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    6165 Ideas

    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
    alextran
    alextranHelper ⭐️⭐️

    Knowledge Bot LocalizationReleased

    Posting on behalf of Trimble MEP (PX customer):    Product Request: Language localization for Knowledge Center Bot   Business Case:    As a global company, it’s crucial to target customers with their respective language in order to properly onboard and train them. If the language is not localized: Some users may get confused and not know how to submit feedback. It looks like we were ignoring the language of our customers, when in fact there's nothing we can do about it. There's some sensitivity with customers around the world about the dominance of English. cc @angelo @mickey 

    5
    aharkut
    Forum|Forum|4 years ago
    anirbandutta
    anirbanduttaExpert ⭐️

    A more organized Community HeaderReleased

    The top navigation today groups both Community and other Gainsight links (like corp. homepage, Support, etc) together.It would be nice to group all ‘Community’ items together and the ones that go away from the Community, separately… like the screenshot above so that the nav experience is predictable and consistent.

    5
    anirbandutta
    Forum|Forum|4 years ago
    lpiconeHelper ⭐️⭐️

    Knowledgebot - helpfulness of available contentNew Idea

    Because we are now able to keep the users within our website we are not able to utilize the helpdocs user feedback rating functionality to get feedback on the value of the content of the articles: Was this article helpful?Yes! Somewhat. Not Really…Does Gainsight have the capability or are you considering adding similar rating functionality within the KB?

    1
    mmarques
    Forum|Forum|4 years ago
    melissa_terrell
    melissa_terrellHelper ⭐️

    Tagging timeline activitiesNew Idea

    Our team would like the ability to tag Timeline activities in order to sort/segment easier.  For example, for meetings, they would like to tag with "on-site" or "remote".   Another use case is using tags to surface very important activities such as a phone call with a high ranking executive.  A tag of "Exec" would allow for easier sorting but the CSM and their Directors.   I anticipate heavy use of this feature and the ability to tag for easier sorting of key activities would be lovely! 

    10
    Forum|Forum|4 years ago
    abeck0625
    abeck0625Contributor ⭐️⭐️⭐️⭐️

    Enable Users with Email Template Design access to send testsNew Idea

    Full license users with the permission to design Email Templates are unable to send a test email to themselves.Once they click on 'SEND TEST' in the top right corner, they get an error message (attached). According to Support, this is expected behavior. This doesn't sound logical to me, why shouldn't they be able to send a test if they are able to design Templates?I’d love to see this enabled within the Design permission, so users who are able to set up templates can also send it to themselves to test. 

    0
    abeck0625
    Forum|Forum|4 years ago
    JayS
    JaySHelper ⭐️

    Link to an Integrated Article from an engagement or articleNew Idea

    I would like to be able to link to an integrated article from a tooltip/dialog in an engagement step-through. It would be great if I could link to a specific Integrated Article directly from the engagement. Along the same lines, it would be great to link to a “recommended next” article from an article.I know I can link to an external URL, but I can’t find a link to use that would open a specific integrated article for the user.Previously, I asked this as a question, but had no responses: 

    1
    Gainsight2022
    Forum|Forum|4 years ago
    Daniele Cmty
    Daniele CmtyHelper ⭐️⭐️

    Analytics > Date range. Last week to start on a Monday, not sundayNew Idea

    Hi, as the title stateswhen i select “last week”, it selects the previous sunday to saturday. But Our weeks start on Monday until Sunday. Is there a way to change that setting? Best,DanieleP.S. I see that @Silviu is doing some research on the topic: 

    4
    olimarrio
    Forum|Forum|4 years ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Configure self lookup in new data managementNew Idea

    It seems like the new Data Management no longer supports configuration of self lookups. This blocks a use case we have configured for 1 product and would like to also configure for our other products.Use caseWhen reporting on usage data (brought in via S3 bucket), we would like to show the parent feature of features (to see (part of) the feature hierarchy). Therefore, the Feature Object contains a field 'parentfeatureid' that should look up to 'id' on the Feature Object itself.

    0
    Jef Vanlaer
    Forum|Forum|4 years ago
    kstim
    kstimHelper ⭐️⭐️

    CSAT Scores in Report BuilderNew Idea

    Is there a way in the Report Builder (or elsewhere) to make a CSAT score not appear as 0 if a client doesn’t have one? The 0 can be misleading as it could lead us to believe that the client has a CSAT score of 0 when in reality they simply don’t have one. Thanks!--- 

    2
    benwanlessmenlo
    Forum|Forum|4 years ago
    bradley
    bradleyExpert ⭐️

    Allow Admins to Curate Reports for Email Tokens for End-UsersNew Idea

    Recently (as of this writing), Report Template token support for reports was added to Email Assist 2.0. Admins have the ability to add a report token into an email, allowing end-users to email off a report in ad-hoc emails. The Problem:If the Email Configuration setting is toggled on as below: Users have the ability to add any report out of Gainsight and send it to a customer be it intentionally or on accident send one a customer should not see. The end-user also has a backdoor into seeing other reports they should not otherwise have access to, or remove filters that would show them information otherwise restricted to them. Reports today can only really be permission controlled by virtue of the permissions set by the dashboard they are placed on (either with sharing groups or individually). But now, if a report is locked behind permissions on a specific dashboard, a CSM who wouldn’t otherwise have access can now add that report to an email and view or send it. I have confirmed with Gainsight that all reports can indeed be accessed via the token, and I have tested this with a non-super user as well in our Sandbox. While you can toggle the token mapping off, that is only a partial solution. Toggling that off means you lose the ability to remap any other token as well. The ask: Similar to the subject line - can we give admins the ability to curate what is available to be used in an Email report token and by who? The bottom line is that we need more control on what reports can be seen/accessed by who. Gating them behind Dashboards is no longer viable. For example, for a report to be used by Gainsight Sally, you have to mark it as a Quick Insight. This doesn’t allow granularity to restrict reports for different users, but it at least gives admins the ability to opt reports in to that feature.  

    0
    bradley
    Forum|Forum|4 years ago
    mbonnellContributor ⭐️⭐️⭐️

    Bug in Content DashboardReleased

    There is an text overflow bug when viewing the content dashboard.  

    3
    Aleksandra
    Forum|Forum|4 years ago
    jenlpro
    jenlproHelper ⭐️

    Auto-apply Playbook to CTA based on the value selected in a picklist field.New Idea

    I’d like to have the ability using Rules Engine to automatically apply a specific playbook to a CTA when a picklist field on that CTA has a specific field selected. For example, on our CTAs where Type = Objective. After this objective is created, our CSMs may choose that the Services Type field is “Accessibility Mission” and the “Accessibility Mission Type” is “Audit & UX Recommendations”. Once this Accessibility Mission Type is selected, I want our Accessibility Audit playbook to auto-apply to the CTA to add tasks that are specific to this mission type.

    1
    Forum|Forum|4 years ago
    logan_t
    logan_tContributor ⭐️⭐️⭐️

    Aggregating in the Drill Down View in ReportingDiscovery

    Hey Team! It's come to the attention of Support that some of our Customers are looking for added functionality to the report builder. To be exact, our customers would like the ability to adjust the values and [i]aggregation on the "drill down" report shown when clicking on the data points shown in visualized reports.  Currently, if you were to apply aggregation to a field in the "Show Me" section, this aggregation is not visible in the drill down view. Instead, you see a tabular report that shows granular data pre-aggregation.  Perhaps the ability to have the drill down report show the same aggregated data as in the the current report pre-visualization would be helpful! even having this as an option would be greatly appreciated! Thanks for the assistance! Take care, Logan Thome

    8
    Forum|Forum|4 years ago
    Molly.McQ
    Molly.McQHelper ⭐️

    Display all activities in Add Activity dropdownOpen

    When selecting to Add Activity, it would be helpful to display the full list of activity types. Although users can scroll through the available activities in this dropdown, the scroll bar is difficult to see for some users, resulting in users not realizing there are additional activity types available for selection. It would be nice to either have the full list of Activity Types displayed via the Add Activity dropdown or to have the scroll bar more prominently displayed. 

    4
    Forum|Forum|4 years ago
    bradley
    bradleyExpert ⭐️

    Activity Associated Records - More Fields for Formula FieldsNew Idea

    Currently, this object does not allow you to pull in fields for formula fields beyond the base object.In other words, fields on the two native lookups and any beyond that are inaccessible.Considering there are only a couple of fields on the base object, this renders formula fields useless. The availability of the fields should also honor your who/whatis ID resolution in the report as well.

    2
    Azad
    Forum|Forum|4 years ago
    darkknight
    darkknightExpert ⭐️

    Timeline: Ability to create and/or add a new Company Person when adding External AttendeesNew Idea

    A CSM suggested having the ability to create/add a Company Person that doesn’t already exist on the Company record when adding External Attendees, similar to how SF can do it from a Contact field on a record.Gainsight    Salesforce 

    0
    darkknight
    Forum|Forum|4 years ago
    gunjanm
    gunjanmExpert ⭐️

    Notification settings for GS HomeNew Idea

    Limiting Gainsight Home update notifications to app-only instead of allowing Email and Slack updates seems like a very big design miss. There are enough frustrations from us admins as it is with the lack of ability to force push an update or reset users’ Home personalizations. Limiting their alert options for when they get notified of an update makes this pain even harder. What is even worse is that the Email and Slack options are not greyed out. It is just not clickable. So it feels like something is broken at first.  

    1
    ssamarth
    Forum|Forum|4 years ago
    kmalkContributor ⭐️⭐️

    Email notification opt out for email engagements sendingNew Idea

    We recently launched a series of onboarding emails for our app, which send around 20 customized emails per day, each custom-designed and targeted to reach our customers based on usage of our app. However, right now, I receive an email notification about every single time an engagement sends, and there is no way to turn this off. It’s very annoying. While I didn’t want to do it because I love getting the weekly digest emails on our app, I unsubscribed from all Gainsight emails to hopefully solve this problem. Please create a way to turn off email notifications for email engagements so I can re-subscribe to the email notifications I would like to receive. Thanks in advance for considering this.

    3
    ssamarth
    Forum|Forum|4 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Bring back the ability to edit field types in Data ManagementNew Idea

    Prior to data management being “horizon-ized,” we were able to edit field types in data management as long as there were no dependencies on that field - i.e. if I was setting up an object and accidentally saved a field as a number instead of a string, I could easily go back and change it as long as I hadn’t sourced that object yet in reports, rules, etc.  Now, though, that ability to edit has annoyingly disappeared. My use case is that I used a CSV to set up an object because it had about 30 fields. So Gainsight guesses what my field types are, and it’s up to me to fix them as needed. I accidentally saved too early though and was unable to edit about 5 fields that were wrongly classified. My only options were to delete each individual field and re-add them one-by-one or just delete the entire object and re-load the CSV. Both options are a poor user experience, and, more importantly, are a step backward from what we used to be able to do. Please consider bringing this functionality back.

    5
    heather_hansen
    Forum|Forum|4 years ago
    manmeet_dosanjh
    manmeet_dosanjhHelper ⭐️

    It would be great to be able to reorder (and/or delete) the tabs in the CTA Detail View LayoutNew Idea

    Not sure if this is possible or not, couldn't figure out a way to do it or find any documentation that said otherwise.  But, it would be great if we could have more control on customizing the CTA Detail View in Cockpit. Currently, the default setting has 'Timeline', 'Customer', and 'Call to Action' tabs with any additional tabs having to be selected by clicking on the drop-down from the number. Since we don't use the 'Customer' tab for anything it is kind of pointless having that show up as one of the 3 default tabs while we have extra-clicks just to get to the 'Opportunity' tab. If we could rearrange the order the tabs appear or delete unnecessary ones, that would be great! It would also speed up our CSMs workflow when they manually create a CTA and then have to link an Opportunity. 

    8
    Forum|Forum|4 years ago
    david.laneContributor ⭐️

    View cockpit by tasksReleased

    I want to be able to view Cockpit listed by tasks and due date not by CTA. I.e. I can have a to-do list view of tasks to review on a daily or weekly basis. There doesn’t seem to be a way to do this. Does anyone know how?

    19
    mpatra
    Forum|Forum|4 years ago
    gscribnerContributor ⭐️

    New badge count feature for the Knowledge Center Bot should consider newly added articlesReleased

    I saw that Gainsight recently released a badge count feature for newly added engagements to a knowledge center bot (great feature, thank you!). I’d like to request this new feature be enhanced to use for newly added articles to the knowledge center bot as well.In the meantime, I have turned on the badge count feature and will only be adding engagements to the bot for now, so our users will know when any new content is available. In other words, I will use a dialog engagement to let users know of a new article and provide a link over to it. This experience has the same # of clicks to get to the article, so it’s a win all the way around. 

    5
    aharkut
    Forum|Forum|4 years ago
    mandy.jContributor ⭐️⭐️

    Open KCbot depending on available space around bot badgeReleased

    It would be great to automatically adapt the opening of the KC bot depending on its position on the screen. For example, if the badge bot is on the right of my screen, make sure it opens on the left so that we see it completely. And if someone move the badge bot to the left of the screen, then the KC would open automatically to the right. So far we are limited to one side only  Is it planned to improve this feature soon ? Thanks

    3
    aharkut
    Forum|Forum|4 years ago
    rschlette
    rschletteExpert ⭐️

    Make User Object Inferred Location Fields available on SFDC Integration Push MappingNew Idea

    This customer has a use case that includes pushing User object inferred location fields to SFDC via the Salesforce integration in PX. These fields are not currently available in field mapping.

    1
    Stuart
    Forum|Forum|4 years ago

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