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    Idea Pipeline

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    6164 Ideas

    cmultanen
    cmultanenHelper ⭐️

    Horizon Analytics Dashboard UI FeedbackNew Idea

    We are loving the look of Horizon Analytics but we’ve found that rearranging reports in dashboards can be excessively difficult.Moving a report or widget to a different position in the dashboard frequently causes the rest of the reports to scatter in all directions. This leads to a lot of wasted time rearranging reports piece by piece. Depending on the number of reports, it’s sometimes quicker to just rebuild from scratch.It would be great if the UI was a bit more responsive when editing dashboards.

    2
    anirbandutta
    Forum|Forum|3 years ago
    shawnvoleskyContributor ⭐️

    BCC to timeline - no error over 32,000 charactersNew Idea

    We use BCC to timeline for most emails and frequently get back errors that the emails cannot be logged due to being over 32,000 characters. This is common and routine in business, where threads can build up. If the 32,000 character limit is firm, instead of returning an error and then having to manually go in and log the first part of the email, I’d like it if Gainsight could automatically log the email and just truncate anything in excess of the 32,000 characters. The important part of the log is the more recent portion of the thread anyway, and this would save a lot of time.

    0
    Forum|Forum|3 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    API Action to Toggle Content Helpfulness setting on articlesDiscovery

    I wish there was an API operation that could change the setting on this content helpfulness visibility settings in Control Similar to the operations for toggling sticky state or changing a public label. Use Case: Scheduling articles to publish in advance, but wanting to adjust away from the default setting based on criteria. I’m able to do a Zapier automation based on when it publishes that 1.) updates the moderator tag, 2.) changes the public label, but I cannot add 3.) disable the content helpfulness

    4
    Manon
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    SrikanthGainsight Employee ⭐️

    Can we give an option to delete the reasons in Opt-out pageNew Idea

    Hi @nitisha_rathi,Can we give an option to delete the reasons in Opt-out page.By giving above option, customers can use required number of reasons instead of 5(which is default). Regards,Srikanth

    3
    jrich
    Forum|Forum|3 years ago
    antonio_carrozza
    antonio_carrozzaContributor ⭐️⭐️

    Ability to edit/change the color scheme of opt-out pageNew Idea

    Currently, it is possible to customize the opt-out pages for email templates ad documented here. However, it seems that the blue color scheme in the page (top bar, submit button - see screenshot) is not editable. Is this something that can be changed? Thanks! 

    1
    jrich
    Forum|Forum|3 years ago
    sam_buddery
    sam_budderyGainsight Employee ⭐️⭐️

    Collaborative TimelineNew Idea

    When multiple stakeholders are on the same meeting, it can be a waste of time and typing for multiple people to take notes or a challenge to know who is responsible for taking notes. With a Collaborative Timeline, Gainsight could allow the workload to be shared and for non-presenting team members to take notes and then pass the ball all in realtime. This would make Gainsight timeline THE PLACE to log customer activity even more than it is today. See mock up video: https://www.loom.com/share/bb6c0ae70a794a58937e1ddaa503488e

    5
    kyerardi
    Forum|Forum|3 years ago
    mightylud
    mightyludContributor ⭐️

    Export People List in C360New Idea

    It would be nice to be able to export the list of contacts in C360 > People.We could then confirm with the decision maker of the company that the full list of contacts is correct and up to date by emailing them with the list attached.

    1
    sagan_sherlin
    Forum|Forum|3 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    How can I compare dates between different fields to find the latest date?New Idea

    I have created a data designer dataset on Success Plans with 3 date fields: Plan Last Modified Date, Associated CTA last Modified Date, and Timeline Last Activity Date. I need to compare between the 3 fields to find the MAX date of the three columns. The idea is that this is the true “last modification” date of the plan, as we consider modifying a CTA or Timeline to also be working a plan. Has anyone had success comparing dates between columns? I have the max date within the column itself figured, now need to compare between the 3  

    13
    Forum|Forum|3 years ago
    BryceFoutzContributor ⭐️

    Have the ability to increase the associated record account limit to more than 10.New Idea

    Right now we have “pod” meetings where we have an internal call and discuss many accounts in the same call. When we go to log the activity to the timeline we would like to have the ability to associate to all account records discussed so the system does not create multiple activities and inflate the work being done by our team. As of now we can only associate 10 account records and this is causing us to copy and paste and create multiple duplicate timeline records

    2
    brandihammel
    Forum|Forum|3 years ago
    ashleyunity
    ashleyunityContributor ⭐️⭐️⭐️

    Tags for NXTClosed (Won't Do)

    Hi team, it would be absolutely amazing if we could create and edit tags within Gainsight NXT. It wasn’t immediately clear to us during the initial implementation that tags were a Salesforce-only feature.   We understand that it’s possible to define criteria according to Rules Engine, but tags are a more end-user friendly way to segment and identify customers and their behaviours.

    10
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    Brianna GoodrumGainsight Employee ⭐️

    Add Live Chat Support to KC BotNew Idea

    We would like to see a live chat feature added to the Knowledge Bot so that users can get assistance within the application without the need to use an additional plugin or have 2 bots running side by side in the application.

    1
    kathleenkenny23
    Forum|Forum|3 years ago
    michael_sweeney
    michael_sweeneyHelper ⭐️

    Create email assist tokens from opportunity fieldsNew Idea

    Right now we support only 6 objects for token mappings, Account, Contact, CustomerInfo, CSTask, CTA and User. Are there plans in the future to be able to add custom tokens from the opportunity field for example? If I link the oppty to the CTA or figure out how to write these fields onto the CTA, could that allow me to pull these fields into the template? 

    15
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    gschardanGainsight Employee ⭐️

    With Personalize My Home User being able to add reportsNew Idea

    With Personalize My Home a user is only able to remove reports that are added and are unable to add any reports. I understand this as not all reports should be available to a user since some have information that they should not be able to access. Would it be possible to have a setting where you give access to certain folders or reports to give the user options of reports to add, rather than the admin adding all them and the user removing.

    4
    Chelsea.holfield
    Forum|Forum|3 years ago
    sainyam_sandhuContributor ⭐️⭐️⭐️

    Success Plans : Ability to mass update due date of dependent tasksNew Idea

    It would be helpful to add the ability to update the due dates of the dependent tasks once the main/parent task due date is changed or moved over and also to allow see the baseline in Gantt chart view to allow see how the project is doing (internal and external visibility available)

    2
    Forum|Forum|3 years ago
    phil_kowalski
    phil_kowalskiContributor ⭐️⭐️⭐️

    Success Plan Description via Rules EngineDiscovery

    About to launch a process using Success Plans to the team, where the Success Plans are created via the rules engine. It would be great to be able to fill the Description field on Success Plans through the rules engine, especially since you can't remove that field from the UI. Doesn't seem possible to do so, unless I'm missing something. Thanks!

    2
    christopher_sanderson
    Forum|Forum|3 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Custom Colours for CTA TypesNew Idea

    With the new release I have to say I am not loving the available colour options for the CTA types, reasons, status’s etc please can we choose our own custom ones.... Also FYI they don’t appear to be very accessible, the contrast between background (white) and some of the colours is very small. And with limited options to choose from its hard to not end up with at least 1 of them in our list.     

    2
    jessicatang
    Forum|Forum|3 years ago
    jenlpro
    jenlproHelper ⭐️

    Ability to "Download Data" from report as either csv or xlsx fileNew Idea

    I would love the ability to toggle between csv or xlsx format for my data downloads. For example, if pulling a report from GS to re-import via CSV as participants in a program, downloading a report as a csv would be much more useful than as xlsx. 

    0
    jenlpro
    Forum|Forum|3 years ago
    darkknight
    darkknightExpert ⭐️

    Add ability to update playbooks on existing CTAsNew Idea

    I thought the capability already existed, but it appears updating a CTA will only apply a playbook if there was not already a playbook attached. I've never had a situation arise, until now, where I needed this capability - but I can see a greater need for it down the road. Is there any reason why this functionality shouldn't be possible? If not, I would like to request that it get added, because there's definitely a solid use case for it. If I've missed something, and there IS a way to update playbooks on existing CTAs (without deleting/readding) then please let me know that as well.

    30
    Forum|Forum|3 years ago
    ellenoangieslistcom
    ellenoangieslistcomContributor ⭐️⭐️⭐️⭐️⭐️

    Add Template to Mass EditNew Idea

    I do the same exact mass edit multiple times a week (close CTAs for reps who have left the company).  It would be great if I could have a drop down template to show the mass edit criteria i specify.  I tried to create a rule to close CTAs for inactive reps but since the CTAs all have different Types and Reasons it does not work.  

    19
    anirbandutta
    Forum|Forum|3 years ago
    amadeo
    amadeoContributor ⭐️⭐️⭐️

    Request: Add the Feedback tab to the KC Bot unified tab layoutOpen

    We would like to use the Feedback feature in the KC unified tab layout. It would be great if the user could click “Feedback” and the Feedback form shows as a second page like the image belowPlease let me know if this will be possible. We would like to collect feedback after implementation, which is happening soon.

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

    Formula field for "Rule DateTime"?Open

    It would be great to have ability to create a formula field for the DateTime of the Rule Run rather than just the Date.  We have struggled with optimizing some of our update rules so that pull data from the last rule run rather than a full day. By allowing this field type in formula, we would be able to create a field in transform to log to a custom object that could be run against the next time the rule runs

    4
    Forum|Forum|3 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Give Admins ability to set a system configuration for logging emails to Company instead of RelationshipNew Idea

    There’s a user setting for where to log an email from GS Assist plug-in. As an org, we want our emails logging to Company, not to Relationship. However the default setting is for Relationship. There’s no way for us to change this from an Admin level, and instead need to instruct all users and any new users to configure their own settings in this way.Please give admins the ability to set the default as Log Emails to Company. 

    2
    TMaier
    Forum|Forum|3 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Make Customer Goals a global navigationNew Idea

    Right now, the Customer Goals is not in the left hand global navigation so a CSM cannot see their entire book of business in one spot. It would be ideal to have this in order to push adoption of the feature, which is much simpler way of tracking than trying to use Success Plans and Objectives

    0
    andreammelde
    Forum|Forum|3 years ago
    cmultanen
    cmultanenHelper ⭐️

    Allow Syncing of Multi-Picklist Fields in Zendesk IntegrationNew Idea

    It is currently not possible to sync a multi-picklist field from Zendesk into Gainsight via the Zendesk integration. Our support team sometimes uses multi-picklists for categorizing tickets so it would be helpful to have this functionality for reporting and visibility. 

    7
    sarahmiracle
    Forum|Forum|3 years ago
    chad_kocherhans
    chad_kocherhansContributor ⭐️⭐️

    Ability to Add Tasks to Note TemplatesNew Idea

    It’d be a great time saver for end users if admins had the ability to add tasks to note templates. Ideally, when the end user applies the template, it would also automatically create the tasks along with the note.

    0
    chad_kocherhans
    Forum|Forum|3 years ago

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