Product Ideas | Gainsight Community

6164 Ideas

mpayneContributor ⭐️

Reporting on timeline notes with attachmentsNew Idea

I would like to be able to report on timeline notes that contain an attachment. That is not possible right now, but would be a great use case.

Forum|Forum|2 years ago

dthompsonContributor ⭐️

Log Correct Email Time and Date Information for Historical EmailsNew Idea

When logging historical emails from GMail through the browser, the extension logs the email to the customer timeline as at the time that it was logged. It would be helpful if the extension could be made to capture the correct date and time information for the email when being logged.

Forum|Forum|2 years ago

andreammeldeHelper ⭐️⭐️

Mass Edit - simplify filters so that all actions can be availableNew Idea

When I use the Mass Edit, it only gives me the option to “Reassign Ownership” or “Delete”. I need to be able to update the status. According to this post, I should add/ remove certain filters but it is super finicky. For example, I am trying to set CTAs to “Close No Action” for CTAs that were defaulted assigned to Admins for cleanup. However, as soon as I add multiple Types to the filter it does not allow me to change the status. That means I have to run this by each CTA type. Mass Edit is supposed to make it easier for admins, but frankly it only helps if you need to do a mass delete (which is not ideal). Additionally - we should be able to do mass edits on Objectives

Forum|Forum|2 years ago

alex_legayHelper ⭐️⭐️⭐️

Mass edit objective CTAsReleased

I have a customer that would like to be able to mass edit objective CTAs. Currently it is not possible to do this. Is this on the roadmap at all? Customer would like to be able to reassign the assignee. Thanks!

Forum|Forum|2 years ago

bradleyExpert ⭐️

Include CTAs with No (Open) Tasks in TaskView Horizon AnalyticsNew Idea

This months update includes a return to Task View in Horizon Cockpit (yay), but unfortunately, in my testing, it does not include CTAs that have no tasks, or no open tasks (boo), thus requiring your end users to choose between two partial views of their overall task lists. Can we find a solution where we include the next thing that is due in one list? While I’m happy to see feedback was taken into account to bring this back, it seems like the implementation missed the point.I’m concerned users will over use Task View and neglect taskless CTAs, or closing CTAs once their last task is done.

Forum|Forum|2 years ago

meenal_shuklaGainsight Employee ⭐️⭐️

Can we tokenize pictures in Email Assist?Open

Can we tokenize pictures in Email Assist? I know we can add one as needed but the use case is the following: Customer wants to send the pics of multiple stakeholders who will be working with the customer, RM, AM, CSM etc and these can vary based on the customer. Customer A can have RM 1, CSM 1 and AM 1 whereas customer B can have RM 2, CSM2 and AM 2.

Forum|Forum|2 years ago

rterakedisHelper ⭐️

Minimize an engagement dialogNew Idea

Hello,Working through some updates to engagements, I’m noticing some instances where we need to utilize a dialog instead of a tooltip (due to duplicate CSS Selectors or Text Box behavior). However, on smaller display resolutions the dialog can cover some of the required UI. It would be useful if the dialog could be “minimized” (and draggable while minimized) to allow the user to interact with the underlying UI but NOT have to cancel and start over on the guide.

Forum|Forum|2 years ago

StuartHelper ⭐️⭐️

PX: Ability to merge usersNew Idea

As identified in support ticket #188899 it’s not currently possible to merge users in PX, only to delete via API. This idea is to request the ability to merge users together via the API; at the moment the options are: keep both users, and affect DAU/user stats delete one user, affect feature/engagement stats.

Forum|Forum|2 years ago

Ilan BContributor ⭐️⭐️⭐️⭐️

Article as Content Type in ExportReleased

When exporting content there is the column “Content Type”. Currently (at least for us) it only exports “Question” and “Solved” as a type, and all others are blank.Please add the other content types:ArticlesDraftsIdeasEventsProduct updates It would make filtering much more simpler.@Jeanie Lee

Forum|Forum|2 years ago

faust_belarminoHelper ⭐️⭐️

Change the Status of Success Plans Using the Rules EngineReleased

We can create Success Plans using rules. We can close Success Plan objectives using rules. But we can't close or change the status of Success Plans using rules. I think having the ability to close Success Plans using the rules engine would be beneficial. We could close the success plans based on specific usage data or healthscores, we could automatically close success plans if a client decides to cancel, we could change the status of the success plan depending on certain fields we build out, etc etc. We can use rules to create success plans... it makes sense for us to have the ability to close success plans using rules as well.

Forum|Forum|2 years ago

sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

Improve configuration of Attributes widgets and pages on new C360New Idea

Today, the Attributes configuration experience (either as a Widget on the Summary tab or as an Attributes page) is extremely tedious. The auto-snapping of attributes (I’m not sure what to call it...but when you remove one attribute and they all reshuffle to fill the empty space) makes so that we have very little ability to create a consistent Attributes page experience for our users.Let’s say I have 20 attributes in a container. One of them has been deprecated and replaced with a new, updated attribute. The business has given me specific organization of these attributes for an easier user experience. I have no option to “replace” an existing attribute -- I have to delete, then add. However when I delete the deprecated attribute, now all of the other attributes re-organize themselves and snap into a new position. But then when I need to add my newly created attribute, they don’t all “shuffle” back to their previous order. Instead, they’re all in a new order. What this means is something as simple as a request to exchange one attribute for another means that a user has an entirely new organization of attributes to build muscle memory for, OR, an admin has a 30+min task in front of them, tediously moving attributes one by one into the order they need them in (while the other attributes snap around it, moving themselves automatically even after being strategically placed). Would love to see an enhancement made to these to make it easier on doing simple tasks on the C360!

Forum|Forum|2 years ago

britton_walkerHelper ⭐️

Success Plan Objective Due DatesDiscovery

We would like to have more options for setting objective due dates when creating the success plan templates (much like we see with playbook task due dates). Instead of just having the option to set the due date to be a certain number of days after the assigned date, can we also have the option of a certain number of days before the success plan due date? I found a similar post where this enhancement is mentioned in the comments, but the other suggestion appears to have been prioritized instead.

Forum|Forum|2 years ago

darkknightExpert ⭐️

Gainsight Analyzer enhancementsNew Idea

Gainsight Analyzer has so much to offer and I'm happy to see it continuing to evolve! I have a few suggestions to help make it even better. Anywhere a Description field exists, include it in the Config Home reports (i.e. Reports, MDA Objects, etc) Under Config Home: MDA Objects include ability to export field level information/details - this is a strong need. In the Export function (which was just pointed out to me today) I have several suggestions/observations pertaining to the export file: [list] MDA Objects, Reports, Rules don’t include the Description fields – would be highly useful to have these included (and anywhere a Description field exists) Inconsistencies in date fields/values - For example, [list] on MDA Objects, the lastModifiedDate shows as “2019-07-27 16:04” on Rules, modifiedDate shows as “1556658890693.” On Email Templates, modifiedDate shows as “Wed Jun 12 15:57:03 UTC 2019” Reports doesn’t even have a modified date (or created date for that matter). Journey Orchestrator: would be incredibly useful to include Schedule details Dashboards: would be useful to show what users/groups have permission to each dashboard. Email Templates: it contains a Variant count, but would be even more valuable to show what variants are associated with the template. MDA Objects has both a name field and an objectName field. The latter is “null” and the former contains the actual object name. What is the latter? Scorecards 2.0: would be useful to have details around the individual measures, including descriptions, in which scorecard used, etc Include ability to export field level information/details - this is a strong need. Rules: Include Folder name where Rule is stored Data in some fields (i.e. Rules sourceDetails, Scorecards 2.0 filters, Email Templates tokens) is a bit impenetrable. Is there any way to simplify so that it’s clearer/easier to read in a spreadsheet? (Example screenshot below) [/list] [/list]

Forum|Forum|2 years ago

darkknightExpert ⭐️

Report Builder - Go back to ID being ID and not NameDevelopment

I do not understand why, when Gainsight made the undocumented change to pull in the Source object as part of the field label in Report Builder, they also appear to have changed the top level lookup ID fields to now reflect the NAME field instead of the ID when you drag them into a report. Please tell me this is a bug and not a design choice? Cause that’s just bizarre if it was a design choice and needs to go back to the way it was originally.

Forum|Forum|2 years ago

sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

Include links in shared reportsNew Idea

Shared reports using Report Builder (sharing as a Link, not Excel) does not include the hyperlinks like a typical report in Gainsight. Why is this? For example, if you share a report with Company Name, CTA Name, and CTA Due Date, the recipient is unable to click on the Company Name or CTA Name to open up that record in Gainsight. Please include the links to records in shared reports.

Forum|Forum|2 years ago

james_whiteheadContributor ⭐️⭐️⭐️⭐️⭐️

Gong.io/ChorusOpen

Good Morning- For those Gainsight users that are leveraging Gong.io or Chorus, how are you displaying the data in Gainsight? I know that Chorus creates a Completed SFDC Activity, but I'm not sure how to actually display this information in Gainsight. I know that the Rules Engine cannot write directly to Gainsight Timeline, and the only post I've found on Community is this one from two years ago: https://community.gainsight.com/conversations/can-notes-taken-in-gong-sync-back-to-sfdc-and-gainsight-timeline-5bc73e09e4b04588aaf85d6d stating that Activity Sync is one way (from Gainsight to SFDC). Has there been any movement on this in the last 2 years? Is anoyone useing Gong.io or Chorus that's willing to share how they are displaying call recording/disposition data in Gainsight? Thanks! -Jim

Forum|Forum|2 years ago

parxContributor ⭐️⭐️

Export labels of engagementReleased

It would be great if Gainsight PX provides a way to filter engagements based on the assigned labels (front end). At least, label information should be accessible using the /v1/engagement end point of the REST API. Generating and maintaining engagements require different steps to be executed by different roles and users (e.g. design, localization, QA, ...). To manage these steps I’d like to introduce processes covering generation and maintenance. I’d also like to use the labels to document the steps and the ownership with regard to a specific role.However, to get an overview of all engagements I have to individually check each entry manually. Moreover, using the REST API the label information is not available.Example use case:Since I know that QA has a lot on their desks at the moment, I would like to check whether this becomes a bottleneck for the upcoming release.I login to Gainsight PX, go to the engagement overview and filter the engagements by the tag “QA approved”, OR I fetch engagement information using the REST API, generate a CSV and manually filter the csv entries by label using my favorite spreadsheet program.

Forum|Forum|2 years ago

perry_rogersContributor ⭐️⭐️⭐️

Add more Color options to Scorecards 2.0 schemesNew Idea

I am creating new Scorecards and we would like to have more color options to display in the C360. Currently there are only 3 colors (Red, Yellow, Green) and we would like to have more options to color certain criteria. This would be so that a score of 0 could display as a Black color or a score of 100 could potentially be Blue or just completely different than the normal ranking colors. This would help differentiate certain scores or grades from the rest.

Forum|Forum|2 years ago

gunjanmExpert ⭐️

Customer Cheat Sheet Refresh ReminderNew Idea

I was very pleasantly surprised to see this on an account today: However, I would love the ability to customize for my instance when this appears. E.g., we might find more importance in this notification at 31 days and should have this configuration available to us. Once again, I urge Gainsight to please stop making business decisions for us and accordingly limiting functionality for admins.

Forum|Forum|2 years ago

gunjanmExpert ⭐️

Remove Analyze Report Button in Drilldowns for non-permissioned usersNew Idea

A user sent me this video asking if she should be expected for this button not to work for her: As she does not have Report Builder access, I wish she did not have to even ask this question - let’s remove the button. If there is an existing ability to do so that I am missing, please advise.

Forum|Forum|2 years ago

ajprinceContributor ⭐️⭐️⭐️⭐️

Quick View into Horizon Rule Execution LogsNew Idea

In Bionic rules, you were able to click on a rule in Rules Engine and a pop-up would provide a Quick View into the rule, which included a summary view of Rule Info, Rule Setup, Rule Actions, and Execution History.Bionic Rule Quick View: These Quick View pages provided an efficient view into the rule configuration and results, without requiring a full load of all page assets, and was especially helpful to quickly view the execution history of a rule to look at results. With Horizon Rules, this experience has become slower. You now need to load the entire rule page, then navigate to the Execution History page. The summary view of execution history now reads like a visual tree, as opposed to a summary read-out. The load time of Horizon Rules can sometimes also be slower, so this change along with the slowness really impacts productivity of admins as we spend a lot of time working with rules. It would be very helpful to make a Quick View available in Horizon Rules so that admins can speed up their process to view the most recent results on a rule or view rule setup or actions. Thank you!

Forum|Forum|2 years ago

TMaierHelper ⭐️

Add Specific Permission for Note Template Access in Activity Timeline AdministrationNew Idea

Hello! I’m working my way through a review of the permissions bundles here and hit a snag in the Timeline Admin area. I’d like to allow select users to edit the Note Templates because updates to those are relatively frequent and better handled by those closest to the CSM work, but it seems that the only way to enable that access is by adding permission to the Timeline admin as a whole. There is a LOT in that area that I’m not comfortable opening up to a non-admin - specifically I’m thinking about integrations settings, Activity Type config, field-level stuff, etc. If we could allow access to ONLY the Note Templates section via a discrete permission in the Permissions Bundles, that would allow me to crowdsource the upkeep on these note templates safely without any concerns that someone might change something in the more sensitive areas of the administration pages.

Forum|Forum|2 years ago

andreammeldeHelper ⭐️⭐️

Be able to change the company on timeline (BCC and Gong)New Idea

We have noticed that BCC and Gong will associate the timeline entry incorrectly, however we are unable to make that change. We want to be able to correct the company when we run into these issues. This often arises when someone is associated to our internal account or if we have customers that have contacts on multiple accounts

Forum|Forum|2 years ago

bradleyExpert ⭐️

Improve Report Filter Experience for End UsersNew Idea

When it comes to editing filters on a report on a dashboard (or even just seeing what they are) we don’t expect end-users to have deep knowledge of Gainsight object names and data structures. On the other hand, we don’t have to punish them for not being admins either. Context:When you edit filters on a dashboard report, you’ll see something like this:You see the name of the report, and the filters. IFF I mouse over the field filter name, I’ll see the pathway for it which is great, unless there was no lookup involved. Then you’ll see something like this: Wow, status is filtering on status! If you have multiple status fields, they’ll all just say “Status” like this:One will look like this:Great, it’s filtering on Company status. Will that always make sense to me as a user? Depending on the object, and the business, probably not, but it’s at least something. the other like this:what is the second one filtering on? No one knows. Could be anything for all they know. Report names, in my experience, are descriptive of the content, not the object you’re reporting on necessarily, and the report descriptions can often be for other information such as how often the data in the report refreshes. So using those to rely on for filter context doesn’t always help. The Ask:It would be very helpful if the filters would always show the path, the name of the object is used in the filter area, so that end users have an easier way to understand the report they’re looking at in more detail if they need to.In fact, when global filters apply, you see the path as well in the same screenWhy can’t it be like this as well right above, to make it easier to understand?Honestly it would even be helpful for admins sometimes so I don’t have to pretend to add a filter to double check the object first.

Forum|Forum|2 years ago

heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

Horizon Rules - Select All/Unselect All option for PicklistsNew Idea

Bring back the Select All option for using Picklists in filters in Horizon Rules please. Quite tedious to have to check them off one by if the picklist has a large number of items.Bionic: Horizon:

Forum|Forum|3 years ago

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