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    Idea Pipeline

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    6164 Ideas

    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Allow "Hide In Reporting" for Data Designer objectsNew Idea

    It would be nice if we could toggle “Hide in Reporting” for objects created in Data Designer. Use Case:I need to create a field using a combination of formula fields and case expressions. The formula fields will create two new fields, and the case expression will allow me to select the “correct” field to display based on my case logic. Ideally, I only want my case expression field to display in the object (just show 1 field instead of 3). However, there’s no way I can remove the two formula fields from my design without losing the case expression field functionality, and I cannot hide these two formula fields from reporting because it’s not available in data management for objects created through Data Designer.

    0
    sarahmiracle
    Forum|Forum|3 years ago
    amasica1217
    amasica1217Contributor ⭐️⭐️⭐️⭐️

    Ability to prioritize emails for end users and email throttlingNew Idea

    We would love to be able to prioritize which emails are sent to our customer in which order and make sure we can email throttle or limit the number of emails a customer can receive in a certain period of time.I know this is something that is possible in PX, but I would love to see this in CS.We are growing our Digital CS programming, and as Gainsight pushes more towards the Digital CS lens, it would be super great to see this in the system as well so we can continue to grow it.

    0
    amasica1217
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    AvinashNethiGainsight Employee ⭐️

    The Gainsight Assist Outlook Add-in not displaying Inactive or Churn accounts along with Active accountsNew Idea

    Hello Team,When customers try to use Gainsight Assist for outlook and log into the timeline option they cannot find the inactive/churned companies in the search but when we you take one of the people’s email from that company giving it in "to email " then it is available in search.Please consider this as an enhancement and let me know if you need any examples or details are required.

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

    Please Add Score Staleness LogicOpen

    Currently, if you want to set a score to be stale in a scorecard, you set it on a per-measure basis. There is no additional configurability - it applies to all customers with that scorecard (no segmentation), and all values of that score.Here’s the context:We have a manual score we want our CSMs to update. The scheme is Red/Yellow/Green. When the score is “Red”, we want CSMs to update the score every 2 weeks. When the score is “Yellow” or “Green”, we only need them to update it once a month.While we currently don’t have this use case, it may also be helpful to have criteria for other types of segmentation for staleness, without having to create a bunch of scorecards just to handle this. Request: Please give us some logic/filter criteria so that we can be more granular with when a score needs to be refreshed. I know we have the ability to set scores to NA as a type of workaround, but that has its own drawbacks and this request is specifically to use the existing staleness feature and not need another rule-based workaround.

    2
    ChiragJ
    Forum|Forum|3 years ago
    jeremy_johnston
    jeremy_johnstonHelper ⭐️

    Horizon Rules: Update CTA Due Date and cascade to CTA Tasks - Allow for Earlier Due DatesNew Idea

    Use Case:  we need to update the CTA Due Date and the related CTA Task due dates to be EARLIER than what their currently values are.Example: current CTA Due Date = 10/24/2023current CTA Tasks Due Date = 10/24/2023desired updated CTA Due Date = 8/31/2023desired updated CTA Due Date = 8/31/2023 Issue:  current functionality doesn’t allow for the CTA Tasks Due Dates to be updated to a value that is EARLIER than their current value.  This has been confirmed by GS Support and L2 as a current limitation: The ask here is to allow for CTA Due Date updates to cascade to CTA Tasks regardless of whether they are earlier or later than existing values. Thx.JJ

    1
    jeremy_johnston
    Forum|Forum|3 years ago
    gunjanm
    gunjanmExpert ⭐️

    Company Person Lookup in Success PlansNew Idea

    Hi folks,  Currently, when setting up a Company Person Lookup on a Success Plan, we do not have the option to Display the name associated, since the Display Field dropdown option only shows fields associated with the object designated on the field’s lookup - in this case, Company Person - whereas the Name is on the Person object. Using the Person object for the field instead limits our abilities to Filter the field to only show results related to the Company. It’s kind of funny since the Search Fields allow for the associated object lookup fields to be used, so this seems like an oversight.  Our workaround solution for the time being will likely be to create an additional Name field on the Company Person object that gets populated by a Rule. This can lead to many issues, such as time delay discrepancies based on the Connector and the Rule, as well as duplication causing reporting confusion by other admins.  Request: allow Display options to show associated object lookup fields also, so that I can show Company Person → Person → Name. Perhaps only for this system object, but that is a wider conversation.  For Gainsight, ticket 100716 has exact details relating to this request.  

    18
    sacha
    Forum|Forum|3 years ago
    jeffmanciniContributor ⭐️⭐️⭐️

    Real-time rules triggered from objects that are commonly updated in real-timeNew Idea

    99% of the changes we make to the Company object are done through scheduled rules. Our CS team generally does not make manual updates (by design.) This sort of defeats the purpose of real-time rules for us, since they would only be triggered when our SCHEDULED rules change something in the company object.I would love to be able to trigger real-time rules based on changes/updates to objects that are more likely to be updated in real-time. Example objects would be - survey objects, timeline activities, CTAs, etc. 

    20
    shambhawi
    Forum|Forum|3 years ago
    Brayden
    Gainsight Employee ⭐️
    BraydenGainsight Employee ⭐️

    Separate Timeline and Calendar widgets for GS HomeNew Idea

    Currently, the Timeline and Calendar Widgets on GS Home are the same widget that you can only switch back and forth between them on.Whenever you switch back and forth between these, they always revert back to their default state, which can cause issues if you are trying to compare Timeline Entries with the Calendar.  It would be great to have the ability to add these Widgets independently so you can view them simultaniously. 

    0
    Brayden
    Gainsight Employee ⭐️
    Forum|Forum|3 years ago
    JayS
    JaySHelper ⭐️

    Add metadata fields for user searches in KC bot.New Idea

    It is my understanding from Gainsight support that when a user types a keyword into the bot to search, only the Engagement Display Name, Article Display Name, and Article Title fields are being searched. It would be helpful to have metadata fields to enter additional keywords that should return particular content if searched.Alternatively, could the search be expanded to the Article Body content and the Engagement (dialog, guide, etc.) modals?For example, we have an article regarding how to setup monitoring … “How to Monitor Third Parties.” That serves as a good Article Name and Article Display Name, but some of our users might search for “alerts” because they can get alerts by monitoring a third party. If there was a metadata field where we could enter “alerts, alert, monitoring, notifications” the user would have a better chance of finding the “How to Monitor Third Parties” article.I welcome any additional input from folks who understand metadata better than me!cc: @Pravalika S @Gainsight2022 @woodlande @wheelern @JPKelliher @sdreid @link_black @mmarques @amadeo @cakrit @shireesha_reddy 

    2
    Forum|Forum|3 years ago
    bradley
    bradleyExpert ⭐️

    Please make Sandbox Dependency Checks AccurateOpen

    This is in fact a real post. I submitted a ticket Feb 2023 noting that in our Sandbox environment, Data Management>Dependencies did not yield accurate results. It has now been confirmed this is NOT a bug and in fact a sandbox specific product enhancement request. So, here we are. My request is simple: Please make dependencies in the Sandbox accurate.If the ‘why’ is not self evident here, please see me after class :) @anirbandutta semi-related but should we have “Sandbox” as a product area for community here?

    8
    gangayetukuri
    Forum|Forum|3 years ago
    mmarques
    mmarquesHelper ⭐️⭐️

    Engagement monitoring for all engagement managersNew Idea

    It would be good if Engagement Monitoring was available for all engagement managers, and not just to Admins. Engagement managers map their tooltips to product UI, and it would be good for them to be able to know how many times their engagements are running into errors, so they can make improvements.For those who are not admins, here is an example screen when drilling into an engagement that sometimes has errors. Related article:  

    0
    mmarques
    Forum|Forum|3 years ago
    Jack-Occleshaw
    Jack-OccleshawContributor ⭐️⭐️

    Folders for uploaded imagesDevelopment

    Hi All,We upload so many different images to our Engagements on PX, it can be quite overwhelming to find the right image if we wanted to reuse something (and uploading it again just shows us duplicates which again adds to the scrolling torture!). Would it be possible to bring in folders which we can add images to? that way we can categorise our images into things such as ‘Email Hero Images’ ,  ‘Product A GIFs’ or ‘Company Logos’ It would be a massive time saver for us!

    4
    JayS
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    Syam SunderGainsight Employee ⭐️

    Update the External Attendees though rulesClosed (Won't Do)

    Hi Team,If we want to create a activity though rule action: Load to Activities then we are not getting the values for external attendees. Thank you.

    6
    puna.paahana
    Forum|Forum|3 years ago
    chris_mudd
    Gainsight Employee ⭐️
    chris_muddGainsight Employee ⭐️

    Uncheck Send Separate EmailsNew Idea

    Current functionality does not allow you to uncheck the 'Send Separate Email to Recipients' if a token is being used.  We would like to see this only come default on if a Contact Name is used, or if a survey is being used. Currently we are only tokenizing the Account Name in the Subject of the email, but nothing else.

    12
    heather_hansen
    Forum|Forum|3 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Improve outer merge output data setsNew Idea

    Hey All,I have found the outer join/merge data tasks in Data Designer falls a little short.Currently, when you perform an outer merge on two data sets, for example with a merge on GSID, the final data set looks like thisThis is not as useful as could be as despite merging on GSID, GSID values have not been parsed to both GSID columns. Instead, we have no values. That means effectively merging the data sets in a useful manner will involve the use of case expressions (which are limited in capability, both criteria and case statements). When performing an outer merge, we consider the join on field as the identifier. There is no reason why we shouldn’t consequently be appending records that exist only in one of the datasets to the bottom of each of the other data sets as part of the merge.  We could then just take the following data points:GSID Data Set 1 Name Data Set 1 Version Data Set 2And have a data set with all the information I need, against an identifier that would be available from each of the GSID columns.The below result would instead allow us to drop one of the two GSID columns (like we do in other merge types), and to effectively use the data for reporting purposes or in Journey Orchestrator. It would also help rationalize queries and data designs by not having to add other data set with a merge left and a final transformation to eliminate empty values (and further transformation to require duplicates). See below two additional tasks to achieve the desired outcome (further transformation required to eliminate duplicates too). Thanks!

    4
    Tomas Trijonis
    Forum|Forum|3 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Left align survey button in email?New Idea

    Not sure if am being stupid or it just isn’t possible.  Can I left align a survey button in an e-mail template? Currently it’s in the middle and looks a bit odd with the text aligned left;     

    7
    jeynreyn
    Forum|Forum|3 years ago
    anirbandutta
    anirbanduttaExpert ⭐️

    Bringing in Product Documentation results into the CommunityReleased

    The Community Search does a good job serving Discussions and Ideas around our features.It also serves relevant courses on Gainsight university.While we announce availability of Documentation per Release and a brief summary of what it contains, the big thing missing currently is serving up the formal Documentation around the features. Bring in relevant Gainsight documentation resources for Customers right where they are looking for.Thanks @neelam_mukherjee for the mockup 

    8
    anirbandutta
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    Syam SunderGainsight Employee ⭐️

    Option to clone the MDA ObjectNew Idea

    Hi Team,Customer requested the feature to clone the MDA Object. As a workaround I have mentioned that we can create another object manually (that's a copy of the original) and then transfer all the data with a rule if needed.  Thank you.

    4
    rrobinson
    Forum|Forum|3 years ago
    paul_lawrence
    paul_lawrenceContributor ⭐️

    Stop multiple browser tabs opening?New Idea

    New browser tabs are being opened when selecting options. Is there a way to prevent this and keep all information contained in a single browser window?

    13
    Forum|Forum|3 years ago
    cynthiamContributor ⭐️⭐️⭐️

    Is there a way to edit the company of a CTA and timeline post?New Idea

    We accidentally put a CTA in an incorrect company and need to edit the company field to assign it to the right company’s cockpit.  Is there a way to enable the edit of the company field?     Additionally, occasionally, a timeline email post is associated with the wrong company when forwarding to Gainsight from email.  Is there a way to reassign to the right customer?  

    16
    Forum|Forum|3 years ago
    brittany
    brittanyContributor ⭐️⭐️⭐️⭐️⭐️

    Be able to add milestones from TimelineNew Idea

    First of all, love the Timeline interface! However, what is a timeline for, if not milestones? It would be great if Milestones added elsewhere were visible here, but even better would be if we could add Milestones as an option for the type of Activity logged.

    22
    Erseburse
    Forum|Forum|3 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Log timeline emails with day and time receivedOpen

    When we log emails to timeline, the log time is that of logging the email. While that works for outbound emails because the time of logging is also the time of sending, it doesn’t work for inbound emails which may be a couple of days to a couple of weeks old (i.e. if you were on holiday and catching up). The ask is simple:When logging an inbound email, use the date and time received as a timeline entry date time value. As far as the time zone goes, use that of the user as it is set in Gainsight.This would save us quite some time not having to modify entries post logging, greater accuracy when engagement is used in health score. The option to respond to log isn’t good. An inbound email has way more value than an outbound email so realistically, those that matter for engagement measures are the inbound ones and this would 1/ clutter customer inboxes for no reason when there is no reason to respond 2/ drown engagement measures in a lot of noise. 

    2
    anirbandutta
    Forum|Forum|3 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Add/subtract months and years to dates in formula fieldsNew Idea

    Hey all,Another area that lacks consistency or parity. Why can’t I add months or years to a date?Can we please make this area of formula field consistent and allow us to add months and years to a date? Like we can in other areas.In my use case, I have a license term in months, and I want to add months to the effective start date since effective end date is mostly missing. 

    4
    alizee
    Forum|Forum|3 years ago
    mbond
    mbondContributor ⭐️⭐️⭐️

    Make a use of Field Description (Data Management)New Idea

    I was working on a report and was requested to show a small description of what the field means (see the screenshot)As far as I know it’s not possible to use the “Description” field anywhere except Data Management. I think it makes sense to make a use of it and have the possibility of adding this description to the field. For example, it will be very useful (especially for end-users) when I’m hovering on a segment and can see what that term mean. Also, would be very nice to have this small description in C360 when hovering on a drop-down itself instead of repeating twice the name of the field 

    6
    TMaier
    Forum|Forum|3 years ago
    TMaier
    TMaierHelper ⭐️

    Total Number of Records in Tabular Reports w/ Inline Column FiltersNew Idea

     Hello! I may be misremembering, but I recall the “total number of records” counts in the bottom left of reports updating to reflect datasets impacted by ad hoc filtering in column headers. This is either no longer the case, or never was. In either case, it would be very helpful to have that behavior. Unfiltered Tabular Report Results vs Ad Hoc Filtered Results 

    8
    Prateek Parashar
    Forum|Forum|3 years ago

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