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    Idea Pipeline

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    6166 Ideas

    darkknight
    darkknightExpert ⭐️

    Success Plan: Wrap text in GANTT chartNew Idea

    Would be great if we had text wrap capabilities on the GANTT chart ​ ​ ​

    4
    Anil Raj Pujari
    Forum|Forum|5 years ago
    aluciani
    alucianiHelper ⭐️

    When posting a topic the 'category' should default to the current categoryReleased

    When I am in a category and ready to post a topic, the category editor by default should already have the current category listed, instead of just having it blank. 

    7
    Forum|Forum|5 years ago
    cameron_wright
    cameron_wrightGainsight Employee ⭐️⭐️

    Report / filter on CTAs with Email Templates usedNew Idea

    Currently as standard in the product we don’t have a way to report / filter on email templates used in a CTA. Example would be “show me all CTAs w/ email template ‘Survey Followup’ being used” Now this would also be a bit more complicated when multiple Email Assist steps are being used with different templates but currently we don’t have a good way to bring in that data to the CTA itself. This would be super helpful for customers looking to do this. 

    4
    sriram pasupathi
    Forum|Forum|5 years ago
    WayneExpert ⭐️

    Data Designer - Default values to 0New Idea

    Issue: I have a Massive DD, like 40 different tasks, built out and when it runs I am getting zeros and blanks/nulls in the same columns. The blanks are occurring because there is no data in a particular column when aggregating in a transformation. Idea: Give the ability when aggregating in DD and Rules to give the ability to have a default value if there is no data in that column to aggregate. My current work around: I can get around this by adding formula or case statements in an additional transformation. However, I am only able to add 10 per a transformation forcing me to add x number of tasks to get an end result. Additionally this creates the need for additional tasks that are unwanted/unneeded. 

    7
    Forum|Forum|5 years ago
    ana_gHelper ⭐️

    Ability to auto-add all fields from previous steps in JO queries and rules engineNew Idea

    I would love the ability to auto add all fields from the 1st step prior to a transformation instead of having to drag each field individually. This would save time on more complex rules and queries as well if you could just auto-add all fields from previous steps. I see this being a single button of sorts above the field selection area.

    5
    bradley
    Forum|Forum|5 years ago
    jochleContributor ⭐️⭐️⭐️⭐️⭐️

    Report Builder - !Necessary Upgrades!New Idea

    Formula fields do no return a %. If a formula should return a % the output is just 1. (Ex. Win % = Won annualized value/Price Paid Last Year = 75.46%. The current output is 1.) Formula fields needs to be configurable by summary level. Currently, the only summary option is “all or nothing” and is only available if you format a field to include a column calculation, of which the only options are: Sum, AVG, and Median - which again not helpful if your formula field is a %. (Ex. The “grand total” roll up of the above example is just a count of how many records have any value in that field. So rather than saying X win % for the dataset, it just gives a count of the records that had any value in the field.) Formula fields on the new Report Builder should be editable. If I need to update a number or other field in a formula field I should be able to make changes on the fly (use case is updating goal %’s). Currently the only thing I can make changes to in a saved formula field is the operators.  Column calculations do not currently consider the data types of the fields they reference. (Ex. Price Paid Last Year (Currency) x % = Y (number))

    4
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Show Date of Next Communication in Snapshot View - Journey OrchestratorNew Idea

    Basically what the title says. When you set conditional waits for reminder emails, escalations, etc., and you view snapshot, it would be nice to see when the next thing goes out - specifically the date, I know the relative wait time is displayed.  This could also be done in the drill down when you click the participants - there could be a field showing the date of the last attempt, and the date of the next attempt. 

    2
    Forum|Forum|5 years ago
    Kgastaldo
    KgastaldoHelper ⭐️⭐️⭐️

    Prepopulate Subcategory based on where I am in the community.Released

    I think it would help users choose the right category, if the subcategory was preloaded based on where they are in the community.Example - If I search, end up in the CRM category, but don’t find my answer and go to post a new question, it’d be nice if I didn’t have to dig through the categories to find the right one. It should assume I’d like to post in CRM.It’s not a huge inconvenience for the main community, but we’ve got a few restricted areas, and it’d be cool if employees/partners didn’t have to scroll through the long list of options. 

    17
    Forum|Forum|5 years ago
    kaycee
    kayceeContributor ⭐️⭐️⭐️

    Group by Numeric Fields in ReportsNew Idea

    Gainsight doesn't have the ability to add numeric fields to the By section of a report. We have a need to generate reports that group customer information by numeric fields in order to see the number of accounts that have the same number for a given field (e.g. X customers have an overall health score of Y). Since this capability doesn't exist in Gainsight, we do a lot of our reporting externally after creating tables of the relevant information we're looking to view. It would really help in getting end users more adopted with Gainsight, if they're able to see reports in one spot, in real time, instead of having to consume reports externally that are generated at one point in time. 

    8
    sai_ram
    Forum|Forum|5 years ago
    amanda.wachendorfContributor ⭐️⭐️

    Allow External Users to Add Notes to Success Plans CTAsNew Idea

    Our team leverages the external user function quite a bit for Success Plans with a good amount of success. The challenge we are facing today is that clients would like to make a quick note or entry about a CTA and cannot. They can mark things completed, but cannot send the CSM any additional information about how it was completed, barriers they ran into, new issues that came up, etc. The ability to have some way for them to make a note about the CTA or create some sort of external facing Timeline would allow the team to not only track tasks in the external facing Success Plan, but allow clients to track notes alongside.  

    4
    Anil Raj Pujari
    Forum|Forum|5 years ago
    Christa Brown
    Christa BrownContributor ⭐️⭐️⭐️

    Point system rules for creating a topicOpen

    Currently the point system rules only allow allocation of points for creating a topic but you are not able to break this down to provide a different value to creating a question vs creating a conversation vs creating an idea. We would like to delineate this in our community and provide different values for each.

    4
    bjoern_schulze
    Forum|Forum|5 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Select Timeline Syncing to Tasks or Events based on activity typeNew Idea

    This says Implemented, and I know you can select either tasks or events across all activities, but to my knowledge, there’s not a way to sync to both. What I was thinking was adding to the Activity Types Configuration page, and instead of just having a checkbox to sync to Salesforce, having the option to select syncing to task or event.Our use case: We have some Timeline activity types that are SFDC events and some that are SFDC Tasks.  So, ideally, we’d be able to mimic that classification with syncing.

    2
    Chirag
    Forum|Forum|5 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Cockpit due date group by - more options neededParked

    As a CSM I need to group my CTAs in my cockpit by due date with more timeframes available so I can clearly see what needs to completed by a more specific group of due dates. Currently, grouping by due date groups all CTAs into Overdue, Today, Next Week, and Upcoming.  The Upcoming "bucket" becomes too large to be meaningful, and CSMs would like to see options for 8-14 days, 15-30 days, and over 30 days.  Ideally, Admins could configure what the buckets are.

    4
    sriram pasupathi
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    TImeline: Allow ability to make Field visibility dependent on another field settingNew Idea

    I’d like the ability to have fields appear in a Timeline entry during creation based on the entry on another field. For example - I could have a checkbox called Add Sentiment? and if checked, another set of fields would appear allowing end user to set sentiment details.  But if the field is not checked, then those additional fields would not appear.    

    7
    Chirag
    Forum|Forum|5 years ago
    amanda_neil
    amanda_neilContributor ⭐️⭐️⭐️⭐️⭐️

    Ability to see Success Plan Objectives in TimelineNew Idea

    Currently we track objectives through the success plan but when looking into the Timeline we cannot see objectives listed.  Would like the ability to track the Success Plan Objectives and be able to post objectives form the timeline to the Success Plan.

    11
    Chirag
    Forum|Forum|5 years ago
    kelly
    kellyHelper ⭐️⭐️⭐️

    Be able to pin menu bar to closed position in NxtNew Idea

    Currently you can pin the menu bar in next to stay open, however my preference is that it stays closed unless I specifically click on a section, or at the least have a minimum hover requirement before it expands. I work almost entirely out of my right monitor but navigate between right and left often when comparing data. After just a few weeks on Nxt it’s apparent how much of a nuisance it is that the menu expands every time I cross from one monitor to the next and really wish I could pin to keep it in place, and expand only when I click it.

    4
    spencer_engel
    Forum|Forum|5 years ago
    darshana.shah
    darshana.shahContributor ⭐️⭐️⭐️⭐️

    JO Automated Reports through Email TemplatesNew Idea

    Hello, My current problem statment is that I am using JOs to send internal reports to Internal partners for monthly files they need. The JO works great. However we do make updates to the report (fitlers) and would like for the updates to reflect in the JO email template with out us having to reset the template. I do understand that this was designed purposefully however i think a great enhancement would be the option for live reporting updates to JO templates option. Maybe built into the JO functionality itself would be great.  This will help promote the use of JO as currently If i have to continue updating the JO then I might as well send the once a month file manually. The time consumption becomes the same. and Time is money. @kate_peter @kate_green Thank you.  Darshana ShahADP Client Success Operations

    8
    Forum|Forum|5 years ago
    ana_gHelper ⭐️

    Schedule Resuming of JO Programs (not just initial launch)New Idea

    Sometimes we pause a JO program to troubleshoot an error or for other reasons, but would like to resume the program at a set future time without someone having to remember to do so manually. It would be great if we could also schedule when the program is resumed after it is paused.

    2
    Forum|Forum|5 years ago
    narayanan_s
    narayanan_sContributor ⭐️⭐️⭐️⭐️⭐️

    NXT - Standard and System MDA all fields edit functionality via rulesDiscovery

    As admins, we need functionality via rules to edit fields on Activity timeline, CTA and Success Plans like how Relationship MDA or Customer MDA updates available. Even if it could be extended for other commonly used Standard/System MDAs would be more beneficial.Every time we wanted to re-associate an activity timeline from C360 to R360 we are requested to submit a support request to Gainsight. And most of the cases, we are heard back saying there is no operational support by Gainsight.Similarly CTA or Success Plan objects, if we wanted to update new custom fields or existing some standard fields, we have no option left other than raising support request. 

    8
    sriram pasupathi
    Forum|Forum|5 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    CTA Rules: Change how Create vs Update is doneNew Idea

    Right now, the default option for CTAs is to update if the name, status, and reason are the exact same CTA rule is triggered. You can use the name as well, but that is with the assumption you have something tokenized in the name to make it always unique. I would like to control this more with the radio buttons. It would be helpful to have options for “create”, “create or update”, and “close”. There are some CTAs that we never want it to look to update. For these, I want the option to just “create”.For ones we want to update, I would like the option to “create or update”. Additionally, it is very confusing that the radio button for create allows to also update…. this should be more clear so that admins do not need to dig in documentation to understand that “create” is actually “create or update” right now.

    5
    sriram pasupathi
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    Playbooks: "Draft" and "Published" statuses for PlaybooksNew Idea

    Would be nice if you could create playbooks in a draft state, preventing them from being visible to end users until you're ready to "publish" it, but still editable/available to the rules engine and to those with Playbook create/edit/delete permissions.

    9
    sriram pasupathi
    Forum|Forum|5 years ago
    jagadeesh_kumar_paidimarri
    jagadeesh_kumar_paidimarriHelper ⭐️⭐️

    Please consider including dropdown lists to be available for task mapping for sync to salesforceNew Idea

    Hi Team, Currently we have a product limitation of not allowing the fields with data types dropdown list, GSID, Rich text to be available under task mapping in cockpit administration. I have a customer who has requested us to implement an enhancement to consider including dropdown list fields to be available under mapping as it helps them in meeting their custom requirements for sync to Salesforce. Regards,Jagadeesh

    2
    sriram pasupathi
    Forum|Forum|5 years ago
    gunjanm
    gunjanmExpert ⭐️

    CTA Close Banner NotificationNew Idea

    You know that banner that appears to tell you that the open Tasks within the CTA have also been closed after you close the CTA? This is a little tedious, but it’s kind of annoying to see that banner when there were no tasks (or no open tasks) on the CTA. Users have to click “x” on each banner that gets created for each CTA, making it a little noisy and annoying to clean up Cockpit. I use some CTAs in Cockpit as an admin, which is how I came across this issue.         End Proctoring- 

    2
    sriram pasupathi
    Forum|Forum|5 years ago
    andorfuhrer
    andorfuhrerHelper ⭐️

    Allow Outlook Plugin to link to C360/R360New Idea

    For context, CSMs heavily use the SFDC plugin, which allows them to go directly to a SFDC account and see all the different attributes of the account (cases, opportunities, contacts) Can we have similar functionality with the Gainsight Outlook plugin to at the very least allow the CSM to go to the customers C360 / R360?   The idea would be that side panel where you select the customer/relationship, that can be hyperlinked and take you directly to the C/R360.    Ideal scenario would be that you can also see most recent timeline entries and possibly other attributes that we have configured in the C/R 360.  

    6
    Forum|Forum|5 years ago
    keith_mattes
    keith_mattesHelper ⭐️⭐️

    Admin Ability: More options to configure GS AlertsNew Idea

    We have more and more needs for non-CTA “Alerts” to our users and the current mechanism is not scalable to have CSM’s required to click “follow” on each of their accounts.Could we find a way to mass enable “notifications” for CSM’s and auto-follow the accounts they are assigned to? tl:dr More admin control of notification settings for users and ability to mass “follow” accounts based on assignment to make notifications more relevant and useful

    3
    Forum|Forum|5 years ago

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