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    Idea Pipeline

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    6164 Ideas

    anirbandutta
    anirbanduttaExpert ⭐️

    Sort Ideas based on Product feature areasReleased

    We have Product Area categories to have focused Discussions but not so for Ideas which stack all posts together without an ability to sort.Something like this for Ideas would be highly usefulCustomers as well as Feature PMs will greatly benefit from being able to filter Feature requests per Product Area.

    7
    anirbandutta
    Forum|Forum|2 years ago
    lane_h
    lane_hHelper ⭐️

    Zoom Webinar Registration IntegrationNew Idea

    With the rise of Digital Success becoming the way of the future, integrating with webinar platforms is becoming more important. Instead of having to export data from one system to load it into Gainsight and Journey Orchestrator, it would be more powerful to have an integration where the data flows on its own. This would allow organizations to:measure engagement with webinars set healthscores Trigger webinar invites based on health scores send follow up emails to those who registered and did/did not attend.

    4
    Jen.BPeters
    Forum|Forum|2 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Eliminate Discrepancy in Renewal Date WidgetNew Idea

    I just realized today that there is a discrepancy in the Renewal Date widget in the C360 vs. just bringing in the Renewal Date field itself from the Company object. The widget shows a format of Mar 29, 2024 and shows the number of days either past renewal or from renewal, but admins cannot set this widget as editable. If we want to make Renewal Date editable, we have to select it from the Company object, which means we lose the formatting of the widget - i.e. just 3/29/2024 and no small text that shows the days out from renewal.  Why the difference in behavior here? Here’s a screenshot showing the difference.Date field on the left; widget on the right 

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

    Include Company GSID in Create CTA Action exportsNew Idea

    When you have a horizon rule that creates a CTA, and you want to download the execution results for the Create CTA action, Company GSID is not included in the file (only Company Name). This makes it really frustrating when trying to cross-reference from your fetch results.This idea is to request that Company GSID be included in all “action” execution log downloads.For example, my dataset may have 100 records and the Create CTA action results in 90 records. If I want to investigate that discrepancy of 10 records, usually I compare the two datasets.However, I’m not able to do that easily in Horizon Rules because the action with the 90 records does not include Company GSID and only has Company Name. Company Name is not sufficient enough for troubleshooting needs, and Company GSID should always be included in Action execution result exports.

    0
    sarahmiracle
    Forum|Forum|2 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Set the Display Name as the header of a CSV (rules engine - export to S3)Closed (Duplicate)

    I was struggling with a rule where the CSV column names didn’t match the names I was setting in the rule (export to S3 enabled) and the response I got from support was that it was intended behaviour adn to submit and idea, so here I am:FieldAlias is created only once when we save the field for the first time, and if the display name is changed after that, it won't change the field alias again. It's very common practice to build rules in phases, test, adjust, and once all is working as expected do the final changes, such as field naming (“Display Name”). If you were to troubleshoot something in the future, basically you have to guess which column in the exported CSV you are looking at if at any point in time the Display Name was updated.Please, can you consider respecting the current "Display Name” as Column Header when exporting to CSV? Currently the only “workaround” is to either delete and re-add with new names before saving, or add a transform to rename and export from there.

    4
    anirbandutta
    Forum|Forum|2 years ago
    mai.eliezer
    mai.eliezerContributor ⭐️⭐️

    Add ability to configure some time constraints in Customer Journey WidgetClosed (Duplicate)

    Our team is only starting to use Milestones, as such there are not many to display in the Customer Journey widget. Currently it is only possible to see a few months at a time. It would be great if we could configure the amount of time shown in the widget to give us the ability to “zoom out” or “zoom in” as needed to show more or less milestones/events.

    8
    anirbandutta
    Forum|Forum|2 years ago
    Christina P
    Christina PContributor ⭐️⭐️

    Customer Journey Widget NavigationNew Idea

    If possible, we would like quick navigation to previous years to see milestones in the past. Currently you can only skip by months and it is quite tedious to click backwards for more tenured customers.   

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

    Allow for more than just "milestones" on the Customer Journey widget, instead use boolean field on other types that a CSM manually flagOpen

    It would be great if we could allow for more than just the Milestones timeline type to the widget. It’s a really cool and powerful widget that is a little to gated Reason for this is our team is already set in a process to record SBRs to a timeline type specifically for those. Since the widget is only limited to Milestones, they will not show without us having to change our process which frankly is not worth it. Ideally, I would like to see a field that is simple boolean that a CSM can check in addition to the configuration we would set as the admin. This would also help in a general sense for account transitions bc then a new CSM could focus on the timeline entries flagged as most important by prior CSMs

    18
    spencer_engel
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    ngaralaGainsight Employee ⭐️

    GS Home - Sentiment score and drill-down filtersNew Idea

    As per the current configuration, we are showing data for the sentiment widget from the "CX Center Text Analytics" object based on the current year filter + global GS Home filters. However, we are not considering survey time period settings as a filter in the backend. Whereas if we use the filter for CSAT as the last 365 days, it shows the last 365 days of data, and the same will be expected in sentiment as well. This creates a lot of confusion among users about how the data is being reflected.

    0
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Display upstream lookup fields in CTA available fieldsNew Idea

    Hi all, related to this Idea I just posted, I’ve noticed today that it’s not possible to display Company fields on the “Relationship” section of a CTA layout.This surprises me since everywhere else in the platform, the relationship looks up to the company and as the “smaller entity” it can look back up to the upstream chain… company, parent company, grandparent company etc.While there’s certainly a Company Tab, I - in some circumstances - want to display fields from the company layer in a relationship environment.Example :I want to review a new customer to assign them. I have a CTA at the relationship level because we’re multi-product line.At the relationship level, I set a CSM, an engagement model and cadence, a stage which are specific to the product, and not necessarily the same as CSMs on the other products.At the company level, I want to set or review a segment. The segment for us is a company / customer account matter and it remains at the company level. But, either I need to set it as I review a relationship which is first of its name OR I want to review it because the customer has expanded and they probably have changed segments. My ask: And as such it would make sense for me to be able to display the segment alongside Relationship fields, because it belongs to my assignment review. And because the relationship influences it, and equally the segment while defining the company does somewhat pertain to the relationship.TLDR;Consistent with everywhere else on the platform, CTA available fields should display upstream lookups (so company fields from relationship layer) Thanks!A    

    0
    alizee
    Forum|Forum|2 years ago
    forfilaContributor ⭐️

    Need Help to see the mobile devicesNew Idea

    Hi,I need to be able to see specific devices (not Tablet vs Mobile, but actually “iphone 12”, “Samsung S20”, etc).I’ve not figure out a way to do that yet. When I create a Report with the report builder, the only visibility is I get is Type of Device (tablet, mobile, web).And with the Mobile Widget, it does show some device names, but because of so many devices, the “Other” Category takes 99% and therefore it is not useful at all.  We are working on improving our responsive design, and we need that detail.The system is capturing it somewhere clearly, but not sure how I can create a Report that gives me something like this>  

    3
    Surendra
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    AbidGainsight Employee ⭐️

    Dynamic program - Survey email template changesNew Idea

    Hi Team,Currently when we remove the survey button/link in survey template post mapping it in the program we are not showing any warning or alert. Workday mentioned that it will be helpful if we can have the below behaviour:A - After removing the survey the email step shows an error that shows it needs to be resavedB - It just to work and you don't need to reselect the template since we have removed the survey.

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

    Ability to add manual tasks to manually created CTAs during the CTA creationNew Idea

    Currenctly when creating a manual CTA the only way to add tasks is by accosiating a playbook. If I want to add custom taks the CTA needs to be saved and reopened before that’s an option. It would be nice to have the ability to add custom manual tasks while creating the CTA to avoid extra steps of having to save, close, and reopen the CTA. 

    1
    kstim
    Forum|Forum|2 years ago
    jlicciardello
    jlicciardelloContributor ⭐️⭐️⭐️⭐️

    Let Super Admins Have Ultimate Control over Timeline EntriesNew Idea

    Currently a super admin has no control over timeline entries, only the creator of the timeline entry has the ability to edit. This presents a big problem if the timeline entry is erroneous or forward looking (expecting of future edits) and the CSM originator of the entry leaves the company or is otherwise unable/unwilling to edit the entry. The timeline entries can be super helpful for reporting purposes, but to maintain accuracy of reports there needs to be the ability to edit these entries (by a super admin, or at least re-assigned to current CSM). 

    16
    ltsponhour
    Forum|Forum|2 years ago
    Elana CipinContributor ⭐️⭐️⭐️⭐️⭐️

    Converting custom field data type from String to DropdownNew Idea

    I want to be able to convert a custom field data type from String to Dropdown. Our use case is that as our business has matured, we have been able to standardize ways we are tagging a customer. So what previously was free form, and semi-standardized, can be put into a dropdown. This is especially needed for users to be able to select multiple values in a Dashboard or report filters.A driver for my business is that we are integrated with Salesforce, and in Salesforce the Admins have this functionality (Text to Picklist): https://help.salesforce.com/s/articleView?id=sf.fields_converting_field_to_picklist.htm&type=5. I want to be able to match this ease to convert!Without this functionality, I instead need to create a new field, and update any reports, JO’s, Dashboard filters, DD’s, etc. to use the new Dropdown field. In my case right now, this will take probably 3 - 5 hours! 

    1
    kstim
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Nested Grouping in Report BuilderNew Idea

    Is nested/secondary grouping within reports on the roadmap anywhere?  It would be really great if we could group tabular reports at more than one level, similar to how Salesforce reporting works:  

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

    Be able to edit the layout of Objective create pageNew Idea

    The current create page on “Objective” is not as customizable as it should intuitively be. There are fields that you cannot remove (“Success Criteria”) and anything that you add to the layout custom is hidden under “more details” section that is automatically closedSuccess Criteria should not a universal field that an admin cannot remove. For example, we have added more specific fields for start, target, and end value that are much better for reporting than a long text field If you rename Success Criteria in the layout, it should reflect on the create page as well. We updated to “Steps for Success” for to be more clear, but that only displays upon saving not when creating Added fields should not automatically hidden in a separate section. This makes it seem like they do not need to be populated, but they do.Initial Create View:Create View with Details expanded:View after saving: 

    4
    Forum|Forum|2 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Longer names/field values appear misaligned in reports when wrappedNew Idea

    I was told from Support that this is an enhancement request, and not a bug.When you build a report with a field value that requires wrapping due to length, it appears misaligned with the other field labels on the report. See the screenshot below, where I have a table of Names on the Y axis. The individual with the longer name that requires wrapping (due to the size of the chart on the dashboard) causes the name to be pushed to the left, misaligned from the other names.This should be rectified so all fields on the same axis are aligned together. 

    0
    sarahmiracle
    Forum|Forum|2 years ago
    phani_kumar
    phani_kumarGainsight Employee ⭐️⭐️

    Difference between Report and Data Designer functionalityNew Idea

    Hi.I am seeing some differences between Report and Data Designer. Which is, while creating the report using MDA Call To Action Object and in Filters if I used and Status or Type Fields it is showing up as Picklist, where as the same object in Data Designer creation the same fields are not working as Picklist.Screenshots Using Report Builder: Screenshot using Data Designer:  Just want to know is this expected behaviour or am I miss something.If that is the expected behaviour, please provide us the option to choose the values from the picklist(Like shown in Report) instead of we giving values.Thanks.

    9
    romihache
    Forum|Forum|2 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Data Designer / Report builder parity : Date FiltersNew Idea

    HiIs it possible to improve the parity between these features? In Data Designer, when comparing two date fields, you can apply the following:equals (same in reports) not equal to (called “not equals” in reports) greater or equal greater than less or equal less thanBesides the slight difference in language, why the last four are missing? Yes, we can workaround this using a formula field and a filter, but this works only at the report level and would be much more efficient to have the same filer capability as DD. Date filters disparity between Data Designer and Report BuilderFound other ideas around the same topic, but as dates weren’t specifically called out, figured I’ll submit this one.Thank you   

    0
    romihache
    Forum|Forum|2 years ago
    JayS
    JaySHelper ⭐️

    Opt Out option for automatic engagementsCurrent Behaviour

    We’ve received feedback from users that they’re seeing too many popups (automated engagements). We are evaluating the number of automated engagements we have running that a user would qualify for,  of course,  but I wondered about an “opt out” option.Recently a “skip tour” option was added so the user can view the engagement at a later time. Could we also add an “opt out of guides” for users that only want to search for content on their own in the Knowledge Center Bot?As I was typing that, I realized that we’d also probably need the ability to override the opt out selection for system outage or other urgent alerts, but users would be able to say they don’t want any automated training guides popping up to them.

    6
    JayS
    Forum|Forum|2 years ago
    ehavemanContributor ⭐️

    Global filters on the Person Section of the 360.New Idea

    Currently I am having trouble filtering contacts who may no longer be active Contacts have switched companies or are just not relevant to Gainsight. Some accounts have over 100 Contacts so we need a way to create global filters on the Person section like we can with a report that shows up in the 360. Either based on certain roles or other criteria we could manage.

    16
    amanda.caldwell
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    SaitejaKGainsight Employee ⭐️

    TypeId In Horizon rules actionNew Idea

    When we are creating a Horizon rule for a specific relationship type, in the field mappings the typeId value is not pre-populated and appears only when we type it. Can we consider this as an enhancement? 

    0
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago
    kate_green
    kate_greenHelper ⭐️⭐️

    Audience Explorer, View Full Profile, and Recent Activity Should Follow Same EnvironmentNew Idea

    When I am exploring the audience in Audience Explorer and then navigate to a user’s Full Profile to review the Recent Activity, the environment should be maintained in that if I am looking at Production, I only want to see Production Recent Activity, with a dropdown option to change between environments. Currently there isn’t a great way to distinguish recent activity between environments unless it’s a PageView and you know the URL.

    4
    broghanzwack
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    sresthabollepallyGainsight Employee ⭐️

    Enter button and search functionNew Idea

    Posting this on behalf of Customer who requested to consider a couple of changes on user friendliness.Until lately it was possible to confirm changes with the Enter button on the keyboard. Now it is not possible anymore. Can you please go back to allowing this option, as it saves pointless wasted time during the day.Secondly, I wanted to give a feedback on the search function: it only searches for the deal name, but sometimes the dealname is unknown to the user and we need to search for client names, email addresses or other information like a phone number. All of this not possible in GS, which to me sounds like a basic need. All your competitors allow all of those search functions, like Hubspot and Salesforce.Please consider developing this in the future and please, please, please bring back user friendly functions like a functioning enter button. As I am using GS for 8 hours a day, this is really inconvenient.

    0
    Gainsight Employee ⭐️
    Forum|Forum|2 years ago

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