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    Idea Pipeline

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    6166 Ideas

    blynn_buckley
    blynn_buckleyContributor ⭐️⭐️⭐️

    Display field level help text from SalesforceNew Idea

    It would save our users time if they could see any corresponding field-level Help text that exists in Salesforce, in Gainsight as well, e.g. report column headers need further description. Today users have to click the "eye" to open up the full record in Salesforce, find the Help text (?) there, then navigate back to Salesforce.

    10
    sai_ram
    Forum|Forum|5 years ago
    Gabolino
    GabolinoHelper ⭐️

    Improve quoting functionality/designOpen

    Hi there, Often times when a long message is quoted the conversation gets more and more difficult to follow. Just think of someone who quotes a whole article with the word ‘agree’. Any follow up quotes will make the thread incredibly long and you have to scroll down to read just one sentence or word. See image below:  Moreover, I don’t think anyone needs to see the entire quote, perhaps an extract is enough. So I can suggest a couple of ways to improve this:Make all quotes short and nicely formated (show the first one or two lines) and allow to expand/read the whole quote if necessary through a dropdown button - seen this in other forums.  Allow users to quote only selected text, as opposed to the entire message - seen this in other forums. Make quotes lighter by default so they can be easily distinguished from the reply.This can make threads much easier to follow and allow higher quality interactions. De nada :D

    4
    Kgastaldo
    Forum|Forum|5 years ago
    mstone
    mstoneHelper ⭐️

    Add 'Product Area' to Idea topic creation formReleased

    I’d like to allow community members to choose a Product Area when creating a new Idea. This will allow us to easily assign Ideas to a Product Manager. At the moment it appears this must be populated by a moderator.

    13
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    Map column headers within the failed records tab of Execution logNew Idea

    I could have sworn I posted about this before, but I cannot find it.   In the Execution Logs, Can we please have the headers for each column displayed in the records tab vs just having a map in the Execution Summary? Mapped on Execution Summary:   Unmapped on the Failed Records tab:   It may seem like a little thing, but it’s a pain to have to flip back and forth between the tabs to identify which column is which.   If you are able to do the mapping on the Execution Summary, then I have to believe it’s possible to go the extra step to correctly identify the columns within the records tab(s). It would make this easier on admins when troubleshooting.    

    9
    rakesh
    Forum|Forum|5 years ago
    Julie-Pinto
    Julie-PintoContributor ⭐️⭐️⭐️⭐️

    Ability to drag KC Bot around as the user is workingReleased

    Posting on behalf of a customer:  I would my users to have the ability to drag the bot around the UI as they are working. They may need to refer to documentation as they are working in our product and would like to refer to it as they are working. 

    4
    angelo
    Forum|Forum|5 years ago
    christopher_sanderson
    christopher_sandersonHelper ⭐️⭐️

    Allow STRING field to write to PICKLISTNew Idea

    Most ETL tools allow you to use the SFDC API to write a STRING or TEXT type field into a PICKLIST, where the value will write over if it finds a like match, or will just not write the value if it does find a match.  I'd like to see what we can do to make this happen in our Rules Engine. If I have a STRING field in the MDA, and I need to write that data to either Gainsight or SFDC, and one of those fields on the object is a picklist, i have to create one action for each picklist value and use a combination of + CUSTOM FIELD and CRITERIA to get that value to write in.  This is inconvenient, especially for one of the customers I am working with where they have 5 picklist fields.  Each picklist has anywhere from 4-8 values, so at a minimum I need multiple rules and multiple actions to manage this. Looking for thoughts on this!

    6
    shannon_olsen
    Forum|Forum|5 years ago
    jvdbelt
    jvdbeltContributor ⭐️⭐️⭐️⭐️

    Filter on multiple statuses or products in ideationNew Idea

    In the new Ideation module it is now possible to filter on a specific status or product. This is already very helpful. It would be great if it would also be possible (in the front-end) to filter on multiple statuses or products.Example for products: as a user I only work with 2 of the 6 products, so ideas for these products are the only ideas I'm interested in.Example for ideas: I want to check which ideas are not on the product development backlog yet. Therefore, I want to see all ideas with status new, open or under review.

    2
    Ati Somos
    Forum|Forum|5 years ago
    bradley
    bradleyExpert ⭐️

    Have a Known Issue Tracker for GS bugs (not suggestions)New Idea

    I know some topics have “Known Issue” in the subject, but can there be a GS staff moderated tag or something where we peons can view what the known bug issues are? I had one come up today, and asked in the support chat if it was a known issue and it was. So that was easy to move on with my life, but if there was an easy way to check first before having to use support resources that would be killer. If there is one, please roast me and let me know where it is.

    4
    bradley
    Forum|Forum|5 years ago
    ana_gHelper ⭐️

    More "includes" filter flexibility in Rules EngineNew Idea

    Currently the Includes filter is limited to 10 values and annoyingly doesn’t let you know when you’ve added a 10th or 11th (only lets you know when you go to save the rule configuration) and makes you remove all values, having to start over and count until you get to the 10th value. The ability to also press an “x” or otherwise remove a value after typing it in is gone for me, so if I accidentally add a typo, it’s stuck there, taking up 1 of 10 possible spaces.

    4
    Forum|Forum|5 years ago
    gunjanm
    gunjanmExpert ⭐️

    Data Operations Directly in UINew Idea

    I would love the ability for a Super Admin to have an additional menu (three dots?) appear when on a 360 to be able to make edits or delete that Company or Relationship from right there. It’s really cumbersome to have to go to Data Operations from there in order to make the appropriate edits, or to maintain a whole other 360 layout including certain fields as editable in order to make minor edits that admins may need to be end users should not be allowed to.   End Proctoring- 

    6
    cmultanen
    Forum|Forum|5 years ago
    ana_gHelper ⭐️

    Ability to filter on Timeline Activity Notes in Report Builder/Rules Engine (for exporting)New Idea

    Really frustrating to have to export all of our Timeline activities to do a proper keyword search and share activities externally. Alternatively, please add the option to export Timeline Activities that result from the Global Timeline filter views. Yes, if a user has full access to Gainsight, they can conduct keyword searches. However, say I want to prepare a report for our marketing team with all mentions of a certain keyword or product, then I am out of luck. I have to keep incrementally reducing the number of records that appear. Well I try to filter to Activity Date = Current Year while looking at all timeline activity types. The report is unable to render. I try to remove that filter and just export everything as a CSV, well apparently there is a file size limit for the CSV that is emailed. My only option, export to an S3 bucket by creating a new rule, download the file, then search for the word in Excel and then clean up the sheet to include only rows where that keyword is mentioned.  There’s gotta be a better way. :)

    9
    Forum|Forum|5 years ago
    kate_griffin
    kate_griffinContributor ⭐️⭐️

    Switching Timeline TypesNew Idea

    Our CS team would like to be able to adjust the type on a timeline entry. The reasons why this comes up:  Sometimes they choose the incorrect type when logging something in timeline. We have a few scorecard measures that work off of specific timeline types so if they choose the incorrect one, the measure has potential to be incorrect. Ex. we are looking at last engagement date for the last time a phone/meeting was logged. if they choose update instead of call/meeting, this wouldn't get calculated into the health score.  As we have been building out our adoption of Gainsight, we have added new types along the way. We have some things that have been logged that we would've like to be able to re-categorize under these new types. 

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

    Cockpit - Configure List View - Add FieldsNew Idea

    It would be helpful if you could add configuration to be able to define the order of fields in the cockpit list view.  While it is great to have the fields chosen saved between sessions...having the order set would be helpful.  Multiple new customers have brought this up.

    4
    sai_ram
    Forum|Forum|5 years ago
    devin_stevens
    devin_stevensHelper ⭐️

    Email to Timeline - Attaching to CTAsNew Idea

    Due to the nature of the contacts in my meetings/emails, many of my emails sent to Gainsight end up in draft. It would be very helpful to be able to take these drafts from global timeline and attach them to a CTA (not just company/relationship). Is this on the roadmap?

    6
    Forum|Forum|5 years ago
    darkknight
    darkknightExpert ⭐️

    Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List ViewNew Idea

    Our CSMs are asking for help in making their Cockpit experience more manageable.  Some have been manually editing CTA/Task names to include a brief note to help jog their memory at a quick glance of the Cockpit list view.  But this is breaking some of our processes.  (See https://community.gainsight.com/gainsight/topics/playbooks-need-the-ability-to-lock-the-playbook-so-it-cannot-be-edited-by-end-users) Is it possible to have a truncated version of the CTA Comments (or Task Comments - https://community.gainsight.com/gainsight/topics/cockpit-create-a-comment-field-at-the-task-level) show up in the Cockpit List View if any comments exist on that CTA or task?   Clunky mockup: This would help CSMs at a glance know what is going on with each CTA/Task, aside from simply snoozing or changing the date.

    10
    Forum|Forum|5 years ago
    jagadeesh_kumar_paidimarri
    jagadeesh_kumar_paidimarriHelper ⭐️⭐️

    ability to prevent inactive picklist values being used in activity syncNew Idea

    Hi team, Posting this here for broader visibility of our customers. When we make a picklist in SFDC as inactive and map this field under activity sync, synced task/event is able to use the inactive value at the time of task creation.Please see below video for more details.https://share.getcloudapp.com/bLu0xjNG

    3
    nitisha_rathi
    Forum|Forum|5 years ago
    ana_gHelper ⭐️

    Ability to @Mention yourself on Activities and CommentsNew Idea

    There should be the ability to automatically send yourself an email or Sally notification when @mentioning yourself in Timeline. This would serve the purpose of an additional email system of record and the ability to forward to those who don’t have access to Gainsight within the organization. 

    2
    nitisha_rathi
    Forum|Forum|5 years ago
    catchprakashContributor ⭐️⭐️

    Improvement to rendering content in KC bot widgetOpen

    We currently use the PX KC bot for product guidance. It is nice that the content (KC articles, docs, etc.,) is rendered within the PX widget itself. However, when the content has hyperlinks (pointing to external URLs), on clicking them, the user is taken away from the product to a new window or tab. It’d be nice to have those content rendered within the widget itself. Once the user navigates to another window or tab, it’d be difficult for engaging them back to the PX widget especially in the case of many hyperlinks. This can be improved from experience & goal standpoint of PX.

    3
    angelo
    Forum|Forum|5 years ago
    andrew_biehle
    Gainsight Employee ⭐️
    andrew_biehleGainsight Employee ⭐️

    Send out program emails at will.New Idea

    Posting on behalf of customer.Currently programs are scheduled to send out emails at predetermined intervals. Customer is asking for the ability to send out emails manually from the program config instead of waiting the x number of days before sending them out.An example would be: Next email in program is scheduled to be sent out 3 days from today but customer would like the ability to send out the email that would be sent out 3 days from now today instead.

    8
    nitisha_rathi
    Forum|Forum|5 years ago
    logan_t
    logan_tContributor ⭐️⭐️⭐️

    Color Configuration SettingsNew Idea

    Hello Teams! This is Logan from Support. I've recently come across a customer use case that surprised me to find we were not able to build at this time.  In Reports 2.0, we have a feature that allows for "Custom Colors" to be used in reports. But to effectively have your colors show in reports, you have to make sure that the Source Object in the ​"Color Configuration" area is the exact same as the Source Object in the Report that you're building.  https://gainsight.zendesk.com/attachments/token/1unqrmKSpHKqhG73Wc3n2Scqb/?name=Screen+Shot+2017-09-07+at+3.29.22+PM+%281%29.png​ So in the above configuration, these fields will only show their configured colors if the report is built off of the Scoring Scheme Definition object. However, the Scoring Scheme Definition does not contain the desired fields to build a proper report.  https://gainsight.zendesk.com/attachments/token/wAwcoCWCagmtz5MIDONB907DI/?name=inline853332694.png​ Company fields cannot be called into a report when built off of Scoring Scheme Definition. It would be beneficial if our Color Configuration was for these fields no matter how they were pulled into the report. So Scoring Scheme Definition fields would still reflect their custom colors even when pulled into a report built off of the Company Object. https://gainsight.zendesk.com/attachments/token/R0Hul5xhkz7T6vcrXCKAnANJf/?name=inline515476574.png​ https://gainsight.zendesk.com/attachments/token/aYeflIvTmdwcXdoesaCdpRCBu/?name=inline263850903.png​ Thanks for the consideration! Also, if there's configurational changes that I'm unaware of that would help our customer achieve their desired results, please let us know! Take care, Logan Thome

    5
    sdrostgainsightcom
    Forum|Forum|5 years ago
    TimBer
    TimBerContributor ⭐️⭐️

    Security Required for AttachmentsNew Idea

    Currently there is an all or nothing policy for attachments included within communities. If you can see the post with an attachment you can download the file. We need the ability to restrict who can download attachments based on either the default roles or custom roles.Currently the functionality required is available for comments. E.g. being able to make comments is enabled on a category basis for each default role or customised role.Use case:We need to be able to make our forums publicly viewable but also be able to restrict the downloading/viewing of attachments to specific membership categories.We may however, choose to allow some attachments to be available to unregistered users.Permission Example 

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

    Petition to move the Schedule button for Rule ChainsNew Idea

    I’m embarrased for even posting this, but today I couldn’t find the Schedule button for rule chains. I use Gainsight quite a bit, but haven’t spent much time with rule chains. I looked high, I looked low. I went into each rule.My only question at the end was why is the button waaay over here? I understand there are often things to do in that part of the screen, but that’s so far in right field relative to the other information you’re practically in another stadium. Maybe we can move it closer, or have a schedule button next to the run button down here on the rule chain? 

    2
    rakesh
    Forum|Forum|5 years ago
    leslietouContributor ⭐️⭐️

    Tracking an element based on textNew Idea

    Sometimes we use similar css on buttons of different purposes and the only differentiator is the text on the button. Would be great to be able to recognize this as a way to track.

    4
    Forum|Forum|5 years ago
    andrew_biehle
    Gainsight Employee ⭐️
    andrew_biehleGainsight Employee ⭐️

    Toggle on/off rule scheduling suggestions.New Idea

    Posting on behalf of customer.During rule configuration if you have fetch’s that don’t have any filters rules engine will display tooltip suggestion to make the rule more efficient. Some use cases don’t require filters on the fetch and having multiple of these suggestions on the page can cause the page to appear cluttered. It would be helpful to have a toggle to turn these suggestions on/off.

    7
    matthew_lind
    Forum|Forum|5 years ago
    ellenoangieslistcom
    ellenoangieslistcomContributor ⭐️⭐️⭐️⭐️⭐️

    Gainsight Usage Report (Internal rep usage of Gainsight)New Idea

    I get an excel file emailed to me every 2 weeks with our internal Gainsight users and their page clicks into Gainsight objects by day.  Currently, this excel sheet is very hard to read as we have about 300 internal users.  I take the excel file and sum the count of page views under the rep name.  I then transpose the data on another sheet so I can sort by Rep and Count of Views to find my highest and lowest users.  I think companies might get more use out of these bi-weekly check ins if there was a summary of page or table.  

    31
    sai_ram
    Forum|Forum|5 years ago

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