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    Idea Pipeline

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    6166 Ideas

    bhavik.shah
    bhavik.shahContributor ⭐️⭐️⭐️

    Reason added to CTA Type : All, should appear in individual CTA's reason list tooNew Idea

    Problem Description:Cannot have the exact same name CTA reason made available for more than one (but not for all) CTA Types.Example: I want “Mergers & Acquisitions” to be added as a Reason for 3 out of 5 CTA Types. Currently this is not possible because I will need to add that to each of the 3 individual CTA Types, but this does not allow me to add the exact same reason. So, I have to do this as a workaround:Add a Reason for CTA 1 = Mergers & AcquisitionsAdd a Reason for CTA 2 = Merger & AcquisitionAdd a Reason for CTA 3 = M&A Requirement:When we add CTA reasons under the “CTA Type: All”, it should list those CTA Reason and make them available for all particular CTA’s. When a CTA is selected in the “CTA Type” drop-down under the Cockpit Configurations, the one’s added under All should also be listed along with their specific Reasons.These CTA reasons should be by default activated for all CTA Types, however, an admin should be allowed to either keep those CTA reasons Activated / Deactivated for individual CTA (even though they are added for All CTA type)Note: CTA Reasons added under All should not be allowed to rename or deleted if “CTA Type” does not have “All” selected. Example:CTA = AllReason 1 - Active Reason 2 - Active  Reason 3 - Active Reason 4 - Active Reason 5 - Active Reason 6 - Active Reason 7 - DeactivatedCTA = Early WarningReason 1 - Active Reason 2 - Active  Reason 3 - Deactivated (only for Early Warning) Reason 4 - Active Reason 5 - Deactivated (only for Early Warning) Reason 6 - Active Reason 7 - Deactivated (for all CTA types) Reason 8 - Active (only for Early Warning)CTA - ChurnReason 1 - Active Reason 2 - Deactivated (only for Churn) Reason 3 - Active Reason 4 - Active Reason 5 - Active Reason 6 - Active Reason 7 - Deactivated (for all CTA types) Reason 9 - Active (only for Curn)CTA - AdoptionReason 1 - Deactivated (only for Adoption) Reason 2 - Active  Reason 3 - Active Reason 4 - Active Reason 5 - Active Reason 6 - Active Reason 7 - Deactivated (for all CTA types) Reason 10 - Active (only for Adoption)

    3
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Associated Timeline Entries - Display meaningful values when display fields presentNew Idea

    I believe there are similar posts with Horizon Analytics floating around, but there seems to be an increasingly prevalent, and vexing, design choice where display fields show limited and oftentimes useless amounts of characters. This particular example relates to Timeline Associated entries. As you can see in the example, the “Name” field displays at least 25 characters including spaces. Type displays 7, and status displays 4.Bizarrely enough, neither Type nor Status display any useful characters. All I get are “O...ve” and “...w” respectively. Can we please recognize that field values exposed to end users should be human readable? It is fine to truncate text if character limits are exceeded, but this really isn’t acceptable. Thanks!

    1
    mindym
    Forum|Forum|5 years ago
    adrienne_longContributor ⭐️⭐️

    Knowledge Center Bot Font CustomizationNew Idea

    For our use case we really want more customization. For starters we would like to be able to customize the font setting in the knowledge bot to better fit with the rest of our portal. It looks a little strange to have our knowledge center bot and engagements in a different font from everything else.

    5
    Forum|Forum|5 years ago
    ag543Contributor ⭐️⭐️

    Knowledge center alert badge - More customization optionsNew Idea

    Please add more options for customizing the knowledge center alert badges. Some ideas:Allow the main alert badge and category badge to be customized separately Make the count optional inside each badge Add access to the css for alert badgesExample: 

    1
    Forum|Forum|5 years ago
    davebrown2242
    davebrown2242Helper ⭐️

    Horizon Report Builder Setting Selector ColorNew Idea

    The new report builder is nice, but the settings schema is confusing. Typically grey colors in a slider show Inactive option(s) in the selector… but grey means Active in the current UI.  Consider changing the highlight to blue which matches the rest of the Ops/Admin experience.  

    4
    davebrown2242
    Forum|Forum|5 years ago
    samuel_cummings
    samuel_cummingsContributor ⭐️⭐️

    Deletion via Rules EngineNew Idea

    Being able to delete from Objects in SFDC and MDA via the rules engine. We all understand that this is a risky feature to deploy. But there are some use cases that are compelling enough to warrant this request. Any please post your use cases below in the comments and like this post if you support this feature.

    15
    Forum|Forum|5 years ago
    carolyndibuono
    carolyndibuonoContributor ⭐️⭐️⭐️⭐️

    Ability to set a Milestone Author through the rules engine that is not 'System Admin'New Idea

    I would like the ability to set the milestone ‘author’ when generating new entries through the rules engine, similar to the Success Plan or CTA ‘Owner’ functionality when generate these items through rules engine. Use Case: We are logging customer chats that our CSEs are having with their customers via Milestones (chat data gets loaded to Gainsight daily, rule will trigger to push chat information to Timeline in a Milestone). The team would like to be able to add tasks related to the chat conversation, but are currently blocked from updating the Milestone entries because the author is ‘System Administrator’. This also causes problems if the Milestone is accidentally associated to the wrong Company (can’t be updated or deleted in Timeline). The other option for resolution would be the ability to load activities into regular Timeline activity types, as this workflow of pushing info to Milestones is a bit of a workaround.

    2
    carolyndibuono
    Forum|Forum|5 years ago
    kstim
    kstimHelper ⭐️⭐️

    Show full input in Horizon Analytics dashboard global filtersNew Idea

    Currently when you put in a value in a Horizon Analytics dashboard global filter, you’re shown a preview of the input by default:Value cut off by defaultTo view the whole value, you have to either move your cursor over it, or apply the filter and view it from the overall dashboard view:Mouse over value to see full inputWhile this may be a small ask compared to the rest, I think it would be important to allow us to see the full value by default. I anticipate this is something our end users will find useful as well while they’re applying filters to their dashboards. Thanks!

    5
    bradley
    Forum|Forum|5 years ago
    davebrown2242
    davebrown2242Helper ⭐️

    Report Builder (HA) should default to 0 decimals when aggregation is appliedNew Idea

    Today the default for an aggregated field is 5 decimal places? Maybe I am alone on this one but I will never use any more than 2 - most rounded up to 0 decimals.  Feel like the default should be 0 or max of 2 to account for currencies. Anyone else feel the same?

    5
    davebrown2242
    Forum|Forum|5 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Email Log and Email Raw Events Need a Unique IDNew Idea

    It is very difficult to identify an unique record in the Email Log and Email Raw Events objects. They do not have the standard GSID, GS Created Date, GS Last Modified Date, or GS Creator User. We are trying to export this data to our BI tool and want to upsert on a specific identifier field. With Email Logs, not having a last modified date makes it very difficult to use a date as qualifier so that we do not have to resend the full dataset. Additionally for reporting in GS, we cannot easily filter bc all the dates are split into their own columns For Email Raw Events, each record is unique yet it does not have a GSID. So I have to try to combine many columns in a concatenation but that gets very messy.

    6
    darkknight
    Forum|Forum|5 years ago

    Events: provide a way to link to post event presentations and recordingsOpen

    Post event we often end up posting a link to the recording or assets in a discussion topic, in some cases it is not noticed by people if they didn’t contribute to or follow those topics. It would be nice to have somewhere on the page where we could add these details post-event. 

    2
    xiaoyu-shen
    Forum|Forum|5 years ago
    Blastoise186
    Blastoise186Helper ⭐️⭐️⭐️

    Add a new "Bug" topic type for bug reportsOpen

    Evening!This is a bit of an unusual idea that I’ve actually hinted at a few times in recent weeks (including under my alias on a certain webinar), but I’ve decided that I want to submit this idea properly.One of my heaviest use cases with inSided overall, is making use of the Community features to submit bug reports in a way that’s a bit more open and transparent, allows the use of integrations like Jira but also doesn’t result in me creating a huge number of support tickets that can’t be resolved without escalations anyway. It’s also less pressure on the support team at my home base, since I’d otherwise be flooding them a bit too often. Forums work great for this.However, there can be a bit of a snag. Bug reports definitely aren’t “Ideas” as such, they’re not general discussions and they’re not really suitable to be Questions, because it can clog up the unsolved questions list - especially if a power user such as myself creates a high volume of them.It would be really nice for there to be an option of a “Bug” topic type, that can be used to help distinguish actual questions or problems where someone needs help, from threads where a user is simply letting you know they broke your product and wanted to submit their findings. This isn’t something I’d intend to replace existing tools like Jira of course, but mainly something that just makes it easier to search, filter and sort through them. And most importantly, to help avoid the unsolved questions list from being overloaded!You could potentially do more with it in the future, but for an initial implementation, it could potentially start out as more of a cosmetic thing. :)

    7
    Blastoise186
    Forum|Forum|5 years ago
    rish_singh
    rish_singhContributor ⭐️⭐️⭐️

    Ability to edit Stage and summary section of R360New Idea

    It would be great to be able to edit fields on the R360 summary section (similar to the functionality on the C360 section).

    8
    gopal_rao_kallepu
    Forum|Forum|5 years ago
    steve_davis
    steve_davisGainsight Employee ⭐️⭐️

    Adjustable Container Sizes In C360 SectionsNew Idea

    I have a client request to adjust the C360 section container to fit the report or to allow for adjustable container sizes. I noticed that even with scrolling on the container stays the same size.

    3
    gopal_rao_kallepu
    Forum|Forum|5 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Any plans to allow more than 6 widgets in the Summary of c360?New Idea

    Would be nice to not be limited to 6 widgets in the Summary c360 view

    6
    gopal_rao_kallepu
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Set Gauge Funnel Conditional Coloring by PercentNew Idea

    Super excited to see that the Gauge widget is live in Horizon Analytics now!A great future enhancement would be the ability to set the conditional colors as a % of the Max Value you set (your target goal), as an additional option to what it currently is, where you have to set specific value thresholds for color changes.  

    1
    rakesh
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Timeline Associated Record - More Fields for CTA ConfigNew Idea

    Currently, the configuration for Associated Records for Timeline entries has a limited field set you can pick from when searching for and displaying the associated records of a given timeline entry. If you want to show the company name or CTA status, you only have the option for selecting ID fields: The problem with this, is that when you hover over the record you associated your timeline entry with, all you see are the IDs. Note that while Owner shows here as a text field it displays as an ID below:  The ask here is allow the same level of granularity on fields you can select honoring lookups like you would expect with selecting fields in say, a report. Not a groomed list of fields that don’t really provide any benefit. If I’m just doing it wrong, please let me know. At time of writing the support page on how to configure this feature is not live. edit: I am testing in a sandbox

    1
    soumitrasahu
    Forum|Forum|5 years ago
    shireesha_reddy
    shireesha_reddyHelper ⭐️

    Bulk download XLIFF files for localization.Released

    We need an option of bulk downloads for the localization XLIFFs in the list of languages from the editor. If we have many languages in the list to download and equally many engagements, it takes a lot of time to download one file at a time. So an option for BULK DOWNLOAD would be really helpful.   Thanks, Shireesha.

    3
    sai_ram
    Forum|Forum|5 years ago
    ana_gHelper ⭐️

    Bring back report dependencies within Report BuilderNew Idea

    Hello, it seems that with the new Horizon Analytics update, we can no longer see where reports were used. This was super helpful in auditing reports on a regular basis and making sure we didn’t inadvertently delete reports being used on the C360 or active dashboards. Please bring this feature back! Example below: 

    5
    Forum|Forum|5 years ago
    davebrown2242
    davebrown2242Helper ⭐️

    Horizon Analytics Dashboard Builder: Always show search barNew Idea

    With the new Dashboard builder:Always have the Search Bar visible as previous dashboard builder had.personally choose Function over Form everyday - waste of a click with that much White Space 

    6
    davebrown2242
    Forum|Forum|5 years ago
    sandeepchidiriHelper ⭐️

    Sending reports via ProgramNew Idea

    Hi Team,   There is a limitation for the reports while sending it via program.A maximum of 5 columns and 20 rows will be displayed in the recipient email. When we try to add the report in the template the same will be shown as a indicator.Do we have any plans of increasing this limit so that customer can send more columns ?   ​

    2
    dan_wiegert
    Forum|Forum|5 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Include Sharing Permissions column on Dashboard Builder (HA)New Idea

    Please could we have the option to include a column showing what type of access has been granted for each dashboard when viewing the list of dashboards in Dashboard builder.  This will enable us admins to see which are private/public/shared with specific users/groups without having to go in to each one individually (which is a pain in the...) Thank you 

    2
    davebrown2242
    Forum|Forum|5 years ago
    seth
    sethExpert ⭐️

    Allow visibility of criteria in a Stopped JO ProgramNew Idea

    Going back to an old JO program that has been Stopped, I want to look at what criteria I used in the bionic query. However, they page greys out all the aspects of the query so that they can’t be edited. That means that I can’t view the picklist values that have been selected (in this example, for “Stage” and “Persona”). In order to view them, I’d have to clone the program, edit the clone, then delete it, which is a lot of work.  

    1
    Forum|Forum|5 years ago
    davebrown2242
    davebrown2242Helper ⭐️

    Report Builder (HA) Improvements Regarding Field Display NamesNew Idea

    Couple of points of frustration I wanted to highlight to improve admin experience: Editing Field Display Names Gets Removed When Adding/Editing Aggregation*Naturally one would expect to retain Display Names for edited database names regardless Edited Display Names are not carried over to the Drill Down of Graphs/Charts*Naturally one would expect the Display Name to be displayed where the field is shown and not the database table name for the field. Kind of the whole point of a display name. Editing Drill Down column (field) Display Names moves the column order when using your mouse to highlight text.*Hard to show this one, but edit a column name and Use your mouse to highlight the text…. If you drag the highlight right or left of the label you will see that it will move the column to the right or left.The mouse highlight should be limited to the text box while edit is active. I wanted to share, but if any of this is known or covered feel free to link it up to this formal request.Thanks,

    3
    davebrown2242
    Forum|Forum|5 years ago
    darshana.shah
    darshana.shahContributor ⭐️⭐️⭐️⭐️

    contact UI in C360New Idea

    Hello, I am not sure if this is on the roadmap, but I would like to see some cleaner UI for the C360 page with contacts. Currently all  companies and/or relationships that a contact is related to is displayed within the C360 with no filters on Active or inactive contact status. If a contact is inactive then those links to that company or relationship so no longer be displayed in the contact for the users. See below screen shot. Again not sure if this is already in the roadmap. Or if there is a work around please let me know so that we can make this cleaner for our user base. Thank youDarshana 

    5
    Shilpa Gumnur
    Forum|Forum|5 years ago

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