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    6164 Ideas

    sydney.bennett
    sydney.bennettContributor ⭐️⭐️

    Add 'Resizable' Option to Embedded KC BotsOpen

    Currently, the option to make KC Bots ‘Resizable’ (shown below) is only available for the KC Bots that use the PX Widget. We do not use the widget, our KC bots are embedded in our UI but we could really use the “resizable” functionality still. I think this would be a very important enhancement to the KC Bot.  

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

    Filtering on Picklist values in RulesNew Idea

    This is a carryover from https://community.gainsight.com/cs-ideas-21/rule-results-different-from-preview-data-30237 which is related, but not exactly the same.  Felt this warranted its own post (and I couldn’t find one already out there) When comparing a source SFDC picklist to an GS dropdown list in Rules Engine filters, equivalency is not correctly established because the SFDC picklist renders as the actual value but the GS dropdown renders as the GSID.  This results in erroneous filtering. One (of several) use case: since Gainsight doesn’t have a native way of keeping Contacts in sync with Person records (in the reverse direction) we have a rule that pulls changes to Person records and syncs them back to Salesforce.  And I only want them to update the Contact if the values on the Person record differ from the Contact record. We have 5 picklists on the SF object - 2 of them map to Dropdown lists in GS and the other 3 map to strings - that we need to keep in sync.   Trying to compare the values between the 5 fields in both locations isn’t possible in either dataset filters or action filters. The suggestion (from the previously referenced post) was to create a pseudo-string field using the Case Expression formula in the Transformation task.  While this (mostly) works, it’s very cumbersome. For my example, I end up having to create SEVEN virtual fields (4 for the SF Picklist → GS Dropdown fields - because BOTH sides have to be a string - and 3 for the SF Picklist -> GSString fields - because the target fields are already strings) While this would work, the Case Expression is limited to 10 fields, and one of my picklist has 14 options - so I’m kinda screwed on that one. Some folks may say “Just have the CSMs update the Contact record” - but we have security restrictions on the Contact record - also it kind of defeats the purpose of having Gainsight be the one-stop shop.  This is a sizeable gap that causes frustrating administrative pains - hoping it can get prioritized. FYI @rakesh @phani_kumar @HollySimmons 

    16
    darkknight
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    srinivas myakalaGainsight Employee ⭐️

    Ability to apply CSS to badge tooltip through the CSS settings of the engagement.New Idea

    Currently, we cannot apply CSS to the badge tooltip from the CSS panel of the engagement. We are having to apply inline styles for elements in badge tooltip which can be inconvenient at times.https://share.getcloudapp.com/WnukExgRIt would be great if we could apply CSS to badge tooltip from engagement CSS settings.

    3
    Forum|Forum|4 years ago
    joseph_siudzinski
    joseph_siudzinskiHelper ⭐️

    Make Customer Contacts the owner of tasksParked

    I'm not sure how technically feasible this is, or if there is a practical application of it, but thought I would throw it out on community to see.  I was onsite last week at NewVoiceMedia and they mentioned it would be great to have the ability to log assign tasks within a playbook to the customer. I mentioned we could create a dummy internal user that holds all "customer activities" for now. However, it got me thinking if it would be useful to also be able to assign tasks (maybe either follow ups in timeline, or tasks within success plans for large initiatives), that the customer owns and then could actually interact with.  We'd have to somehow be able to assign a task to either a contact or user in the same task, which Im not sure is even possible (Maybe with Native??). But as we talk about more external sharing like success plans, it would be cool if the customer could interact with that success plan link and update/close the tasks that are assigned to them. 

    5
    Forum|Forum|4 years ago
    deryamercannContributor ⭐️

    Success Plan Template Label in Report BuilderNew Idea

    Adding labels to success plan templates for example “Mobile App Onboarding Success Plan Template” would be very useful for filtering and enhanced reporting.According to labels, triggering the multiple success plan templates via using custom rules in Gainsight would be possible

    2
    Forum|Forum|4 years ago
    Gainsight Employee ⭐️
    ecaldwellGainsight Employee ⭐️

    Gainsight NXT Custom Widget in SFDC :: Allow Full Section CustomizationNew Idea

    On behalf of a customer,     When implementing the Gainsight NXT Custom Widget in SFDC, Admins only have the ability to show all of the sections, or one of the sections. For use cases where X number of sections is desired, so as to eliminate redundant information on a particular object in SFDC, Admins must configure extra layouts in Salesforce and/or Gainsight.     It would be highly desirable if Admins were able have complete control over which sections they wish to display in the Gainsight NXT Custom Widget, by being able to pass multiple values to the “sectionName” attribute.      Please look into this with priority.Document: Configure Gainsight NXT Custom Widgets - Gainsight Inc. 

    1
    Kaffersan
    Forum|Forum|4 years ago
    gunjanm
    gunjanmExpert ⭐️

    Success Plan Active Date-Based Due DatesOpen

    Hi folks, I would love to see some functionality supporting the assignment of objective category templates and associated playbook dates being related to the Success Plan active date, rather than the date that the template was assigned (which in our case is when the SP is created, and the status is still in Draft). Our use case for this particular idea is related to Onboarding Success Plans.Since the launch date of the customer (i.e. the SP Active Date) can be several days after the SP creation date (typically the day after the new opp close date), it is quite tedious to manually change the objective due dates, or to suggest to the onboarding team to assign the template themselves, especially since some of the objectives and associated playbooks begin to take place prior to the launch date. 

    12
    Forum|Forum|4 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Clone Dashboard in Horizon UINew Idea

    We want to iterate on a dashboard and not have the changes live until we have communicated to our CSMs, however there is not a “draft” state for dashboard builder. Another option would be to clone a dashboard with the global filters so I can update a cloned version and then switch out when we are ready for the updated version. Otherwise iterating on a dashboard is very clunky and time consuming for an Admin. If I want to update in the background right now, I have to recreate the whole dashboard from scratch

    5
    Azad
    Forum|Forum|4 years ago
    Jitesh
    Gainsight Employee ⭐️
    JiteshGainsight Employee ⭐️

    Need to remove Analyze option in Gainsight 360 Usage reports.Development

    Hi Team,Posting behalf of one customer,Request to remove the analyze button inside our Gainsight 360 reports when we drill down any data. Since it leads to another page with an external API failure error. 

    1
    Azad
    Forum|Forum|4 years ago
    amanda.wachendorfContributor ⭐️⭐️

    Tasks display in drop down for Horizon viewReleased

    With the recent move to no long display tasks in a drop down below the CTA, our CSMs are now more challenged in editing and tracking tasks. This is for a couple of reasons: This now adds additional clicks. Previously, we could select the task drop down and within the cockpit view easily see all tasks and due dates associated with that CTA. Adding extra clicks and burying tasks into a tab forces CMSs to take extra steps to see that information. Editing the due date of the CTA can inadvertently cause the CSM to edit the due date on tasks because they can no longer see tasks and CTAs at the same time. The experience now looks like this (editing the “test” CTA, which has 3 test tasks within it): Click on CTA due date from within the cock pit:  Select new due date and am prompted whether or not I want to change the due date of all Tasks. However, I cannot know this because I cannot see the tasks:  I can also edit the date from the details view. I click on the CTA to bring up details view. and then select a new due date:  I am asked if I want to edit the task due dates, yet still cannot see the tasks or their due dates:  

    18
    bradley
    Forum|Forum|4 years ago
    tony_tao
    tony_taoContributor ⭐️⭐️⭐️⭐️⭐️

    Is it possible to export dashboards as PDF?New Idea

    Is it possible to export dashboards as PDF?  If so, how and/or is there somewhere I can enable this? 

    11
    Forum|Forum|4 years ago
    Omer_BirgerContributor ⭐️

    Formatting Capabilities within Timeline Activity NotesNew Idea

    Hi Team, Currently when logging activity in an accounts timeline, the only formatting that can be applied to text is making the text bold, italicized, or underline. Some of the activities we log require us to highlight specific content to the customer.  The ask is that the product team implement the ability to highlight text, as well as change the text color. This makes life much easier when we leverage the “Share Via Email” functionality. Please let me know if you’d like a screenshot/visual example of what we are looking for. Thank you in advance!!

    0
    Forum|Forum|4 years ago
    WayneExpert ⭐️

    Product Enhancement: Improve Admin Report Popup Description box UINew Idea

    This is a minor thing but something I come across X times a day. When I go to build a new report I go to select my object. However, I am navigatoing my mouse from the bottom up. Which means the second I hover on the object below the object I am looking to select the description box pops up. Can we have the description box just auto pop up to the right instead of next to the mouse? In this screenshot I am trying to select relationship object but can’t because of that damn hover pop up box!   Just make the pop up box pull up to the right of the drop down element in that dead space!  Thanks!

    0
    Forum|Forum|4 years ago
    broghanzwack
    broghanzwackContributor ⭐️⭐️⭐️⭐️⭐️

    Apply global filters to Query Builder and Funnel dashboard widgetsNew Idea

    Background: Users often build complex custom dashboards that are a mix of OOTB widgets and saved reports. Including these saved reports as widgets allows users to present deep, targeted insights around specific topics. Global dashboard filters allow for even more targeting, especially when used in combination with saved filters that indicate things like onboarding users, personas, trial users, etc. Problem: When a user applies a global filter to a dashboard, it does not impact Query Builder or Funnel dashboard widgets. This results in two issues: Showing filtered widgets next to unfiltered QB or Funnel reports creates a confusing experience; if the user isn’t paying attention, they may believe that the embedded reports are filtered as expected, leading to incorrect conclusions.  In order to solve issue 1, a user might create a copy of both the source report and dashboard for each global filter they want to apply. You can see how this could get very time-consuming (and disorganized) if a customer wants to understand the same set of metrics for 6 different personas. Request: Apply global dashboard filters to Query Builder and Funnel dashboard widgets

    3
    Forum|Forum|4 years ago
    bradley
    bradleyExpert ⭐️

    Email Logs to Email Log v2 EquivalencyNew Idea

    Incoming wall of text - Email Assist 2.0 (formerly known as Email from Anywhere) starts a countdown on the life of the MDA object Email Logs. Meaning, asset/process referencing that object will need to point to Email Log v2. This post has a couple of requests for Gainsight @anirbandutta or @Cornelia some help getting this to the right people please :)). Below is a table of what I have mapped so far. While most of the fields are pretty self explanatory, I thought it would be helpful to map the fields from one object to their equivalent in the other, for easier reference. Note that I’m not 100% on all of these. My requests to Gainsight are:Can someone from Gainsight validate/correct the below table? If in the meantime anyone from the community wants to contribute with a confirmation, correction or addition please feel free to do so and I will make updates when I can. When a new object is made that duplicates some or all of an existing object, can this type of table me made published and available externally so that we don’t have to trial and error this ourselves? Bonus: When new objects are released, give us information on the fields, values and purpose of them. This helps admin veterans and new admins alike from having to do things like this ourselves:      Original Field in Email Logs MDA object Equivalent Field in Email Log v2 Object GS Lookup (if applicable) or Possible match       Account Id External Company Id   Account Name n/a   Address Type Address Type   Associated Field     Associated Object     Associated Value     Batch Id Source Id   Batch Name Source Name   Case Insensitive Email Address Email in Lower Case   Click Count Link Clicked Count   Clicked n/a   Clicked IP n/a   Clicked On Link Click Date   Clicked Url Link Clicked Json   Company Id Company Id Company :: GSID Company Name Company ID>Name   Contact Id External Company Person Id   Created Date Created Date   Delayed n/a   Delayed On n/a   Email Address Email Id   Event Message Bounced Reason   Execution Instance Id n/a   External Email ID n/a   GS Relationship ID Relationship Id Relationship :: GSID GS Relationship Person Id Relationship Person ID Relationship Person :: GSID GS Relationship Type ID Relationship Type Id Relationship Type :: GSID GS User Id User Id User :: GSID Hard Bounce On replaced by bounced date   Hard Bounced replaced by bounced/bounce type   Id Recipient Id   Marked Spam Spam   Marked Spam On Spam Marked Date   Metadata n/a   Open Count Number of Opens   Opened Opened   Opened IP n/a   Opened On First Opened Date   Parent GsId Parent Recipient Id   Person Id Person Id Person :: GSID Person Name Name   Person Type Person Type   Reference Object Name n/a   Rejected Rejected   Rejected On Rejected Date   Relationship Contact ID Replaced by GS field in Email Logs External Relationship Person Id Relationship Contact Name Replaced by GS field in Email Logs   Relationship ID Replaced by GS field in Email Logs External Relationship Id Relationship Name Replaced by GS field in Email Logs   Relationship Type ID Replaced by GS field in Email Logs External Relationship Type Id Relationship Type Name Replaced by GS field in Email Logs   Sent Sent   Soft Bounce On replaced by bounced date   Soft Bounced replaced by bounced/bounce type   Template Id Email Template Id   Template Name Email Template Name   Triggered Date Triggered Date   Triggered On duplicate of triggered date   Unsubscribed Unsubscribed   Unsubscribed On Unsubscribed Date   Use Case Source   User Id duplicate field to User lookup   User Name User>Name   Variant Id Email Template Version Id   Variant Name Email Template Version Name     Bounce Type     Bounced     Bounced Date     Modified Date     Sent Date     Email Group Id     From Email Id     From Name     GroupEmail     GSID     Latest Open Date     Reply-to Email Id     Reply-to Name     Fields from Email Log v2 I haven’t matched yet Category Ids   Company Person Id Company Person :: GSID Email Content Id   External User Id   Page Id   Record External Id   Record External Name   Record Id   Request Id    Thanks!

    18
    ssamarth
    Forum|Forum|4 years ago
    chriscuss_unity
    chriscuss_unityContributor ⭐️⭐️

    Select recipients from a list when sending emails via Email AssistNew Idea

    Description: When you're sending an email as part of a CTA using the Email Assist feature, the ''To'' field is not prepopulated. You have to actually remember the recipient's names/emails and manually type them in. It would be useful for a list of the Org's End Users to appear and for us to have the ability to select the End Users that should be recipients of the email. Why this causes issues is that you need to close Email Assist, go look for the recipients' names & emails and then go back to Email Assist and manually start typing them in. Current Behaviour: No recipients are populated and not list is offered. You need to manually enter the first few letters of an End User's name or email for a list of ''Suggested End Users'' to appear. Desired Behaviour: A list of the Org's End Users should appear and allow us to select the desired recipients. Alternatively, the ''To'' field should be pre-populated with the Org Owner(s) if part of a Playbook CTA task.  Screenshots: Similar/Related Community Posts: Auto populate the recipient of an "email task" email

    3
    ssamarth
    Forum|Forum|4 years ago
    Molly.McQ
    Molly.McQHelper ⭐️

    Enable Add Columns and surface additional data in PX Engagement Performance (In App Performance)New Idea

    Currently, when viewing Engagement Performance in PX (Analytics > Engagements > In App Performance), the column data is limited, and although there is additional data surfaced when we export to CSV, we are not able to add any columns/data in PX for quick insights into key data points, like view date.PX Engagement Performance displays the count of views, completions, clicks, and visits, along with the user’s name, email, account name, inferred city, and inferred country. Yet, we have no visibility of when the user even viewed the engagement until we Export CSV to reference Latest View, a time date field that is limited to the last view. When a single user views an engagement multiple times, which often happens at our org, we are currently only able to see the Latest View; we have no insight into the initial/previous view dates/times.Furthermore, we have no data in the Engagement Performance or associated csv related to the date/time the engagement was completed or clicked (CTA). This is important information that helps us better understand our users and their behavior, but like the initial/previous view data mentioned above, this data is missing.Overall, there is critical data not currently captured here that should be. Also, users must export/navigate elsewhere to view related data that could be surfaced directly in the PX Engagement Performance for a more efficient and user-friendly experience.This request has 2 parts:Add the following fields to the Engagement Performance/Export CSV data: - a. First/Initial View (date time) - b. Completed Date (date time) - c. Click Date (date time) Allow users to Add Columns to view in PX Engagement Performance to select and pull in additional data as desired manually (reference functionality in CS: Cockpit). For example, suppose the above fields were added but not displayed by default. In that case, these could be displayed in the Engagement Performance by simply adding the field as an additional column via Add Columns.

    0
    Molly.McQ
    Forum|Forum|4 years ago
    swen
    swenContributor ⭐️⭐️⭐️

    Save a filter for tasksReleased

    We would like to set filters for activities and save them. i.e. how many activities type QBR are planned for the next 60 days…     Is there any possibility to get a save button or to get a report …?

    5
    mpatra
    Forum|Forum|4 years ago
    CurtisValentine
    CurtisValentineHelper ⭐️

    Ability to View Data Designer Execution History like Rules CanReleased

    When building Data Designs, it is hard to tell where in the build an Error occurred. It would be very helpful to have the same Execution History as Rules. The current Data Designer Execution History does not allow us to dive into the Query results. Those are needed to tell whether the data is correct for that step. The logs provided today aren’t very helpful unless a failure occurred. It does not help when no failure occurred but there is an issue with the data. 

    7
    anirbandutta
    Forum|Forum|4 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    "Most Liked" Filter in Community CategoriesNew Idea

    We have recently active, most replies, and most views… but as a solid knowledge base of answered questions build, it’d be great to filter by “Most Helpful.”Use cases: Q&A forums, building FAQ lists, another way to feature/highlight top content without using widgets, etcHow:Use the Likes data that is already exposed on the front and back end. The data is there. Order posts in the category by those with the highest total of likes on the original question/topic. Build it as a filter option like the others in the forum (listed above)Benefits: Helps users identify most popular topics Incentivizes users to contribute by using likes

    5
    adam.ballhaussen
    Forum|Forum|4 years ago
    katerina_nemcova
    katerina_nemcovaHelper ⭐️

    Assign multiple contacts to a CTANew Idea

    In our org we are tracking specific 90 days plans for every new product user who enters the onboarding phase. We have CTAs created with playbooks assigned every time a new user enters this phase and these CTAs go to our CSMs/training team to complete. But rather than flagging one CTA per one new user - some customers will have multiple new users added at the same time and the onboarding steps are the same across all users, is there a way I can assign multiple users to one CTA in the rule set up? I know i can do this manually in the actual CTA via "Associated Contact" but can this be set up in the CTA?I tried to find some info on the "Associated Contact" field in rules - Action - CTA set up but haven’t been able to find anything (probably looking in the wrong place) Thanks in advance Katerina

    6
    rishi
    Forum|Forum|4 years ago
    nurah_muhamad
    nurah_muhamadContributor ⭐️

    Deleting Timeline ActivitiesReleased

    How do I delete a timeline activity? I can't change the type of activity once I've logged it either.

    49
    anirbandutta
    Forum|Forum|4 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Add "Copy" capability to contact phone number just like contact email has on C360New Idea

    See image above. The copy icon on the right is available when hovering over a contact’s email address. We also pull in contact primary phone number, and our team uses a VOIP system for contacting customers. A copy button for phone numbers would increase efficiency when calling customers.

    6
    Shilpa Gumnur
    Forum|Forum|4 years ago
    darkknight
    darkknightExpert ⭐️

    R360: Change color scheme/background so it's obvious you're looking at a RelationshipNew Idea

    This may seem trivial, but the CS360 and the R360 look so similar that sometimes it's easy to get confused for a minute as to which page you are on, especially when flipping back and forth between pages (i.e. during training).  Would be a helpful addition to change the background color on R360 so you immediately know if you're on a Customer or a Relationship page.

    3
    perry_rogers_10158d
    Forum|Forum|4 years ago
    ellenoangieslistcom
    ellenoangieslistcomContributor ⭐️⭐️⭐️⭐️⭐️

    Reassign Success Plan OwnerNew Idea

    I am able to reassign CTAs and Tasks via the Mass Edit function in Cockpit configuration, but am I able to reassign Success Plans?  For now, I will do so via the dataloader, but was wondering if there was a way to reassign via Mass Edit. 

    14
    andreammelde
    Forum|Forum|4 years ago

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