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    Idea Pipeline

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    6164 Ideas

    deryamercannContributor ⭐️

    Dependency features between tasks and CTAsNew Idea

    Setting Dependency features between tasks and CTAs would be very good to follow the tasks and CTAs in the correct order within success plan templates

    2
    Forum|Forum|4 years ago
    scott_496fa0
    Gainsight Employee ⭐️
    scott_496fa0Gainsight Employee ⭐️

    Mass Edit Enhancement - CTA NameNew Idea

    Submitting this potential enhancement on behalf of a customer.  They are hoping to use the Mass Edit tool to update the CTA Name field in bulk.  As of today that is not possible.  Asking for a potential feature enhancement to support that functionality. Thanks!

    2
    Forum|Forum|4 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Make Permissions Bundles Make Sense....New Idea

    The permissions you need to add to a bundle are often not named what you’d expect for the access you want to give. There are also a bunch of what seems to be old or non-functioning things. Please can it have a deep-clean and tidy up so it’s more user friendly. Some examples;Admin → Connectors 2.0 - this is needed to give end-users (i.e non admins) the ability to see the Authorize Connection option in their My Profile (which is needed for Renewal Centre, and will be for the Zoom integration I believe) There's no way to know that’s what you need to turn on for them. AND it also gives users the menu item for Admin → Connectors 2.0. Luckily they can’t actually do anything to connectors (it gives them an access denied page) because actually you need to give Connector 3.0 for that - again though, why would you think this, when the menu section/page itself is called Connectors 2.0. Renewal Centre has two further sub options, Analyze and Forecast. Giving access to just one doesn’t change anything. They still get both. Survey Permissions if you want to give end-users the ability to view their survey results from C360 widget (when you go to the detail) you have to give Survey → Survey Response which again gives them a menu item (Survey) that they can’t use. What is the extra section for Survey Permissions even for if you can’t do it there?? 

    1
    darkknight
    Forum|Forum|4 years ago
    britton_walker
    britton_walkerHelper ⭐️

    Objective order on Gantt chartNew Idea

    I get that a gantt charts generally make the most sense when the order of the objectives is dependent on when they are due, but we have several objectives due the same day. What is the secondary ordering method in this case? It looks random to me. These are a few that have confused me: It's obviously not alphabetical, and can't be based on the existence of a playbook. Any other ideas. We would like to have some control over this to keep such a long and intense process as clear as possibly for the client.

    5
    darkknight
    Forum|Forum|4 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Structure for dashboard selection on Gainsight HomeNew Idea

    After a year of using Gainsight CS, the dashboard dropdown list on Gainsight Home is becoming very long. It would be nice if we could structure that list, for example by adding sections that include similar purpose dashboards.

    10
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    Sai Kumar PadalaGainsight Employee ⭐️

    Support styling of arrow buttons (< and >) and close (X) button in a slider engagement at step levelNew Idea

    The buttons &lt;, &gt; and X in the slider engagement by design are not step-level, they are part of the slider.Can we support them to be styled at step-level as a feature enhancement?

    0
    Gainsight Employee ⭐️
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    tejkumarGainsight Employee ⭐️

    Can we support multi-valued fields in Ipass connectors(Example JIRA connector)New Idea

    Can we support multi-valued fields in Ipass connectors(Example JIRA connector).

    4
    Forum|Forum|4 years ago
    romihache
    romihacheVIP ⭐️⭐️⭐️⭐️⭐️

    Ability to create/update templates outside engagementsNew Idea

    Mainly what the title says.Currently to create a template you need to create first an engagement. Would be nice to have a dedicated section to do that without the need to create “temporary” engagements. In that section would be great the ability to tag them, making them more easily accessible for future engagements; currently the only search available is by name.  

    1
    mmarques
    Forum|Forum|4 years ago
    johnnyHelper ⭐️

    Sort all the fields on the Data Management page alphabetically; don't sort on separate page views.New Idea

    I had trouble in finding a field in the Call to action object because I thought ALL of the fields were sorted alphabetically, which is not the case. I had to scroll to the last page to find it:The reason I was led in error was because each page sorts only the fields shown in the bottom right config: In this case ^ I had 25 fields on the first page sorted from A-Z, then another 25 fields on the 2nd page sorted alphabetically and so on. I almost opened a ticket for not being able to find the field in the CTA object, when I checked it in the first page, which looked like this:  Either remove this limitation of 25 fields/page entirely or implement the sorting for all of the existing fields.It’s the first software where I saw sorting happen in this faulty fashion.

    6
    ltsponhour
    Forum|Forum|4 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Default decimal places currently set to 9 for Data Designer and S3 dataset tasks; reduce number of default decimal placesNew Idea

    Data Designer numeric and currency field values automatically set the default number of decimal places to 9. NINE! Please set default number of decimal places to 2, or even better, 0. I heard this also happens in S3 dataset tasks.  

    2
    anirbandutta
    Forum|Forum|4 years ago
    Sivan
    SivanContributor ⭐️⭐️

    Ability to delete private messagesParked

    A good Community knows it's members. An even better Community knows each other. I am delighted to see that members are reaching out to each other, not only for answers, but also for fun. In order to do so, a lot of private messages are being send. Not only our members, but also we as moderators receive and send quite a few of them. We would love to see the possibility to delete private messages, for both moderators as members. Why, you ask? If a member sends a private message with personal information such as an address or bank account number, they sometimes ask us to remove that information after the case has been handled. We can not meet their request. Some members receive unpleasant messages (or spam). They wish to have those messages removed. Removing irrelevant or old messages keeps the Control environment structured and clear for a moderator. The same goes for our members. Lets keep the Community fresh!

    3
    Erik_
    Forum|Forum|4 years ago
    jhoe17
    jhoe17Contributor ⭐️⭐️

    Timeline entries posted to Slack channelsNew Idea

    It would be great to have the ability for timeline entries to be pushed out to Slack channels. We have an internal process where by we keep everyone involved on the customer account updated on customer communications and engagements.  Currently there are two approaches to this by different CSMs.Create timeline entry, send it as email and email it to the Slack channel’s email address so it posts into Slack as an email. Send a Slack message into the channel with meeting notes and use Gainsight Sally to then post it to Timeline. There are too many clicks and required edits to format it into timeline. Also you lose the ability to create CTAs by adopting this approach (I think from memory)Thanks!

    1
    travelton
    Forum|Forum|4 years ago
    jparker
    jparkerContributor ⭐️⭐️⭐️⭐️⭐️

    Predictable behaviour filtering on boolean fieldsNew Idea

    As a Gainsight administrator, when I select “does not equal true” as the filtering criteria for a boolean field in MDA data fetches, I expect this to be evaluate to “does not equal true” rather than “equals false”.If it’s possible for a boolean field to contain null values — which it is — then it should be possible to include/exclude these via filters.Support confirmed that this was expected behaviour and provided a relatively complicated workaround with multiple additional transform steps.My suggestion would be that, if the filter behaviour can’t be changed, Gainsight should enforce a default value on boolean fields so that null values can’t exist.

    8
    anirbandutta
    Forum|Forum|4 years ago
    johntrask_bt
    johntrask_btHelper ⭐️

    Log Customer Emails as Timeline ActivitiesNew Idea

    Hello, I understand that there is a maximum character limit of 33000 for this feature. Would it be possible to either expand that limit (maybe make it configurable per ENV?) or just truncate off the extra when you hit that limit?

    7
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    ecaldwellGainsight Employee ⭐️

    Data Designer :: Picklist Values for String Case Field Return as ID ValuesNew Idea

    On behalf of a customer,          The use case occurs when an Admin wants to use a Picklist/Dropdown on a String Case Field in Data Designer. There is a limitation known by the Product Team, where in Data Designer we are returned ID Values instead of Strings from the Picklist, however in Rules Engine the functionality works as expected.      The documentation states that the functionality should operate the same as it does in Rules Engine. Of course, this is not the case, as we have seen. As the team has stated this is on the Roadmap, it is highly desirable that the enhancement would be released as soon as possible.        Please look into this with priority.     Reference Document: Preparation Details in Data Designer - Gainsight Inc. Regards,Evan 

    0
    Gainsight Employee ⭐️
    Forum|Forum|4 years ago
    rachelhibbardtmo
    rachelhibbardtmoContributor ⭐️⭐️⭐️⭐️

    Make exporting Reports & Dashboards BetterNew Idea

    There are several options for sharing reports/dashboards in Gainsight, but none of them are stellar:Download dashboard as PDF This is a literal PDF of your screen basicallyShare dashboard as PPT Creates slides with literal screenshots of each report &amp; widgetShare dashboard as Link This is okay internally, but working out the kinks for external sharing since it removes custom filters you appliedDownload report data Exports data into table saved as an Excel sheetDownload report image Saves literal screenshot of report Our company’s recommended approach is do-it-yourself screenshot magic: Find your report Make it full screen Take screenshot Save screenshot Share screenshot  The native export/share functionality in Gainsight should be good enough to not warrant the do-it-yourself screenshot magic approach. The issue with the literalness of the PDF and images is that it can cut off data, the legend, labels, etc.

    1
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    AbidGainsight Employee ⭐️

    Association of relationships of different types while logging a timeline activity.New Idea

    Hi Team, Current behaviour: With current behaviour we cannot associate relationships of different types while logging a timeline activity.Document Link: Log Activities to Timelinehttps://share.getcloudapp.com/llu62mYvRequirement: Customer is expecting the ability to associate relationships of different types.Can we please check on this requirement and get it into product.FYI : @rachana shastry 

    4
    abeck0625
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    Brianna GoodrumGainsight Employee ⭐️

    Add Time-Based Goals for PXNew Idea

    A useful feature I would like to pitch for PX is to add a time-based goal widget to track progress toward a goal/metric over time. This is something that is done by Pendo and would be useful to our PX users as well.  

    1
    Forum|Forum|4 years ago
    josh_grigone
    Gainsight Employee ⭐️
    josh_grigoneGainsight Employee ⭐️

    Add labels to pie chart visualizationDiscovery

    Team, Whenever we have a report visualized in a pie chart, we are unable to add a label or a title to the graph to indicate the actual data being shown. When in the report builder, this is OK as we can see what fields are being shown within the report, but when adding to a dashboard or embedding within a C360 section, we are only left with the title of the report. It would be nice if we had a chart option to label the chart (or each chart if we are showing more than one pie chart) so that end users fully understand the data being presented. Thanks! Josh

    3
    gunjanm
    Forum|Forum|4 years ago
    nate_newbykewContributor ⭐️⭐️⭐️

    Enhance Concat formula to allow other field typesNew Idea

    We populate some of our Timeline entries' fields into sections of the CS360 page so that users with Shared 360 access and those not wanting to dig through the weeds can easily see the most important updates. It would be helpful to pull the Activity Date into&nbsp;the front (or back) of those updates so that the users could know when the entry was posted. Currently, the Concat formula in the Transformation task type only allows for String fields and I'm not seeing a way to convert a date or numeric field so that it would be able to be entered there. Thanks!

    15
    rakesh
    Forum|Forum|4 years ago
    Laura D.Contributor ⭐️⭐️⭐️

    Voting on an idea automatically subscribes user to ideaReleased

    Hi!In reading this other idea I learned that voting on an idea doesn’t subscribe the voter to the idea. I was quite surprised by this as I’d figured this was how the system worked. I recently had an experience where I posted what I expected would be a received update on an idea. Only 2 of the 14 voters engaged with the update, which included questions. I’m guessing now it’s because I mentioned the 2 of them by name and they got the notification from my update. I know for certain a number of other voters on that idea have been active in the Community since my update. Why is this a concern? One of the major benefits of a Community style feedback system is to be able to communicate in a 1:many fashion and avoiding chasing people down. For this to work, users must be engaged with the discussion and get updates about new contributions. Many users see feedback, and if they don’t have something to add to the conversation, they’ll simply vote and carry on, not realizing they need to do something else to get updates. If the alternative is mentioning people to ensure they see the update, that has me quite worried about the ideas we have with 50+ votes, there’s no way we can mention everyone on those. 

    9
    Forum|Forum|4 years ago
    gunjanm
    gunjanmExpert ⭐️

    Consistent Reporting Experience for Summary FieldNew Idea

    Talking about the toggle on the 360 Summary section for “Summary” which enables a rich text area field right in the Summary.It seems the field on Relationship is called "Comments", instead of "Summary" as it is on Company. Why the inconsistency?

    0
    gunjanm
    Forum|Forum|4 years ago
    TMaier
    TMaierHelper ⭐️

    Put a Run Now Button on the Execution History PageNew Idea

    As a matter of convenience, it would be fantastic to see a “Run Now” button on the Execution History page in Rules Engine. I’m often in the info screen looking around and reviewing results, and triggering a manual execution means I have to close that window to go back to the main screen, run the rule, and then reopen the window to monitor the execution-in-progress so I can download the results. The button should open the same pop-up that the usual process does. See my extremely professional mock-up below…  

    3
    davebrown2242
    Forum|Forum|4 years ago
    darkknight
    darkknightExpert ⭐️

    5.2 Release - need ability to hide the Community and Support links on the GS search barNew Idea

    We need the abilty to restrict the Community and Support links that exist on the GS search bar to ONLY Gainsight users with Gainsight Admin access permissions. We do not want our end users opening support tickets with Gainsight directly (believe me, Gainsight does not want this either) or logging ideas/problems to the Gainsight community. &nbsp;The ideas posted to the community from Red Hat need to be managed/throttled through our operations/administration team to ensure they are inline with our internal roadmap. This to me feels like a pretty big item from an operational perspective. &nbsp;How quickly can this get rectified?

    12
    anirbandutta
    Forum|Forum|4 years ago
    nadav_shemtov
    nadav_shemtovContributor ⭐️⭐️⭐️⭐️⭐️

    Ability to customize layout of objectives per different typesNew Idea

    Currently, all Objectives in Gainsight have the same layout. If I want to creat custom layouts that apply to only specific types of objectives (e.g. specific objective category or specific success plan type) - I can't do it today.&nbsp; This limits the ability of adding fields and customizing layouts for different use cases for success plans.&nbsp; Is this a planned enhancement?&nbsp;&nbsp;

    15
    andr_raposo
    Forum|Forum|4 years ago

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