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    6166 Ideas

    Jack-Occleshaw
    Jack-OccleshawContributor ⭐️⭐️

    Push email notifications for survey feedbackOpen

    Hi Everyone, I wanted to see if there was a way to receive an email at the beginning of each day (similar to the usage ones we get) which would alert us to any survey responses. This could really help us as we develop our tools further and if we are actively looking for testimonials we could really use that alert to help us log back into Gainsight and possibly strike up a conversation relatively soon after a response is submitted to show that their thoughts are fresh in our mind.

    4
    Jack-Occleshaw
    Forum|Forum|5 years ago
    kmalkContributor ⭐️⭐️

    Master date selection filter on custom dashboardsOpen

    Hi, I generate weekly reports for our company regarding our app’s usage, but currently there is no way to select the same date range for the report across all dashboard items, which is frustrating because I have to manually custom-select them for each dashboard widget. Please consider adding a master date range selection tool that will apply to all widgets on a dashboard. Thanks!

    1
    Forum|Forum|5 years ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    While filtering in PX, it would be nice to have an overall "OR (match any)" option available for more complex, accurate filtersDiscovery

    When filtering in PX (My Filters and Audience/Accounts Explorer), there is no option to "OR (match any)" the different filter categories and they are always “AND (match all)”. It would be great and more flexible to have an overall “AND (match all)” or "OR (match any)" option available for more complex, accurate filtering. See sample modified screenshot of a “My Filter” below: 

    1
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    New Scorecard Visualization Mass Edit feedbackNew Idea

    At a quick glance of the new Scorecard Visualizations I see a couple of issues right off the bat. For a manually configured Letter-based score, the letters are not in alphabetical order:   Also it’s weird that in the filter box they are in reverse (almost) alphabetical order (it was that way in the “old” Mass Edit view as well, which I always thought was odd) We don’t even have an “E” score - why is that displaying above? According to the Update Scores and Add Notes docs, if you check the “Add Notes” box it’s supposed to bring up a new Timeline Activity window. It’s not doing that in my environment. The “Stale” visual indicator is too subtle. I had to look VERY close to tell that if it’s stale there are diagononal lines going through the score.  The ! in a circle was so much easier to recognize. StaleNot Stale  The filters are misleading for end users, making it seem like you can search by Grade (Letter), Color OR Numeric scheme, when in fact it only works for the scoring scheme you’re on.  We are on Letter Grade scheme, and In the “old” Scorecard Mass Edit, the filter only allows me to select a letter grade as a filterable option.  Color and Numeric aren’t even options: But the “new” mass edit lists ALL schemes as options - but Color and Numeric do not work when you attempt to use them, which will mislead users and lead to more support tickets.    The way Timeline was accessible via the old Mass Edit report was better - you could hover over the timeline icon and see the comments history.  That appears to now be gone and you can only see the “Last Comment.”  This is not a great functionality change because now end users will have to navigate to the C360 in order to see the TL history: Old ViewNew View (Last Comment only)  These are just a few issues I’ve identified spending about half an hour with this.  Our end users will mostly see this “enhancement” as a downgrade compared to the current functionality.  I don’t feel we can roll this out to our end users until most of this is addressed.(The “Add Comment” while making a score change will be a nice adjustment, once it’s working).

    30
    shantan_reddy
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    More Fields Allowing URL links to records in reportingNew Idea

    Background: You have cases in SFDC on your standard case object. You run a report on those cases in Gainsight off the SFDC object and your Case Number field hyperlinks to each individual case. This is great, we love this. Problem: This functionality is very limited and isn’t well documented. From what I can tell, some number and type of fields support this functionality for some (all?) standard SFDC objects. Given there is no clear documentation on when this behavior occurs, it is hard to know when to expect it and when not to. If I for examle have an Invoice object in SFDC and run a report with a field showing Invoice Number I would want to be able to click on those invoice numbers to take me to that record. Currently, that is not supported even though the field type is the same as Case Number. Proposed Solution: There are several options, implementing any one of them likely depends on how cumbersom it is to implement, and these are just ideas:Enable linking for any AutoNumber field type in SFDC objects. This would be the most ideal from an end-user perspective. Just have this work out of the box. Create a framework where users can enable this on a per object basis. If enabling everything automatically isn’t a great idea, allow admins to turn it on when needed. Less ideal but better than the current state. Create a process where admins can request Gainsight enable the functionality on a per object basis. This is the least ideal, as it creates alot of work for both teams, but still better than the current state.I’ve looked at a few other product requests such as this one  and some of the proposed workarounds where you injest the entire object into Gainsight, create a custom field and hope that works aren’t really viable. You end up with more duplicate data than you need as well as another point of failure, not to mention quite a bit of work to replicate a process that is clearly possible for Gainsight to implement already on some level.

    4
    bradley
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    Horizon Analytics dashboard - allow users to pin filters to expanded modeNew Idea

    On dashboards that have a lot of global filters, would be useful to allow users to expand the filters once and “pin” them in place so they don’t have to expand them every time they want to view or edit. 

    2
    darkknight
    Forum|Forum|5 years ago
    keith_mattes
    keith_mattesHelper ⭐️⭐️

    Email Configuration: Email to TimelineNew Idea

    Is anyone aware of a way to bulk-add users to the Email to Timeline capability in Email Configuration?  It seems like a very manual process at the moment and we are about to add a significant number of CSM’s to the feature.  In addition, could this be moved to a user attribute in the User Admin UI so we can update/manage en mass with the understanding that this would trigger the auto email?  I believe should a company ever migrate or change domain, this level of user management for this feature would also be useful .(just a thought) Please advise? 

    9
    keith_mattes
    Forum|Forum|5 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Make a user "unlicensed" from "viewer" or "full"New Idea

    Right now - if a user has a permission added in GS, but we later remove the license and keep them active you cannot remove the “viewer” or “full”. This is extremely misleading. We need to be able to reset a user to “unlicensed”. We apply our licenses via SFDC, so we will never be able to have more than our licenses applied but by not being able to switch users to “unlicensed” it seems as though we are overallocated when we are not

    2
    soumitrasahu
    Forum|Forum|5 years ago
    meenal_shukla
    meenal_shuklaGainsight Employee ⭐️⭐️

    Templates in Timeline?New Idea

    do we have predefine templates and layouts in Timeline on the roadmap?

    6
    Forum|Forum|5 years ago
    nadeem
    nadeemContributor ⭐️⭐️

    Feature Request: Ability to Change the Activity Type in TimelineNew Idea

    We have created a number of custom activity types in the timeline in addition to the default ones. Often, we may review the timeline entries and we may come across scenarios where the entry has been logged incorrectly/or upon review the business type has changed and will need to be amended retrospectively. It would be great to have the ability to amend the Activity type. The current workaround is to delete the existing Activity and recreate with the original activity date, however other dependancies such as related follow up tasks/attachments etc may be lost or affected.

    10
    seth_schroeder
    Forum|Forum|5 years ago
    OVOdarran
    OVOdarranHelper ⭐️

    Visibility of all moderation team PM'sParked

    As we are using our platform primarily for service, in the energy industry we will always have customers that we need to help further and therefore need details from them. Currently we are managing this by asking the customer to PM us some details as we don't want to simply push everyone to the phone lines, but as we cannot see each others PM's, this makes this tricky, especially as my team work shifts, have lieu days and holiday. Visibility of a PM inbox would mean nothing gets forgotten, will always mean someone can pick it up and help that customer etc. It's also useful so you have visibility of any PM's that have been sent as part of engagement to avoid customers getting duplicate or multiple messages. Again its not too difficult to manage in a smaller team, but again if one of the team has sent a load of PM's to welcome and engage new users, then is on holiday, we are manually having to record who we've sent them to so we don't double up.

    1
    daniel.boon
    Forum|Forum|5 years ago
    jim_barker
    jim_barkerContributor ⭐️⭐️

    Px - KC Bot - Support for Higher LogicReleased

    There are many customers who run Higher Logic for their Knowledge Base and would like to have it integrated with the KC Bot like other competitive offerings.  Ping Jim Barker for Customer Details.

    3
    Forum|Forum|5 years ago
    jim_barker
    jim_barkerContributor ⭐️⭐️

    Px - Blocking Data for Indentify CallReleased

    Looking for an enhancement to block the sending of all information in the identify call except for the ID’s.  This is needed as we (a customer) wants to provide all data through the API, and block all other data flows.  Contact me for more client details.

    3
    Forum|Forum|5 years ago
    rprivett
    rprivettContributor ⭐️

    SQL Interface to build Reports - OR - Use the Rule Engine from Journey Orchestrator for Report creationNew Idea

    You know you're writing too many Gainsight Reports when you start to dream of ways to improve the process. As an former database engineer, I have become used to SQL, joins, unions, views, temp tables, and exporting to CSV file (not excel). These are many of the things that would be very handy while creating reports within Gainsight. Being able to join 2 tables using a common column, or save output in a temporary table and create a report based off it - is a feature that many Gainsight users would welcome. Many of these features are already available within the Rules engine in Journey Orchestrator - but not available within the report tool. For many reports, I have to export the output to a file, edit the file (if needed), load it into a database, run a query to extract only the rows needed, and perform any calculations on the fly, then import the result into excel to provide management. For other reports, I may have to export 2 or more tables, then use a database to join them together.

    4
    narayanan_s
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Spell Check Product WideNew Idea

    I know spell check was deployed in Timeline, but is there a way to enable it across the GS platform? I wasn’t sure if this was already possible and I need to enable it, or there’s some other conflicting plug-in. If this isn’t currently a feature, I would like to have this converted to a feature request. @sai_ram maybe you can let me know one way or the other and help with the post conversion if needed? The use-case here is people want to spell things correctly regardless of where they are in the product - Timeline, Success Plans, CTAs. I think that’s pretty self explanatory. 

    9
    Forum|Forum|5 years ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Timeline Custom Fields - link to contact ID like internal/external attendeeNew Idea

    We would like to add another single select field on the timeline entry that links to a contact like internal and external attendee. During calls, our CSM will be asking feedback questions. We do not want to attribute the feedback to all external contacts, just the person who provided it specifically. We have the ability to add a text field, but that does not lookup to the contact. 

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

    Date Filters - Quarterly OptionNew Idea

    The Date field has a handful of very useful pre-defined date ranged with which to filter data. However, there is no filter for:Previous QuarterCurrent QuarterNext QuarterAll of which are natively present in Salesforce reporting today. While we can kind of get around this today by doing “Subtract N Months” from the desired period to go back 3 months, the resulting values will always return a rolling 3 month timeframe. The other option is to hard define Jan 1 through March 31 for example in a given report. However, this means I have to babysit that report or set of reports to update the date range each quarter to pull in the data we’re looking for. This isn't sustainable and while we’re still in Year 1 of our Gainsight lifecycle, we will most likely want to trend information Year over year wherein we’ll be coming back to you again asking for the same thing but in a Previous Year, Current Year, Next Year format. Thank you.

    2
    sai_ram
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Reporting Beta Idea ThreadNew Idea

    I don’t know if there is a thread somewhere already for this, but I just got access to the reporting bet and am pretty excited about it. Also wanted to share some feedback as well for future improvements: Ability to change field/show me area width. Would be great instead of just needing to scroll left to right: 

    5
    sai_ram
    Forum|Forum|5 years ago
    andrew_kwaContributor ⭐️

    'New' badge for Knowledge Center BotNew Idea

    Most organizations are continuously adding new content to the Knowledge Center Bot. It’ll be helpful to be able to attach a ‘New’ badge to the Knowledge Center button to draw attention. The workaround is a pop-up to message the new content but that is quite annoying to a busy user.   The ‘New’ badge should also be attached to the new content. Essentially, creating a trail, guiding users to the new content.   We would really appreciate this feature. Without it, it’s just difficult for us to message new content to our users. Thanks!      

    2
    angelo
    Forum|Forum|5 years ago
    dan_wiegert
    dan_wiegertGainsight Employee ⭐️⭐️

    Shared Success Plans: would it be possible to allow external users the ability to create/edit shared success plan items?New Idea

     I have been talking to a customer (ContantSquare) about shared success plans. They wanted to see if it would be possible to allow external users who have success plans shared with them to be granted the ability to edit and possibly create tasks within the success plan. Is this something that is being considered on the product roadmap, or would granting external users write access present unforseen security concerns?              

    10
    Anil Raj Pujari
    Forum|Forum|5 years ago
    shiv_kumar_katiyar
    shiv_kumar_katiyarGainsight Employee ⭐️⭐️

    Way to identify object used in Data designer.New Idea

    Hi There, Is there a way/ mechanism in place to check if a particular object has been used in Data Designer or not?   Currently, I don’t see any option to check an object dependency in Data Designer. Any thoughts about it?   Thanks ~S

    2
    Forum|Forum|5 years ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Timeline and SentimentNew Idea

    Our team would love a way to be able to update sentiment within another activity.  For example, we have a Timeline activity for Business Review.  Would be great if within the business review activity there was a way to set the sentiment and push to scorecard automatically.  You can obviously add a field and push to scorecard via rules, but would love something more automated without having to build it out.

    4
    heather_hansen
    Forum|Forum|5 years ago
    orenjContributor ⭐️

    Resize text window in activity timelineNew Idea

    Hello there,I would like to suggest the ability to increase the size of the textual window when adding an activity to GS timeline.Thanks!

    7
    sai_ram
    Forum|Forum|5 years ago
    prashant_pareek
    prashant_pareekContributor ⭐️

    Low volume object : Restrict fields that can be edited via Data operation or Related list in Customer 360New Idea

    From an Admin perspective it would be nice to restrict end users from editing some fields in a Low volume object while editing via Data operation or Related list in Customer 360 by making them Read only or not visible in the layout would be really helpful. Currently we need to designate that with the field names. These fields should be updated only by the admin for maintaining data quality. 

    2
    sdrostgainsightcom
    Forum|Forum|5 years ago
    ikranjcec
    ikranjcecContributor ⭐️⭐️⭐️

    No end date on engagementsNew Idea

    We have several engagements (10+) that need to be “permanent”, without end date. Right now we put the end date a lot in advance, but what has happened is that some were stopped (as scheduled) and we were not aware. Does anyone else have a similar need?   @link_black 

    9
    angelo
    Forum|Forum|5 years ago

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