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    Idea Pipeline

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    6164 Ideas

    jenlpro
    jenlproHelper ⭐️

    Fix Google Calendar widget so that it does not jump back several weeks in time when you scrollNew Idea

    One of my Gainsight users pointed out that the Google Calendar widget on GS Home will jump back several weeks in time rather abruptly if you scroll too quickly back in time. L1 and L2 Gainsight support have confirmed that they’re able to replicate the behavior on their side from our environment.It would be great if the widget was enhanced so that scrolling quickly simply scrolled faster and did not jump back in time. Seems like a relatively small change, but it would greatly impact the user experience and adoption of this feature at my company (and I’m sure others!) Thank you 😁

    0
    jenlpro
    Forum|Forum|3 years ago
    SundeepContributor ⭐️⭐️

    User Management PermissionsNew Idea

    It would be helpful to the customers to be able to create permissions for different roles and be able to see which users are assigned which permission sets without having to edit that user.    

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

    Add Custom Fields to Horizon Success Plan FilterNew Idea

    The Success Plan Horizon Experience is great to have a list view and be able to filter. It would be enhanced if we could add custom fields to the list view filter. E.g. Instead of having Success Plan owner, I would like to be able to filter by Success Plan -> CTA Objective owner.

    6
    vanessa_r
    Forum|Forum|3 years ago
    zach_davis
    zach_davisHelper ⭐️

    CAST String to Number in Bionic RuleNew Idea

    Would it be possible to add the CAST function to transformation tasks in Bionic Rules? Example: Customer has a CSAT in SFDC but is stored as a String rather than Number. In order to calculate anything off of this, I have to load to the MDA using 10 Actions in a Rule since I cannot load a String to a Number field in the MDA. I would like to be able to convert these to numbers in a Transformation task. Thoughts?

    3
    Jef Vanlaer
    Forum|Forum|3 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Ability to edit CTAs in the Rules EngineReleased

    My customer recently came up with a use case for editing a CTA within the Rules Engine that I'd like to share.  Right now, we can either create or close a CTA from the Rules Engine. What my customer would like to do is change a CTA's status, priority, etc. based on criteria.  Example: For a medium-priority CTA that was fired off due to a drop in usage, the customer would like the ability to up that CTA's priority from medium to high for any CTA that fits the associated type and reason if the usage falls even further after the original CTA is fired off.  This kind of example doesn't really fit our current Mass Edit functionality and isn't currently able to be automated from within the Rules Engine. Happy to go into more detail if needed. Thanks!

    9
    Forum|Forum|4 years ago
    jean.nairon
    jean.naironExpert ⭐️

    Is it possible to use PX to drive user adoption in CS?Closed (Won't Do)

    PX has some great features for driving adoption: in-product engagement, usage analytics, in-app surveys, and more. Is it possible to use PX to drive CSM and Viewer license adoption? When driving CS user adoption, it would be incredibly helpful if Gainsight provided an in-app experience for engaging and driving end-user adoption. You know the benefits of PX better than I and it seems like this would be incredibly helpful for driving Nxt adoption. 

    3
    Forum|Forum|4 years ago
    TheDataSherpaContributor ⭐️⭐️

    Create API to export objects from gainsightNew Idea

    There are limitations to what you can do exporting data to cyberduck such as free text fields breaking csv’s if there are commas, it would be nice if we just had access to export any object and pick the fields within the object we want. This could be achieved by having an API that we could use to pull data from. Specifically we want to pull data out of GS and into Snowflake but an API would be a broad way to solve this request.  

    1
    lori_dinardo
    Forum|Forum|4 years ago
    andrew_biehle
    Gainsight Employee ⭐️
    andrew_biehleGainsight Employee ⭐️

    Create CTA's based on a CSV.New Idea

    At the moment you can only create CTA's manually on the account page or through rules engine but it might be a cool idea in the future to have the ability to create CTA's based off a CSV as long as it has a valid Account ID in the CSV.

    9
    Forum|Forum|4 years ago
    alb
    albContributor ⭐️⭐️⭐️⭐️

    Capture Screen Resolution, Browser Size, Device Type, OS of UsersOpen

    Hi folks, I’ve been asked for this capability weekly by our product and design teams for what seems like months now.  I don’t understand why PX can track browser type, but you don’t bother to track screen resolution, browser frame size, device type, nor OS while you’re at it.   Imagine how nice it would be to limit visibility of a guide or dialogue to someone who has their window size too small or is on a particular device?  Or the ability to adjust guides based on resolution?  Not to mention being able to report on what your user base has for set up so we can better design our products.   We don’t want to install (yet another) product to track just this.  Please help!

    7
    mmarques
    Forum|Forum|4 years ago
    kcsp
    kcsp

    Make Column Width in Rules Engine StickyNew Idea

    The new Horizon UI for Rules Engine cuts off the rule names. In order to see them, I have to change the column width, but it doesn’t stick so every time I navigate away and back I have to readjust. If it can be made either sticky or dynamic to fit the rule name this would be better.

    15
    Jitesh
    Forum|Forum|4 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Create multiple CTAs from Timeline ActivityNew Idea

    Currently, all tasks added to a Timeline Activity are combined under one CTA. When discussing multiple topics in a customer meeting, for example, it would be useful to be able to create multiple CTAs directly from the meeting notes in the Timeline Activity.

    3
    Forum|Forum|4 years ago
    bradybluhm
    bradybluhmGainsight Employee ⭐️⭐️

    I want to create and send an email from the C360 using Email Assist 2.0New Idea

    The new C360 has a CREATE button that allows you to ‘create’ a Timeline Activity, CTA, CSQL Lead, or a Product Request (with the upcoming ProductBoard integration).I want to add the option to ‘create’ an email, which would open up Email Assist 2.0 and allow me to either draft a new email or select an email template to send. It would also allow me to take advantage of the open and click through rates information possible with Email Assist. I often have to jump out of Gainsight into my Gmail to send an email off to my customer based on information I am sharing from within Gainsight. So I’ll juggle having different windows open on different monitors. It would be much easier if I could pop open an new email within Gainsight, select a template and send it off.

    1
    bradybluhm
    Forum|Forum|4 years ago
    darkknight
    darkknightExpert ⭐️

    Allow Dependency Controller fields to be editable on C360 without their childrenNew Idea

    I just ran into an issue where I have used the same Dropdown List for two different fields on two different objects, not knowing that the Dropdown Dependency was going to make the Controller field uneditable from C360 unless I also included the two children on the attributes layout as well. Use Case:I have a Company field called Client Status that I need to be editable from C360.I also have a Timeline field called Client Status that I need to be editable from Timeline.Both of these currently use the same dropdown list because they require the same values.On Timeline, I need for two additional fields (Client Status Reason and Client Status Subreason) whose dropdown lists I need to  pre-populate with specific values depending on the value of Client Status, so I created Dependency Mapping as follows: The Timeline path works just fine/as expected.When I add ONLY the Company::Client Status field (the Controller) to a C360 Attributes section nets me this result when I try to make it editable. If I create fields and add the two dependency children dropdowns (Client Status Reason and Client Status Subreason) and make them both editable on C360, then I can make Client Status editable.  But I don’t want/need Company fields for those two child fields - I only need them on Timeline.QUESTION #1: Why does the dependency seem to work backwards? Why can’t I edit a Controller field from C360, irrespective of the two dependent children?Then to make issues even weirder…When I add ONLY the Timeline::Client Status field (the Controller) to a Timeline Activity - I have no such blocker on editing it!  QUESTION #2:  Why is it ok to edit this on the Timeline record irrespective of the two dependent children but not the C360? I would chalk this up to a lesson learned - don’t use the same dropdown list across more than one field… but the lack of cohesive functionality here is just plain odd. I hope this is addressed in the new Horizon C360… otherwise, please make this make sense!Also, I cannot even delete dependencies to undo this mess!! 

    2
    Forum|Forum|4 years ago
    shiv_kumar_katiyar
    shiv_kumar_katiyarGainsight Employee ⭐️⭐️

    Plans to update scorecard timeline via Mobile app or Sally?New Idea

    Hi Team, Is there are any plans to have the functionality to update scorecard timeline via Sally or the mobile app?   Thanks ~Shiv

    4
    bradley
    Forum|Forum|4 years ago
    darkknight
    darkknightExpert ⭐️

    Enhance Sally CTA Creation fieldsNew Idea

    There may already be a post out there somewhere but I cannot find it.The ability to create a CTA through Sally is useful, but it would be even more useful ifA) users could select a Reason while creating through Sally (otherwise every CTA ends up logging with the same reason code, and users forget to go manually change it) B) if admins could establish required fields that also need to be completed.   

    2
    darkknight
    Forum|Forum|4 years ago
    carolyndibuono
    carolyndibuonoContributor ⭐️⭐️⭐️⭐️

    Create Tasks related to Timeline activities/CTAs using Sally in SlackNew Idea

    Our CS team loves using Sally in Slack, as both Gainsight and Slack are primary tools for them.One enhancement that would make Sally even better would be the ability to create Tasks when submitting both Timeline activities and CTAs in Slack.Currently, the team must log in to Gainsight and edit their Timeline/CTA entry to add Tasks if there are ‘to do’ items for that activities. It would be great if this could be done directly in Slack as an optional step.

    1
    bradley
    Forum|Forum|4 years ago
    TMaier
    TMaierHelper ⭐️

    Add a "Next Run" Column to the Connector Jobs ScreenNew Idea

    Another super minor tweak that I think would make daily life for admins easier: add the “next scheduled run” date and time to the Connector 2.0 Jobs page in the same way that it’s shown in the Rules engine. I don’t feel like I need to make a fake mock-up in paint for this one since it’s already part of the platform in another area.

    0
    TMaier
    Forum|Forum|4 years ago
    kelly
    kellyHelper ⭐️⭐️⭐️

    Log Test Send EmailsNew Idea

    It’s a frustrating and time consuming experience when Test/Preview email sends don’t deliver while trying to validate a program. Sometimes they come through instantly, sometimes it takes 5, 20, 60+ minutes. I understand the delay may be on our internal mail server, but that’s not always the case.  In one example, I sent two previews to myself with a recipient email address populated, I’ve yet to receive those. I changed the To address to my own, and received them within about 10 minutes. It would be good to be able to view a log of these attempts to determine if it’s something I need to raise an internal ticket to investigate or a Gainsight support ticket as it is expected that emails will always deliver. 

    0
    kelly
    Forum|Forum|4 years ago
    swen
    swenContributor ⭐️⭐️⭐️

    Manual sorting of Group By in a reportNew Idea

    Hi, It would be great if there will be an ability to sort a Group By Report manual instead of the current options to sort only ASC and DESC for a field ThanksSwen

    1
    Forum|Forum|4 years ago
    rho_ran_experian
    rho_ran_experianContributor ⭐️⭐️⭐️⭐️⭐️

    Make the Default My CTAs View on the Cockpit EditableNew Idea

    Make the default My CTAs view on the Cockpit editable by an administrator.  I would like to add the Next Action Due Date field as a column to the My CTAs view for all users, but cannot edit that default view in administration.  Since the Due Date shows only the due date for the CTA, the CSM cannot readily see when Tasks under the CTA are due without opening each CTA.  Tasks are often due before the CTA itself.  

    3
    Forum|Forum|4 years ago
    reggie_yu_gazmen
    reggie_yu_gazmenContributor ⭐️⭐️

    To allow display logic to be applied on Sub-Questions for Matrix Survey QuestionsNew Idea

    In a survey with a matrix question, you can only add a display logic to the main question. We also would like to have the ability to control the display of the sub-questions. Is there a plan to apply a display logic to sub-questions using the different display types? An enhancement of this type would provide great value in survey design.

    3
    Sudipta Chowdhury
    Forum|Forum|4 years ago
    darkknight
    darkknightExpert ⭐️

    Include a Note on Support Portal when Gainsight is ClosedNew Idea

    It would be great if Gainsight Support would post something on the main portal when Gainsight has a holiday that does not align to standard holiday calendar.Enterprise customers apparently get notified by their CSMs that GS is going to be closed and support will be slow to respond...but when you’re not an Enterprise customer, like me, you get left wondering. 

    7
    TMaier
    Forum|Forum|4 years ago
    thejaswi_puvvada
    thejaswi_puvvadaContributor ⭐️⭐️

    Customize dashboard export PPTNew Idea

    Do we have it in roadmap to allow customized PPT export from Dashboards? My customers are asking for an option to customize the PPT exported from Dashboards. Currently, they are exporting the dashboard and manully editing it before sending it over to the users. The request is to reduce this manual effort by providing an option to upload their customized PPT and export the dashboard to it.  We have suggested to use success snapshots 2.0 but there is no scheduling option in success snapshots 2.0 which defeats the purpose.

    8
    sam_buddery
    Forum|Forum|4 years ago
    oscar_nembaware
    oscar_nembawareContributor ⭐️⭐️

    Date filters in Rules EngineNew Idea

    It would be nice to have a date filter with in the rules engine that will enable me to filter like the filters in the report builder. ie current year, last year and this year etc to compliment the ones that are already there. I am trying to set up a CTA but only for data emantaing from a Current Quarter

    13
    Immi118411
    Forum|Forum|4 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Allow more than 20 rules in a rule chainNew Idea

    Please allow more than 20 rules in a rule chain, and fix this confusing messaging in the UI that appears like I can have up to 97 rules in a rule chain, but then I get an error when I attempt more than 20. 

    4
    alizee
    Forum|Forum|4 years ago

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