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    Idea Pipeline

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    6166 Ideas

    rashmin
    rashminHelper ⭐️

    Ideas Pipeline View to also change according to chosen Idea FiltersOpen

    We have multiple products and these products are also the filters available on our Ideation page. Currently, when a product filter is chosen, the Ideas list view gets changed according to the chosen filter but the Ideas Pipeline view on top does not reflect those changes.We’re looking to leverage on this Ideation segment for more Product-related initiatives and this feature would help in streamlining those.

    2
    xiaoyu-shen
    Forum|Forum|5 years ago
    peppe
    peppeContributor ⭐️⭐️⭐️⭐️

    Export user activityNew Idea

    It would be great to able to generate a raw export of all events from all users in a given account.For example, if an account has 17 users, I would like to export an aggregate list of the “Recent Activity” in one long list for all 17 users.This would make it easy to do some Excel post-processing to analyze patterns in a given customer context. 

    6
    Forum|Forum|5 years ago
    Drew C.
    Drew C.Helper ⭐️

    Please add reCAPTCHA to user registrationNew Idea

    Since Dec 1, our community has gained 587 new Users Awaiting E-mail Confirmation accounts. 36 of them were created between Dec 1 and Dec 17. The rest showed up rapidly, beginning on Dec 18. Clearly, bots are to blame here. Please add Google's reCAPTCHA to the user registration process (as quickly as is humanly possible 😁). I'll have to open a support ticket to ban or erase all of these accounts in bulk since we don't have that option 😉 Side question, are others here seeing a similar uptick in these stats?

    1
    marissa.piazza
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Gainsight Home - Multiple Scorecard SupportNew Idea

    Haven’t seen this here yet, feel free to delete if it’s captured in another post: I’d like the option to display the health across multiple scorecards or at least, when more than one is present, select the one I want to display (allow me to toggle and tell me which one I’m seeing) in the main GS Home ribbon:  Edit: Evidently this is supported, but not when multiple scoring schemes are being used - Title really should then be “Multiple Scorecard Scheme Support”

    3
    bradley
    Forum|Forum|5 years ago
    Kgastaldo
    KgastaldoHelper ⭐️⭐️⭐️

    Role to Create ArticlesOpen

    Hey Insided - We could really benefit from a role that allowed users to publish articles. They don’t need any other permissions - just the ability to write and edit knowledgebase articles. Ideally, they’d be able to do this from the front end, NOT the moderator console. But if they had mod console rights (because that’s probably an easier change for you - rather than having to add articles as a new content type on the front end), they’d only need access to the content section. 

    8
    Kgastaldo
    Forum|Forum|5 years ago
    dillon_chambers
    dillon_chambersContributor ⭐️⭐️⭐️

    Update Fields from DashboardsDiscovery

    Posting on behalf of BMC - It would be great to be able to update customer information from a Dashboard/Report. This would be particularly useful when needing to make updates across multiple customers. The idea is that instead of having to navigate to the C360 for each individual customer to make updates, a user could edit information across customers via a single report.

    7
    gopal_rao_kallepu
    Forum|Forum|5 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Add the capability to import, update, and manage PX application users and role permissions sets via the PX REST APIDevelopment

    Posting on behalf of several customers… Description:Currently, every PX application user must be created manually and their Role permissions assigned manually too. Additionally, PX does not implement the concept of shared user role permissions sets, so updating user permissions must be complete on a one by one basis.  These shortcomings to managing PX application users can be challenging … even for small sets of users and for minor role permission changes. Feature Requests:Add the ability to create/manage user role permissions sets and assign these quickly to PX application users.  Add the capability to create update, and manage PX application users and roles via a new set of REST API call. Implement a new option in PX Data Loader to import PX application user from a CSV file.    

    4
    skalle
    Forum|Forum|5 years ago
    jlicciardello
    jlicciardelloContributor ⭐️⭐️⭐️⭐️

    Link Timeline Entry to Multiple RelationshipsNew Idea

    We use milestone’s to track major application go-lives in their respective timelines, but sometimes multiple applications go-live at once. Would be good to be able to create just one-timeline entry and link to multiple relationships so that they appear in each (and so there aren’t duplicates at the company level).  

    8
    Forum|Forum|5 years ago
    Jurgen
    JurgenHelper ⭐️

    Enable users to log in with their e-mail addressReleased

    Some people make an account with usernames that need to be changed by the moderator team. Also, a lot of users assume they can log in with their e-mailaddress, which fails. This would fix it and help users whose username has been changed.

    5
    Ebbe
    Forum|Forum|5 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Opt Out Preference Management Stand AlonNew Idea

    It would be super helpful for our CSMs to be able to send a link to a customer to allow them to manage their opt out. We are starting to rely on Journey Orchestrator more and more and if CSMs get a response about wanting to opt out, we want the CSM to be able to direct them to their own opt via a link

    5
    stephanienardone
    Forum|Forum|5 years ago
    Keith M
    Keith MContributor ⭐️⭐️

    JIRA integrationParked

    Is there anyone else that would like to see an integration between InSided and JIRA? Sonos Beta uses JIRA to track all their Bugs, Issues and trends and it would be nice to see these two platforms interact with each other.

    1
    tiffany.oda
    Forum|Forum|5 years ago
    kelly
    kellyHelper ⭐️⭐️⭐️

    Send Email Templates from TimelineNew Idea

    I know you can email timeline entries, and that you can send an email from cockpit, but our CSMs want to be able to send an email template from timeline. Many of the templates we make available to send from cockpit don’t warrant the creation of a CTA but is something they’d likely send based on a timeline entry.  CSMs are more likely to adopt sending email templates if it was possible from timeline.

    8
    Forum|Forum|5 years ago
    EmilContributor ⭐️⭐️⭐️

    Syncing your published Community platform to your staging environmentOpen

    We are recently making big changes to our platform and the way it looks as we are starting to utilise the skills of other teams within the business such as our UX and UI teams to help with the experience community members receive. As part of this myself and our other team have been using the staging environment to trial new things. however, it’s almost impossible to imagine what these changes would look like/how they would work together as the staging environment doesnt look anything like our current platform due to in not being updated the same time the live site was. My idea:My idea is for you guys to build the functionality so you can automatically sync your staging agrea to mimic/copy all of the settings/look and feel of your live site. or to have the ability to select certain settings, content or banners to be copied over to the staging area. I believe this would make it much easier for people who are utilising the staging area 

    5
    Onomatopoeia
    Forum|Forum|5 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow access to lookups when setting permissionsNew Idea

    I recently ran into a use case where I needed to restrict permissions on the GS Opportunity object. Unfortunately, I can’t access any lookup fields when setting permissions. So instead of being able to say “CSM = logged in GSID” like I can do when setting permissions at the Company level, I can only access fields on the GS Opportunity object, which doesn’t seem helpful. Is the answer that I have to add the CSM ID field to the GS Opportunity in order to solve for this use case? Can we please consider allowing at least one level of lookup for cases like this so that I could at least access fields on the Company object in this case (which GS Opportunity looks up to)?

    0
    spencer_engel
    Forum|Forum|5 years ago
    travis_floyd
    travis_floydContributor ⭐️⭐️⭐️⭐️⭐️

    Please add the "CTA Due Date" to the "Next Task Due Date" field for CTAs that have no tasks assigned to them.New Idea

    The addition of the “Next Task Due Date” is a good step toward restoring a sort functionality in the new Horizon Experience Cockpit, but it does not take into account CTAs that have no Tasks.  Currently users have no way to sort ALL of their CTAs and Tasks in the order of a comprehensive due date, losing functionality that existed in the prior Cockpit layout.Effectively, a CTA without TASKS is a Task itself, and the Due Date of the CTA is the NEXT TASK DUE DATE.  Please add this to enable a comprehensive sort order for the cockpit that will include CTAs AND Tasks.

    6
    seth_schroeder
    Forum|Forum|5 years ago
    foster.sean92Contributor ⭐️⭐️

    Adjusting columns on the new cockpit viewNew Idea

    Hey! I was checking out the new view on GS, and noticed that adjusting columns is difficult. You can’t shrink them to the size you want, and you can’t expand columns without having the columns to the right be pushed farther out of view. See video for reference.   

    20
    seth_schroeder
    Forum|Forum|5 years ago
    brandon_0b4157
    brandon_0b4157Contributor ⭐️⭐️

    Customize In-Line Survey Link ColorNew Idea

    Hi, Is it possible to customize the link colors for in-line survey questions in email templates?  When creating the template itself I can do the usual customizations as well as edit the template's html.  At a minimum I would like to be able to edit the colors to match our other branding inside the email (see screenshot).

    5
    cmultanen
    Forum|Forum|5 years ago
    kumaranbcakContributor ⭐️⭐️⭐️⭐️⭐️

    Find String FormulaNew Idea

    Hello Team,  The Find String functionality is a must needed feature. For example, please refer to the below strings. I would like to get the first part of the string from the first letter till "-”.   From “CUSTOMER SUCCESS - CUSTOMER CARE TAM” I would like to extract “CUSTOMER SUCCESS”. From "CUSTOMER SUCCESS MGMT - PSM” I would like to extract “CUSTOMER SUCCESS MGMT”. There is no way to achieve this using the Gainsight String Formulas.  In Excel, we can achieve this by writing a nested formula as below =LEFT("CUSTOMER SUCCESS - CUSTOMER CARE TAM",(FIND("-","CUSTOMER SUCCESS - CUSTOMER CARE TAM")-1))Result will be: CUSTOMER SUCCESS=LEFT("CUSTOMER SUCCESS MGMT - CMM",(FIND("-","CUSTOMER SUCCESS MGMT - CMM")-1))Result will be: CUSTOMER SUCCESS MGMTCUSTOMER SUCCESS - CUSTOMER CARE TAM   CUSTOMER SUCCESS - CUSTOMER CARE CLOUD   CUSTOMER SUCCESS - RENEWAL MANAGEMENT   CUSTOMER SUCCESS MGMT - CMM   CUSTOMER SUCCESS MGMT - PSM   CUSTOMER SUCCESS MGMT - ENTERPRISE      

    4
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    Success Plan Horizon Experience FeedbackNew Idea

    Success Plan is misspelled in the New Success Plan form.  The Company name should show up first in the search: When creating a Success Plan, the Success Plan “disappears” and you’re put back to the main Success Plan pane with a little window that says “Successplan (sic) has been created successfully” and a hyperlink to view Success Plan.   If I am manually creating a Success Plan, 9 times of 10 I am going to want to configure the SP.  I should be taken straight to the newly created Success Plan instead of the main view.  If I don’t click “View Success Plan” in time, then I have to go hunt for it.   Also “Successplan” should be two words.Default Status should be “Draft” with the option to select “Active.”  Don’t make me have to select Draft... In the old Success Plan tool, I was able to preview the tasks associated with Objectives when applying Templates.  I cannot in the new Horizon tool….this requires CSMs to know which Template/Objectives they are looking for, without the ability to drill deeper. They should be able to see the tasks when selecting a template.   OLD VIEWNEW VIEW On the GANTT chart, you can see the dependencies between Objectives indicated by the connector lines, however; when you switch over to the Objectives tab and expand the “Monitoring command line interface actions” objective which is a dependent of “Recognizing improper use of system administration tools” there is no indication or reference to the fact it is dependent on the completion of the other task. It would be nice to be able to see the connection between dependent objectives (and same for dependent tasks) when in the objective or task view as those views contain additional information like comments & notes of the situation and importance of the task that isn’t seen when looking at the Gantt chart.

    4
    haleylund
    Forum|Forum|5 years ago
    kiersti_felska
    kiersti_felskaContributor ⭐️⭐️⭐️

    Formulas in REports 2.0Parked

    I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0.  Do i have to used a custom field on the object to do this?  Basically working on replacing some excel pivot table reports and want to expose them in Gainsight Dashboards for exectutives.

    28
    heather_landgraf
    Forum|Forum|5 years ago
    gunjanm
    gunjanmExpert ⭐️

    Edit Report Name in HorizonNew Idea

    I miss the old functionality of being able to update the Report Name from within Report Builder on that report. Now I have to go to the list view to edit it. The reason this is not ideal: I am accessing reports quite frequently from Dashboard Builder or GS Home config, and so I am nowhere near the report in list view. I need to search for it. This is entirely too many clicks, and reduces the value added with the easy access from Dashboard Builder/GS Home config. 

    3
    bradley
    Forum|Forum|5 years ago
    stephaniecueto
    stephaniecuetoContributor ⭐️

    Be able to convert a Question/Conversation to an IdeaReleased

    We get customers who sometimes have an Idea but post it as a question, or (the reverse) they ask a question in the Idea section. I know that we can convert Ideas into Questions, but it would be great to be able to convert Question/Conversations into Ideas. This will save as a lot of re routing, re linking, and reposting on our end.

    12
    Cristina
    Forum|Forum|5 years ago
    cmultanen
    cmultanenHelper ⭐️

    Consolidate Scorecard Reporting with Regular Report BuilderNew Idea

    We used to be able to build scorecard mass edit  and habits reports in Report Builder. It appears this function has been separated and is now only accessible in the Scorecard 2.0 area. Are there any plans to bring scorecard visualizations back into Report Builder? The current setup requires a lot of toggling back and forth if you are trying to build new reports and dashboards with Scorecard objects. 

    3
    cmultanen
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Allow Timeline Entries to match with Gainsight OpportunitiesNew Idea

    The new Timeline Associated Record feature is great. I noticed that you can go into Renewal Center and create a Timeline entry on an Opportunity and associate it to a CTA.You cannot though, create a Timeline entry from the global timeline or C360 timeline (or CTA timeline for that matter) and associate it with an Opportunity. Even if it is for the same company.If you can do it one way it would be great to be able to have it bidirectional!

    1
    sai_ram
    Forum|Forum|5 years ago
    ag543Contributor ⭐️⭐️

    Knowledge center alert badge - Ability to select categories that are included in the main badge countNew Idea

    Please add the ability to select which categories are included in the main badge count.For example, I only want the badge to show for the What's New category.However, the main badge count includes all unopened engagements, including those in another category. When I open the Knowledge Center, the badge displays the correct number (2) on the What's New section but doesn't match the number (4) on the icon. I understand now that the category selection is only for setting which categories display a badge inside the knowledge center. However, I just want to notify users when they have unopened engagements in the selected category, and not for every unopened engagement.

    1
    sai_ram
    Forum|Forum|5 years ago

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