As always, THANK YOU! 🙂

    25
    ChiragJ
    Forum|Forum|1 month ago
    jmuhiuContributor ⭐️

    Duplicating existing timeline entries as new recordsReleased

    Hello,At the moment, many of our users are finding timeline as a time suck due to the manual nature in submitting new entries for every activity. Often times, users find themselves creating the same entries (such as meetings or key updates) with different dates. An idea to help speed up the entry process would be to be able to duplicate an existing entry and once the duplicate is saved have it appear as a new record. This would eliminate some of the copying and pasting for ultimately the same entries and allow users to skip adding internal and external attendees, specifically those members who are always on that particular kind of entry. Thank you for your consideration and support. 

    12
    ChiragJ
    Forum|Forum|1 month ago
    kstim
    kstimHelper ⭐️⭐️

    Please make the managing of shared reports an easier experienceOpen

    I love the share reports feature in Reports, but I am hoping some updates can be made to the usability of this feature so that managing shared reports is an easier and more enjoyable experience.1). When I navigate to the Manage tab to adjust existing sharing settings for users, I can’t make edits to it as it’s greyed out. If I wanted to make a change, I need to create a new “Share”. This then creates issues with the older report links shared out with a message saying “Unable to access the link.” Usability would greatly increase if admins had the ability to edit existing shares (i.e. remove a user(s), add a user(s) edit the sent time for scheduled reports, etc.)2). When trying to delete a singular sharing setting, it deletes the rest of the existing sharing settings as well and not just the one I want to actually delete. This means I have to re-add all of the existing sharing settings on the report from scratch. It would be super useful if an adjustment could be made where selecting “Delete” on one action only deletes that one action, not all of them.Thanks! 

    20
    romihache
    Forum|Forum|1 month ago
    aditya7Contributor ⭐️

    Enhance Dashboard Management with Folder Structure and SortingNew Idea

    As our Gainsight PX implementation grows, managing dashboards becomes increasingly difficult. Currently, there is no way to organize dashboards into folders or control the order in which dashboards are displayed.For teams with a large number of dashboards across Product, Customer Success, Engineering, and Leadership functions, finding the right dashboard can be time-consuming and inefficient.It would be helpful if Gainsight PX provided:Dashboard folders for grouping related dashboards Custom sorting or manual ordering of dashboards Options to pin or prioritize frequently used dashboardsThis enhancement would improve usability, dashboard discoverability, and overall dashboard management for organizations with large PX deployments.

    0
    Forum|Forum|1 month ago
    aditya7Contributor ⭐️

    Enable One-to-Many Relationship Between User and Account in Gainsight PXNew Idea

    Currently, Gainsight PX primarily supports a one-to-one association between a User and an Account. However, in many real-world B2B SaaS environments, a single user may belong to or interact with multiple accounts within the same product.Today in PX, it is difficult to understand the complete account footprint of these users because a User is not associated with multiple Accounts.It would be valuable if PX supported a one-to-many User-to-Account relationship, allowing a single User record to be linked to multiple Accounts. When viewing a User profile, PX should display all associated Accounts and the user's activity across those Accounts.This would provide a more accurate view of engagement, reduce duplicate user records, and improve reporting, segmentation, and product usage analysis for organizations with shared or multi-account users.

    0
    Forum|Forum|1 month ago
    gunjanm
    gunjanmExpert ⭐️

    Goals UI ImprovementsNew Idea

    This is all direct feedback from a CSM who participated in an internal UAT on Customer Goals.#1 - the "recently added" highlighted section makes it look like there are 2 goals instead of one. This is confusing, especially since 2 goals were created instead of 1, so it looked like 3 goals.#2 - if no CTA is available, then "associate to CTA" should not be an option; it was confusing when I was directed to a blank CTA screen and then had to cancel and create a new CTA.#3 - see comment for #2; applies to Success Plans as well.

    0
    gunjanm
    Forum|Forum|1 month ago
    gunjanm
    gunjanmExpert ⭐️

    Allow Reorder of Note TemplatesNew Idea

    Please allow us to be able to reorder the sequence of Note Templates. It’s currently based on creation I think. I want to change the sequence to be more logical and can’t.

    0
    gunjanm
    Forum|Forum|1 month ago
    TylerNHAContributor ⭐️

    Make Timeline Cloning Available on SP/CTA TimelineNew Idea

    Currently you have to use the account or overall timeline to clone activities. It would be helpful to have the same feature available for activities created within a SP or CTA

    0
    Forum|Forum|1 month ago
    TylerNHAContributor ⭐️

    Improvements for Journey Analytics DashboardNew Idea

    The new dashboard released by gainsight is very helpful but I want to make suggestions that may make it a bit more end user friendly:Turn the programs global filter to a picklist - most of our end users don’t know the name of the program since it’s on the back end give admins the ability to pre-filter which programs are available - we have internal programs that we do not want to be surfaced in this dashboard, I want to take away the ability for our end users to select them within the programs filter

    0
    Forum|Forum|1 month ago
    hardinContributor ⭐️

    Apply Global Search Configuration to the Gainsight Home Calendar WidgetNew Idea

    Our organization primarily works from Relationship records, not Company (C360) records. We recently configured Global Search to return only Relationships, which significantly improved the user experience by reducing irrelevant search results and helping users find the right records fasterIt would be valuable if the Gainsight Home Calendar Widget could leverage the same search configuration settings as Global Search. This would provide a more consistent experience across the platform and further reduce user friction.Benefits:Consistent search experience across Gainsight Faster access to the correct Relationship records Reduced clutter from irrelevant Company results Better support for relationship-centric deploymentsWould love to see admins able to control Calendar Widget search behavior using the same configuration options available in Global Search.

    0
    Forum|Forum|1 month ago
    rjmanayon06Contributor ⭐️

    Enhancement for Gainsight on Mail Manager UI for each sender. (Group Send)New Idea

    CSMs need to see if how close they are to the monthly 10k sending limits but currently cannot. Adding monthly Global Filter would allow them to track this, whereas quarterly values would be relevant for managers tracking the adoption of the tool.

    0
    Forum|Forum|1 month ago
    amanda.caldwell
    amanda.caldwellContributor ⭐️⭐️⭐️⭐️

    Need a list of all scheduled reportsParked

    Hi,There was an issue with scheduled reports the week of 4/29/2024 where no one was able to open up reports from the email they received. In order for us to understand impact and let our partners know, it would have been great to have a report or dashboard listing all scheduled reports. With the current solution, we had NO WAY of knowing which reports were scheduled and who would be receiving them.We NEED a way to see: all scheduled reports, who is receiving them, what their schedule is and next delivery date.Example of what happened on week of 4/29/2024 is below.  

    6
    dcassidy
    Forum|Forum|1 month ago
    pwalkerContributor ⭐️

    Configurable Activity Type for Gong / Staircase IntegrationNew Idea

    We need a way to configure the default Timeline Activity Type (e.g., mapping to a custom type like "Virtual Meeting") for engagements imported via the new Gong / Staircase AI integration. Current Behavior: Calls synced through the new Gong / Staircase integration automatically default to the standard "Meeting" Activity Type in Timeline. There is currently no setting to change the default. Previous Behavior: The previous Gong / Gainsight integration allowed admins to explicitly define which Activity Type imported Gong calls should map to upon creation. Lumping all engagements into a generic "Meeting" type prevents us from accurately tracking and segmenting CSM touchpoints (e.g., differentiating between In-Person Meetings, Phone Calls, and Virtual Meetings). Our leadership team relies on accurate activity breakdown reporting to evaluate customer engagement channels.

    0
    Forum|Forum|1 month ago
    t.nelsonContributor ⭐️

    Allow "Associated Persons" to be displayed as a column in Cockpit admin defined viewsNew Idea

    We utilize the Associated Persons feature in Cockpit and see a lot of value in associating the relevant customer contact(s) to a CTA. However, one key limitation is that Associated Persons cannot be displayed as a column in Admin Defined Views.Today, a CSM must open each CTA to see who the CTA is associated with. For organizations that create person-centric CTAs (such as onboarding contacts, low usage users, champions, or executive sponsors), this adds unnecessary clicks and makes it more difficult to prioritize work.It would be extremely valuable if Gainsight allowed Associated Persons to be selected as a column in Cockpit Admin Defined Views.Potential benefits:Allow CSMs to immediately identify which customer contact a CTA relates to. Improve efficiency by reducing the need to open CTAs just to identify the associated person. Increase adoption of the Associated Persons feature by making the information visible where CSMs spend most of their time. Better support person-centric workflows such as onboarding, adoption, renewals, and dormant user outreach.Possible enhancements:Display the primary associated person by default. If multiple people are associated, display the first person's name followed by "+X more" (for example, John Smith +2). Allow filtering and sorting by Associated Person within Cockpit views.As Gainsight continues to expand person-centric capabilities, surfacing Associated Persons directly in Cockpit would make the feature significantly more useful for day-to-day CSM workflows.

    1
    Forum|Forum|1 month ago
    Edward.Castro
    Edward.CastroContributor ⭐️

    Nested Public CommentsReleased

    Our community and likely other community groups could benefit from having nested responses that are public rather than only communicating through private message. The purpose of our community is to have members learn not just from us, but from one another as well, so it is critical that our responses to the various community members be able to be read by the community at large, else the goal of exponential learning and connectedness is impossible to achieve. It seems like a basic function to have the option for the replies we post to our members be either private or public.

    7
    Sudhanshu
    Forum|Forum|1 month ago
    cbeac2432
    cbeac2432Contributor ⭐️⭐️⭐️

    Thread/Comment Feature in TopicsReleased

    It would be great if we could comment/thread on specific answers without quoting them. Sometimes the comment is for the original poster and sometimes the comment is directed to someone who answered the question. It’s important to clean this up to keep everything from being 1 long thread visually. 

    18
    Sudhanshu
    Forum|Forum|1 month ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    360 in Sidebar - Add Company StatusDevelopment

    I understand that space is limited and there are some companies with long names, but status is such a critical piece of information that it seems like an oversight that it's not included in the C360 in Sidebar.There is some valuable real estate available that could be used to add the Status Edit: I didn’t know that Status wasn’t a mandatory field. So, as stated in the comments, please consider this as an admin-enabled option. Thanks, 

    11
    pgeorge
    Forum|Forum|1 month ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    New Primary User Role: Staff (Non-Admin)Released

    While non-admin Staff user roles can be somewhat accomplished with custom user roles, it’s not a perfect solution for segmenting the analytics or filtering topics/users by role in Control. The reason? All custom user roles also have to have a primary user role and the primary role is “leading.” Therefore, your custom “staff” or “employee” user role is likely to also be either a “registered user” or “superuser” primary role. This gets in the way of the utility for analytics and filtering in control. You might want to filter by posts from non-staff registered users or non-staff super-users. In particular, the helpful “answered by peer” metric in the Success Dashboard would be more valuable if peer could mean “non-staff.” That would really indicate the self-service value of community members answering each other’s questions, versus staff. Given that Moderator and Community Manager roles count against seats on the licenses (and that all staff do not need this admin access), we’re left without a way to filter out non-staff registered users. (Unless you took the pains to assign an additional custom user role to every non-staff member that signed up). If there were to be built, my recommendation would be:Posts avoid spam detection (like superuser role without the mark answer ability)  Option to automate users with an email with a specific domain to be auto-assigned this role

    6
    Aleksandra
    Forum|Forum|1 month ago
    jen_pakravan
    jen_pakravanContributor ⭐️⭐️⭐️⭐️⭐️

    Allow Timeline Activities to be ClonedReleased

    Right now, CSMs have to add a lot of the same information into Timeline Activities when they're creating them for the same account. A lot of them have requested that they be cloneable and then editable (similar to the functionality for rules).

    22
    ChiragJ
    Forum|Forum|1 month ago

    Filter by product area

    • All product areas
    • Gainsight CS
    • Gainsight PX
    • Gainsight CC
    • Gainsight CE
    • Skilljar by Gainsight
    • Staircase AI

    Terms & ConditionsAccessibility statement