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    Idea Pipeline

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    6164 Ideas

    alextran
    alextranHelper ⭐️⭐️

    Customize Emailed ReportsReleased

    Regarding the emailed reports that gets sent to PX users, it would be fantastic to customize them.   A Customer Success use case would be for each CSM to receive a report of their respective accounts and usage information. This will help each CSM keep their accounts top of mind weekly/daily.   CC @mickey 

    2
    broghanzwack
    Forum|Forum|3 years ago
    Julie-Pinto
    Julie-PintoContributor ⭐️⭐️⭐️⭐️

    Ability to set default productReleased

    Posting on behalf of a customer: As an admin, I would like the ability to set the default product for my PX subscription.  As a product manager, I would like the ability to override the default and set my own. I will likely be focusing on a different product than my peers and don’t want to have to select from the dropdown menu every time. 

    1
    broghanzwack
    Forum|Forum|3 years ago
    ebell
    Gainsight Employee ⭐️
    ebellGainsight Employee ⭐️

    Need full WYSIWYG editor in Data Management for Rich Text FieldsNew Idea

     Hello Community!I’m you friendly Gainsight Support Agent, submitting this Feature Enhancement on behalf of a customer: The Company :: Summary field (Rich Text) can be edited with a full WYSIWYG editor in the C360 and is rendered as HTML. When edited via Data Management, this field renders as text — showing the actual HTML from the C360 data entry — and has a simplified editor with some WYSIWYG controls, but not links.[...]For example, I want to create a new object with a new Rich Text field and I want to add links to the text contained within it. ------------------Currently, this is an expectation in the Product and has been accepted as an enhancement by the Product Team. Please continue this discussion below and Upvote this Idea if you, too, think this Idea should be prioritized. Thank you for your time.Emily - Enterprise Technical Support Analyst

    1
    jparker
    Forum|Forum|3 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Ability to download only the filtered values ​​when applying an inline filterParked

    When downloading a report after applying an inline filter, will still download the whole dataset.  It would be a nice feature to be able to download exclusively the desired records.Many times, this kind of filtering is used by an end user within a report embedded in a dashboard, and that person doesn't necessarily have the knowledge, or access, to get that same result using Report Builder.  So the current process translates as extra steps: download the whole dataset and then apply the filters again using another tool like Excel or Sheets.

    8
    romihache
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    SrikanthGainsight Employee ⭐️

    Can we support inline images in Timeline, if not can we make them as attachments when dragged into them?New Idea

    Hello Team, We know that the inline images are not supported in Timeline but when we drag any image into Activity, it is saving as inline image by which the text we type is getting delayed. So is it possible to support inline images.If not, can we make them as attachments instead of inline images. Regards,Srikanth

    3
    bhavik.shah
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Ability to add Scorecard view as tab on CTA LayoutNew Idea

    It would be awesome if on CTAs, there was a tab for Scorecard (optional tab that an admin could choose to include or exclude when configuring the CTA layout). As part of risk review processes, this type of information is helpful to have easily accessible in a CTA. It would have the pretty colors and UI of the regular “Scorecard” tab in the C360.Bonus points if the CSM could edit the editable measures directly in the tab of the CTA (such as CSM Sentiment) -- just like we can do for Company fields that we make editable on the CTA layout.

    1
    TMaier
    Forum|Forum|3 years ago
    bradybluhm
    bradybluhmGainsight Employee ⭐️⭐️

    Share a Dashboard of reports with my Customers and tailor it to what they care aboutNew Idea

    As a CSM, I want to help my customer’s have the data they care about at their finger tips to monitor adoption and track the value metrics they care about. There are 2 upcoming GS roadmap items, 1) DH Spaces and 2) Reports tab added to Success Plans, that will make the sharing of reports and dashboards with customers a lot easier. The problem is, there is no “one size fits all” approach to what a customer cares about tracking and understanding. An admin built dashboard will be a great starting point, but as a CSM I want to customize the Dashboard and Reporting views to meet my customers exact needs. I want the reports I share with them to be viewed as so useful to them that they want to check them regularly.  I imagine something similar to customizing GS Home, a canvas with widgets that can be added, deleted and rearranged by the CSM for/with the customer. This is a big added benefit of having a “named CSM” on an account, the ability to better customize your spaces, and it will also help scale the CSM by making sure the customer’s Space has the information they would usually ping a CSM to get manually. IMO this would help drive engagement into Shared Success Plans and DH Spaces more than any other potential feature. Having customers actually get into those two areas more regularly has a ton of potential benefits to any other information and tools that are housed in SP and Spaces.

    0
    bradybluhm
    Forum|Forum|3 years ago
    imran1184
    imran1184Contributor ⭐️⭐️⭐️

    Is there any work around that allows (Rich text area) in filter field in reporting.New Idea

    I’m looking for a way to report on just NPS responses that have comments attached to them. The filter I’d like to be able to use is ‘Comment != NULL’ but Rich Text Area fields are not eligible to be used in filters on Reports or Rules. Is there a workaround to this somehow? I

    10
    Forum|Forum|3 years ago
    sami.burk
    sami.burkContributor ⭐️⭐️⭐️⭐️

    Ability for Admin to set default columns in Customer GoalsNew Idea

    Would like the ability for admins to customize the columns that show up in the Customer Goals view for all users/Customers. Users should still have the ability to customize, but would like to be able to set the default columns as an admin.

    0
    sami.burk
    Forum|Forum|3 years ago
    lpiconeHelper ⭐️⭐️

    In-App - Engagement Performance reporting - Please let us filterNew Idea

    Report Type: In App OutcomesPlease provide the ability to overlay a Filter - it could be a saved filter. Nothing too complicated. We are working to drive organizational engagement standards including re-usable assets, but to do that - Gainsight needs to include filtering in all reporting views. If not, we have to drive the complexity to the lowest layer, which is more costly us, the customer.  

    1
    Forum|Forum|3 years ago
    davetee
    daveteeHelper ⭐️

    Search Schema SupportOpen

    I spoke with our SEO experts and they asked about Insided's ability to support search schemas. They offer a powerful way for us to highlight our forum content in search engines - both the breadth and depth of our conversations. Here's an example:  https://validator.schema.org/#url=affinity.coI’d like support for this feature as soon as possible so we can improve our search results.

    5
    revote
    Forum|Forum|3 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Rules to update owner of CTAsNew Idea

    It would be great to be able to create a rule to update the owner of a CTA. I can manually do this with CTA mass editor, so I feel like I should also be able to do this via an automatic rule.   Examples: CSM changes and the rule will update the owner to the new CSM When the CTA fired, it was assigned to the default owner. At a later point a CSM is assigned to the account. The rule would update to the CSM now on the account

    21
    mpatra
    Forum|Forum|3 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow alternative C360 layouts for related lists built off low volume objectsNew Idea

    I have a customer that feels like they have way too many fields on the Company object and therefore would like to move a bunch of fields to a separate low-volume object.    The issue is that these fields currently exist in the “Attributes” section on their C360 because they need to be editable. We’re talking roughly 40 fields, so if they move these to a low-volume object, the report will instantly become unreadable (even with wrapped text) because I believe the UI will force all these fields to live in a single row per customer.    I’d like to see us support an Attributes-type layout for these specific use cases. Would that be possible?

    3
    bradley
    Forum|Forum|3 years ago
    parimala_agnihotriHelper ⭐️

    Automatically mark email assist task as complete when email is sentNew Idea

    We currently have CTAs using Email assist tasks. Sometimes CSMs are marking the Email assist tasks as completed without sending emails. To enforce the email communication is done - the task should be greyed out for closing manually and close once the email is sent. Atleast this should be an option we can set when configuring the tasks in the playbook

    5
    Forum|Forum|3 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow split string formula in Rules EngineNew Idea

    I've come across a scenario where I need to parse out values contained in a multipicklist and have discovered that I don't have a good way of doing this in the Rules Engine. I can do a LEFT substring and a RIGHT substring, but for any scenario where the value is A;B;C;D - I don't have a way to grab the B and C values. Can we please introduce a split string formula to take care of this use case?

    11
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    Sai Kumar PadalaGainsight Employee ⭐️

    KC BOT - Help the users know that it can be draggedOpen

    I’m raising this request on behalf of the customerWe can use the speech bubble option to let the customers know that the BOT can be dragged but can we please make this to be more intuitive for the customer with any improvements to show that the icon itself can be dragged.https://share.getcloudapp.com/12uRP2Gr https://share.getcloudapp.com/v1uEjX6W 

    7
    JayS
    Forum|Forum|3 years ago
    cnichols
    cnicholsHelper ⭐️

    Log User Out After 8 HoursNew Idea

    Hi All, We are looking to improve security and want to have the ability to have a customizable option for a timeout period for our users. Specifically we are looking to log the user out after 8 or 10 hours and then re-authenticate. Is there any way to do this today? 

    10
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Wrap text in Attributes on Horizon C360New Idea

    Can we have an option to wrap text in fields we include in Attributes on C360? There’s so much room in this widget to extend the text. If it was an option that I could wrap, or if it would recognize that the container was large enough to fit the full text of the field, that would improve user experience here 

    5
    sarahmiracle
    Forum|Forum|3 years ago
    matthew_lind
    matthew_lindVIP ⭐️⭐️⭐️⭐️⭐️

    Horizon Rules & Data Designer: Include Lookup "Path" in the Display NameNew Idea

    In Data Designer, and the Rules Engine when building Horizon Rules, I wish the Display Name displayed the entire Lookup path of the selected field rather than only the Field Name itself. By keeping the entire Lookup path of any selected field, the Admin is able to work more quickly and with less ambiguity than having the Display Name take on only the Field Name.These two screenshots compare Bionic Rules with the Horizon Rules / Data Designer experience.In the Bionic experience, it’s easy to differentiate the GSID and Name fields, especially because the Output Field Label carries the entire path into any subsequent Tasks within the rule. In the Horizon experience, the GSID and Name are harder to differentiate, requiring a manual edit of the Display Name field. Side note: Given the UI, you cannot even use the details on-screen to differentiate. One must hover over the Aggregation column and view the tooltip to disambiguate the fields.I have a very long-time best practice to always rename a GSID or a Name field (to Company GSID or Company CSM Name, as examples) whenever its path is ambiguous. This reduces the opportunity for confusion or ambiguity when rule building. That step of manually editing a field Display Name is much less necessary in the Bionic UI than in the Horizon / DD UI. Given you cannot save a Horizon Rule / DD fetch when there are duplicate Display Names, the Admin has to stop and make an edit that wasn’t required in the Bionic Rules environment. 

    6
    andy_roy
    Forum|Forum|3 years ago
    kstim
    kstimHelper ⭐️⭐️

    Improve Editing of URL Fields on the C360New Idea

    Currently when editing a URL field on the C360, there is no visual indicator denoting where to click into the field to edit it. As it stands, if you click anywhere in the whitespace (where you’d likely expect to be able to edit the field) it takes you to the link instead. We found that to edit, we needed to click as far right into the URL box as possible, but there is no way for an end user to know this within the UI.It makes more sense to allow any space beyond the URL value itself to be clicked to edit, or even just an “X” towards the right side of the whitespace as a visual aid to clear the value.Thank you for your consideration!

    1
    benwanlessmenlo
    Forum|Forum|3 years ago
    bradley
    bradleyExpert ⭐️

    GS Sandbox Management ImprovementsNew Idea

    Requests to make managing a production + one or more GS Sandbox environments easier: At least for Sandbox Environments, show the relevant tenant ID (or part of it) on the banner to easily identify which environment you’re in OR Allow environments to be named, and display that name on the banner (at least for admins) to keep track of which tab(s) belong to which environment Better information on Connectors to see which SFDC environment your GS environment is attached to

    6
    Stuart
    Forum|Forum|3 years ago
    DavidSilvaContributor ⭐️⭐️

    Full Automated Email Sync in GainsightNew Idea

    Hey Team!I’d like to ask how your Teams currently handle emails in Gainsight. For instance, is there a need to log every email in Gainsight for tracking / visibility? Or Email Assist is enough to perhaps log most important emails only for instance? Use case:  For us, it is important to achieve a full automated sync, so syncing all emails and threads to Gainsight, mainly for visibility of Management Team or when a CSM goes on PTO - perhaps there is another CSM taking care of the account and it is important to monitor Customer replies (expansion, churn cases, etc.). It would also help keep track of documents shared between the CSM and Customer. Proposal / request:  This is one of many use cases we have and I can understand that this is a big request and can pose some immediate issues, such as cluttering the Timeline, etc. The idea would be to maybe either be able to sync only emails from a certain email folder or maybe only from contacts available in Gainsight if the User connects their mailbox. Wanted to leave this “raw” idea, but also wanted to maybe ask for feedback of how you’d overcome this kind of scenario. Thanks!

    1
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    Brianna GoodrumGainsight Employee ⭐️

    Include User Details in Path Analyzer for pathwaysOpen

    Could we add a the ability to get a general list of users in Path Analyzer when a point on the path is selected? At the moment, Path Analyzer can be drilled down using filters but it does not show the specific users along the path. Funnel has the ability to see the specific users but the pathway would need to be recreated in the Funnel report.

    2
    Forum|Forum|3 years ago
    dorian_cudinaContributor ⭐️⭐️⭐️⭐️

    Create User Cohorts from Generated Charts (Amplitude's Microscope Feature)Discovery

    Hi everyone,Our suggestion is to add features which would make the charts from the Analytics part of PX more useful and interactive. One of the most valuable features would be adding the option to click a “Create Cohort” button or at least a “Download the list of users and their attributes” button when hovering on a chart.To be more precise, what we are mainly missing in PX Analytics is something like Amplitude’s Microscope feature. The above described would look like this: And additional information about the mentioned feature can be found on the following page:https://help.amplitude.com/hc/en-us/articles/236032527-Microscope

    4
    Forum|Forum|3 years ago
    VBennyGainsight
    VBennyGainsightContributor ⭐️⭐️

    Re-usable filters across engagements, Audience, and AnalyticsNew Idea

    We have many engagements and onboarding experiences that use similar filter criteria. For example, we want to filter several engagements by combinations of geography and by another custom attribute, with the geography being not just a single country but multiple countries that receive the same regional experience. The criteria are consistent across engagements and across our analytics, but users may match different elements of our criteria over time.We would like to be able to create reusable sets of filters that we can maintain across Gainsight and import across a few areas, including:Audience dashboard Analytics reports EngagementsRight now, every time we have to modify the criteria for these groups of users, we have to find every single place across several different areas of Gainsight. Given that we have dozens of engagements and are building out more reports, this is both a maintenance nightmare and extremely error-prone due to the amount of manual work and tracking of filter criteria usage: We 100% know that there are going to be engagements targeted at the wrong users or NOT targeted at teh right users.Segments are similar to what we want, but the matching algorithm makes it impossible for us and the fact that once a user is matched on a given date they are there forever causes significant issues. If there is ever an error in the logic and users are incorrectly matched to a segment, the segment is made worthless. Similarly, if there’s ever a change to our logic, we have to actually recreate the segment from scratch to repopulate the user base. Furthermore, you can’t use Segments in many of the other places within Gainsight.

    3
    Forum|Forum|3 years ago

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