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    6164 Ideas

    VBennyGainsight
    VBennyGainsightContributor ⭐️⭐️

    Enable modifications to engagements after translationOpen

    Currently, after you upload XLIFF files to an engagement to provide translations, you are not allowed to modify the engagement. This means that to modify an engagement after a translation has been put in it, you have to take the following steps:Store the original XLIFF file Remove the translations from the engagement Update the engagement with the changes Re-export a blank XLIFF file Add the translations back into that blank, new XLIFF (likely using a 3rd-party diffing tool like Winmerge or Kdiff3 to facilitate) Re-import the translations.This is a pretty painful process, and means that we can only really upload translations and validate the engagement in other languages once the engagement is really, really done.It would be nice if Gainsight would:Allow editing the engagement after translations have been uploaded. Highlight engagements on the Engagements page that have been updated after they have translations, but that haven’t yet had their XLIFFs updated in one or more languages. This would remind them that they need to get the engagement translations updated to get the translations up-to-date with the base engagement. Other notifications within Gainsight reminding users of this might be useful. When an engagement has been edited in English but hasn’t yet had updated XLIFFs uploaded, show users the old version of the engagement for the other languages of the engagement, so they still see a coherent, fully-translated engagement in their native language.

    3
    Forum|Forum|3 years ago
    Beachball3000
    Beachball3000Contributor ⭐️⭐️⭐️

    Enhance text editor across all areas of the platformOpen

    The text editor available on the Community’s front private message seems to have more options than those present within the Control environment. Upgrading all the editors in the platform to have the options to include emojis, text styles would be  Front private message​​​ Control private message​​​​​​ 

    5
    sarahmasterton-brown
    Forum|Forum|3 years ago
    kytpowellContributor ⭐️⭐️⭐️

    Unable to remove Add to Destination in ConnectorsReleased

    Not sure if this is a bug or how it is supposed to function, but I am unable to remove the Add to Destination task in my connector job. I needed to add an additional merge task but now I am unable to add a destination based on my new merge. Is this how it is supposed to function and I have to create a brand new job from scratch?I even attempted to remove the daily schedule runs for it to see if that would impact it, but it did not. 

    8
    inagar
    Forum|Forum|3 years ago
    j2001797Contributor ⭐️

    Ability to export My PortfolioNew Idea

    My Portfolio widget has limitations on filtering multiple columns, having the ability to export to have additional filtering options would help with a book of business with many customers. 

    2
    anirbandutta
    Forum|Forum|3 years ago
    Molly.McQ
    Molly.McQHelper ⭐️

    Expanded Qualification Scope settings for Badge engagementsNew Idea

    Currently, we are limited to two Qualification Scope settings for badge engagements (i.e., Once, Always), and even this is limited based on the selected Trigger Type. It would be a valuable product improvement to offer expanded Qualification Scope settings available so that we could selectively define a scope that is greater than once, but less than always. Furthermore, it would be great to have all expanded settings applied to all Trigger Types. Example Use Case: Deploying a badge + tooltip that is to be displayed in-app for an extended period to ensure maximum user awareness, but during the scheduled engagement period, qualified users should only view the badge + tooltip a maximum of three times. Currently, this is not possible, as we are limited to Once or Always for the Qualification Scope (dependent upon Trigger Type). Badge Settings 

    2
    romihache
    Forum|Forum|3 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Data Mgmt: Ability to swap or take out a field in bulk from reports' breakdowns when deleting a fieldNew Idea

    Recently, I came upon this and I suspect I am not the only one that experienced it and there are a lot of folks that resourced to rename the old field something as "xxx_deprecated" and take it out from breakdowns as they came across it. Sorry if an idea like this exists, but I browsed a lot but couldn't find a post related to it.Use case: As a business need, we started with a string field in the C360 that had to be updated manually by the CSM, the need evolved and at that point made more sense to have a dropdown list instead of an open string. Created the new field, updated the C360s layouts, validated in Object Analyzer the dependencies of the "old" and only a few came up (5 reports and 2 rules I think)But when the actual moment to "swap" them came, I found that the field was actually used in 2 DD and 46 reports (42 of them were just the field used in the breakdown). So now I had to go one by one to update all those breakdowns (run report → add new and take out the old → run → save... 42x). I understand that if used in a report filter, C/R360 layout, rule or DD makes sense to do it manually but in the case of the field used in the breakdown only would be great to have the option to select in bulk and then be prompted with the option to either delete the field from the breakdown or swap it for another (see my awesome drawing for reference). I think that with a twist, this could be used also as a way to add a new field in several breakdowns at once, either from report builder (e.g. all the reports that have X string in the name should have the Y field in the breakdown) or data management (in all the reports that I have X field, makes sense to also have Y field)... For example:Do you want to [dropdown here to single select "add a field", "delete this field" or "swap this field"]?·If Add: Display all fields in the source object and their lookups to multiple select which field/s to add. If the field to add already exists, do nothing, if it doesn't, add it at the end of the breakdown.·If Swap: Display all fields in the source object and their lookups to single select. If the field to swap already exists in the breakdown, just take the current field from the breakdown.  If it doesn't, add the "new" at the end of the breakdown and take out the "old". If Delete: Take the field out from all breakdowns. 

    3
    Molly.McQ
    Forum|Forum|3 years ago
    meenal_shukla
    meenal_shuklaGainsight Employee ⭐️⭐️

    Why can't I close tasks from the Timeline?New Idea

    Having the ability to close tasks/CTAs assigned to us from Timeline is a much better experience vs going to Cockpit and closing them. It is a disjointed experience not to mention a time suck. 

    8
    Forum|Forum|3 years ago
    bradybluhm
    bradybluhmGainsight Employee ⭐️⭐️

    Auto-Refresh Cockpit items when changes are made within a CTA itselfNew Idea

    Feature RequestAs a CSM, I want the work that I update within the CTA Pane to automatically refresh and update the view of that CTA in the Cockpit list area so that I can continue to work down my list of CTAs without needing to constantly refresh the webpage.Current PainpointWhen updating information within a CTA itself (the 1/3 pane), any changes made do not reflect in the Cockpit view of that CTA without a full webpage refresh/reload. CSMs will often change a CTAs Status, Due Date, Close Tasks, etc. within the CTA pane as they work through and update it… not having it reflect in Cockpit is both confusing and frustrating as they want to continue down their list of work and CTAs without needing to refresh to know where they are at everytime. Example: Marking a CTA as “Closed - Success” in the CTA Pane does not cross off the CTA or change the Status in the Cockpit… it remains at it’s previous “New” or “Work in Progress” status and appears to remain open until refreshing. The opposite behavior works… if I click the Check Circle of a CTA in the Cockpit area, it DOES automatically refresh the CTA pane with the changed Status of “Closed - Success” but not the other way around.

    0
    bradybluhm
    Forum|Forum|3 years ago
    Daniele Cmty
    Daniele CmtyHelper ⭐️⭐️

    Warn user before closing tab with unsaved changes (e.g. Text in the textbox which was not submitted yet)Parked

    Hi all,I just stumbled upon the following idea: I have an idea for the same problem, but with a different (possibly simpler?) solution The Problem.Scenario: some of our users (and esp. our moderators) are writing a well thought-out reply in the text box. They take a small break (slack notification, or they need to do research before completing the reply) and then accidentally close the tab and lose everything. Problem is that there is no warning before closing the tab.They then have to type the whole comment again, often with lots of frustration. Our current workaround.Whenever I write a reply, i have taken the habit to Ctrl+A & Ctrl+C  the heck out of it, just to make sure the content is at least in my clipboard. in some instances, I also copy that text into my slack textbox so I know it’s really safe. We admins know this workaround (which isn’t the most pleasant one esp. if we have to do it every time) but it’s not really something that we wanna broadcast to the whole community. “Hey btw, you might lose your WIP comments if you’re unlucky, so make sure to always safeguard your reply somewhere!” BTW: This also applies to topics, not only replies.Proposed solutions.Either an autosave function just like @m4rc suggested above.ORWhat would be good enough is a kind of browser pop-up before closing the tab or the window, to prevent the tab from closing. So if you close the tab by accident,  you click on cancel and you’re back to your in-progress comment.Other sites/forums also have this and it’s saved me lots of frustration.   @inSided, would you consider releasing this feature? Otherwise, is this  something that I can already implement manually with some sort of third-party script?Thanks for coming to my TED Talk!Happy holidays, Daniele

    9
    Daniele Cmty
    Forum|Forum|3 years ago
    jenlpro
    jenlproHelper ⭐️

    Add Option to Apply New Dropdown Dependencies to All Existing Fields Using that Dropdown ListNew Idea

    I wish dropdown dependencies had the option to update all fields using that dropdown such that the dependency is active when the dropdown dependency is created.Just created a dependency and it was a very painful admin experience.Create the dependency from Dropdown Dependencies screen Find fields using this dropdown in Data Management and update the dependency to be used on the field itself Go to each C360 using this field and remove the field Go to each C360 using this field and re-add the field.This should be a cleaner, more straightforward admin experience. If there was a checkbox in Step 1 above that said “Apply to all existing fields using this picklist?” then step 2 could be automated and prevent the need for step 3 and 4 to save the configuration changes. It’s WILD to me that 3 + 4 need to happen, and that Steps 1 & 2 don’t automatically update existing C360s to work with the new dependencies.Also, seconding the need to be able to delete dependencies that are no longer needed, but that’s posted in another Idea thread here:  

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

    Export Field DependenciesNew Idea

    Situation: You have a new field you’ve added that needs to supplant an older, commonly used field that is now out of date. Either you want to preserve the old data or you are changing data types, in any event you need the new field rather than pump different data into the old field. Problem: To see the field dependancies you need to use the Admin>Data Management>object>Dependencies and then for each dependency type (rule, report, relationships, etc.) you need to select your field, then view the various dependencies. For a popular field this is a cumbersome workflow as you aren’t really able to navigate very well without a large number of clicks. Request: I would like the bility to select a field in dependencies and export an xls/csv file that shows column headers for each dependencies type, and the rows listing each dependency. This would make it easier to systematically make and record your changes to make sure you aren’t breaking a connection or report by not making a field swap when you should have.

    10
    anirbandutta
    Forum|Forum|3 years ago
    thomascardamone
    thomascardamoneContributor ⭐️⭐️

    Gainsight Assist - Timeline Entries add Activity TypeNew Idea

    Hello,I would like to suggest that Gainsight add the option to select the “Activity Type” in the Gainsight Assist app for GSuite. We base a lot of our ‘engagement’ and ‘CTAs’ with companies based on timeline activities. Our reps run into the issue of ‘logging to timeline’ with the Gainsight Assist app and it’s just logged as ‘email.’ Adding the selection to choose an activity type would make these logged timeline entries more valuable not only for our company but for others I would assume. Custom Activity Types Would be great if there was a drop down menu to select the proper activity that is located in the Gainsight application. Seems like this could be a quick win. Then when you create reports based on timeline activity types you will get a much more accurate representation of your teams outreach engagements other than just getting the highest percentage of timeline activities logged as ‘emails.’Image of Gainsight Assist in GSuite. Purposed addition of a dropdown menu selection to select exactly what you see in your instance of Gainsight NXT inside of SFDC. We categorize a lot of our activities with customers by utilizing “Activity Type.” Would love to know what others think about this upgrade idea to Gainsight Assist?

    9
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    TreeMaine09Gainsight Employee ⭐️

    Pop-up LocationNew Idea

    It is often difficult to see pop-ups since most actions performed are no where near the bottom left corner of the page. Please consider moving that pop up to the right side of the screen or giving the option to move pop-up locations. This will also help with mousing over to the pop up to make the selection.

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

    Horizon Analytics - Dashboard - Rich Text ImprovementsNew Idea

    Aside from full HTML support, there are some features that would be very useful in the Rich Text widget for Horizon Dashboards. I don’t know if any of these would be possible but throwing them out there: More text sizes. It’s a bit of a pain with only four options and not much granularity. Columns. I’d like to split a long unordered list across a wide widget into columns, not just be forced to scroll or make a tall vertical widget. Better spacing for hard and soft returns. Sometimes you just want a line break, sometimes you want a full line after your last. More fonts please! Vertical Top/Center/Bottom alignment Thanks!

    10
    bradley
    Forum|Forum|3 years ago
    ryan_lehmanContributor ⭐️⭐️⭐️

    Gainsight Assist Chrome Plugin: Maintain Folder Structure from Email Templates in JONew Idea

    Hi,From an organization and efficiency standpoint, I think it would be really helpful if the Gainsight Assist Chrome Plugin maintained the same folder structure set up by Admins within JO > Email Templates. This would allow users to easily access folders by topic (Onboarding, Business Review, Renewal, etc.) to get to their desired list of templates. As of right now it seems like it’s all search-based, which in some cases isn’t as intuitive if you’re looking to see the range of templates you have access to. A potential solution would be to allow the Admins or end users to select if they want to use the pre-defined folder structure or if they prefer the search-based method.Thanks for considering!Ryan 

    1
    Forum|Forum|3 years ago
    ralucagorbanescuContributor ⭐️⭐️⭐️

    Send 1 email to multiple contacts with the same role from Journey Orchestrator ProgramsNew Idea

    From JO Programs based on query builder logic, we would like to have the ability to send 1 email to multiple people with the same role (Admin) within the same customer account. I have seen this idea, however to me it doesn’t solve for the need to send 1 email to multiple people of the same role, does it? If there is a work around to this, kindly please share.Thank you for considering it!

    2
    Jabittan
    Forum|Forum|3 years ago
    dave_wu_74b11e
    Gainsight Employee ⭐️
    dave_wu_74b11eGainsight Employee ⭐️

    Reporting Filter - Allow Relative Phrases in Between Date FilterReleased

    In order to filter on data in a report for 2 relative time phrases (e.g. > 45 days ago and < 30 days ago), we currently need to add the same Date field twice to a report. Instead, updating the Between filter to allow for relative time phrases (instead of the current hard coded date) will make these types of filters much easier to configure.

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

    Fix rule reordering within rule chainsNew Idea

    Please please please fix the drag and drop/reordering rules within a rule chain functionality. It’s almost impossible to change the order between two rules without creating sub-chain. This needs to behave like drag and dropping actions in rules engine. 

    11
    Forum|Forum|3 years ago
    christopher_sanderson
    christopher_sandersonHelper ⭐️⭐️

    Data Management API description additionNew Idea

    Hey GS teamI’m hoping this is a light ask. I am using the Data Management API to build up to date data dictionaries (oh yes, i’ll share eventually!). However, I am missing one thing big piece of field and object level data that would complete my build.I do not get description, either at the object or field level. As I work to maintain and drive the definition of our data, we have been using that description field extensively. Especially when you hover over a field on a dashboard and it pops the description.Can you please add description to the available fields in the API call? { "objectName": "contracts__gc", "label": "Contracts", "objectType": "CUSTOM", "labelPlural": "Contracts", "keyPrefix": "1Z02RKJ4SYOPKEQAF3", "fields": [ { "fieldName": "FY19_Inc__gc", "label": "FY19_Inc", "dataType": "PERCENTAGE", "objectName": "contracts__gc", "meta": { "properties": { "sourceType": "PERCENTAGE" }, "filterable": true, "sortable": true, "groupable": true, "createable": true, "updateable": true, "formulaField": false, "hasLookup": false, "required": false, "richText": false, "nillable": true, "readOnly": false, "dependentPicklist": false, "fieldGroupType": "CUSTOM", "selfLookup": false, "indexed": false, "decimalPlaces": 2, "hidden": false, "nameField": false, "aggregatable": true } }, 

    0
    christopher_sanderson
    Forum|Forum|3 years ago
    mmayhall
    Gainsight Employee ⭐️
    mmayhallGainsight Employee ⭐️

    Hold Data Types in Subsequent DD TasksNew Idea

    [Posting on behalf of customer] Currently, if a case field in a Data Designer task results in a change in the field’s data type, the updated data type does not automatically pull through into the subsequent steps of the DD. It seems that resolution is to individually re-save each task following that which the change in data type was initiated to ensure they are saved with the new metadata. Ideally, changes of this demise should cascade through to the subsequent steps of the Data Design to ultimately prevent any errors upon running.

    1
    bradley
    Forum|Forum|3 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Phone number type fieldNew Idea

    We cannot currently use the Person object for adding of new contacts by our CSM’s because if they add a phone number it either strips the 0 from the start of it or doesn’t allow a + to be included for international numbers.    Could we please have a phone number type field which allows for these things and allows us to write back to the phone number type fields in SF contacts. 

    3
    Forum|Forum|3 years ago
    zdsiegert
    zdsiegertHelper ⭐️

    CSV Download for Journey Orchestrator ProgramsNew Idea

    Ability to download a csv for a Journey Orchestrator Program which shows all participants (names, email, etc.) and whether or not they Opened, Clicked, or email Bounced/Rejected.   Currently only high-level summary data is available through Program Analytics and creating a custom report is time-consuming

    1
    anirbandutta
    Forum|Forum|3 years ago
    Gainsight Employee ⭐️
    sahil_nazirGainsight Employee ⭐️

    Ability to enable and disable steps after publishing journeyNew Idea

    I am posting this on behalf of customer(Alisa) who wants to have ability to enable and disable steps after publishing the journey.  As per the current JO setup, changes can’t be made once the journey has started. Please share your insights!

    3
    alizee
    Forum|Forum|3 years ago
    brian.atkins
    brian.atkinsContributor ⭐️⭐️⭐️

    Utilize Article Interaction Clicks as Input into EngagementNew Idea

    Having the ability to use article clicks as input into engagements would be very useful.  The use case is that we have an article that describes a new feature / marketplace product and I would like to launch a downstream engagement (i.e. email or in-app guide) following up on that interest.

    0
    brian.atkins
    Forum|Forum|3 years ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    Report Subscription Via EmailNew Idea

    It would be nice to have Gainsight PX email report details at a set interval. If I have an adoption report that I want to run every month, I would like Gainsight to schedule running the report and email me the associated graph and link to the full report. This allows a desired list of reports to be sent to me rather than the current default adoption reports which do not answer specific business questions. 

    1
    brian.atkins
    Forum|Forum|3 years ago

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