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    Idea Pipeline

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    6171 Ideas

    kevin.olayta
    kevin.olaytaContributor ⭐️⭐️⭐️

    Improvements to Timeline features that can be set out of the box by Admins improvement in UX:Released

    With the addition of the Timeline tab, Gainsight has been able to provide easier accessibility to users in submitting entries.  We would like to see improvements in the following areas as the inability to have look-up restrictions has caused downstream impacts in reporting and scorecards. For example, we have new CSMs that are posting Timeline entries at the Customer-level instead of the Relationship-level.  There is currently no way to limit on the Timeline where they can post (Customer or Relationship) and they have difficulty finding how to post to the Relationship. Here are a few enhancements that would benefit all customers of Gainsight: Security features for Gainsight Admins to limit where a Timeline entry can be posted.  For example, the ability to turn off Timeline Customer-level entries and only search for the customer at the Relationship level or vice versa. This would also be great to use universally, but I could see uses cases for profile-level permissions depending on the user. Have the search on new Timeline tab entries be sticky like functionality on the search bar. Currently, it defaults to Customer-level search and you must select Relationship-level search.  When you go back to enter a new Timeline entry, it does remember your last setting. These above same functionality/feature requests for Timeline to be available on your mobile app. Hope to have this on a future release!    

    4
    Forum|Forum|5 years ago
    banthonisz
    banthoniszContributor ⭐️⭐️⭐️

    Control Environment Email EditorReleased

    When editing email phrases in the control environment, you are presented with a slab of unformatted HTML that needs to be copied out into a HTML editor/visualizer. Whilst this offers great customizability (and I’m thankful for that!), it means you gotta bust out another tool whenever you need to change email copy etc.    I would love to see a email builder in the control environment. If that’s not the direction the team wants to take the product, it would be great to have the HTML on a resizable panel on the left, and a visualization of the content on the right. 

    1
    Forum|Forum|5 years ago
    dan_ahrens
    dan_ahrensExpert ⭐️⭐️⭐️

    Add more filters and search to timelineReleased

    Now that we're starting to have more activities recorded in timeline there are a few filter/search use cases that would make finding information easier: Ability to filter by date - this could be helpful when looking for information within a specific timeframe  Ability to search/filter by activity creator - this is useful when looking for entries only created by the previous CSM or only created by a specific contributor Ability to search for internal or external attendees - this is helpful when trying to determine which meetings a specific person attended or how often that person was involved in an interactionThese additional search/filter options would help as the current text search appears to only operate on the title of the activity and the text of the activity entry. 

    12
    Forum|Forum|5 years ago
    Gainsight Employee ⭐️
    sahil_nazirGainsight Employee ⭐️

    Ability to add picture in Cockpit/Timeline (NXT)Released

    As we have rolled out the new feature of adding the picture in NXT which appears only in User management page, do we have any roadmap of introducing the picture feature in Cockpit/Timeline?

    5
    Forum|Forum|5 years ago
    kwienbeckContributor ⭐️

    Grouping Users for Mass At MentionNew Idea

    Can we group users for at mentions based on attributes or flags?  Right now there is a limit to how many people you can at mention at once on a post - and as we start wanting to alert large group, like an entire account team, it would be nice to just have a group name to at mention.  This would also increase adoption by other teams as it would engage them in the tool more frequently. 

    6
    sai_ram
    Forum|Forum|5 years ago
    rajdeep_barman
    Gainsight Employee ⭐️
    rajdeep_barmanGainsight Employee ⭐️

    Compose, send and log email activities at the same time from Gainsight efficientlyNew Idea

    If you were to send an email communication to multiple companies and log it at the same time today you would need to manually copy and paste the email, in Gmail/Outlook etc, to each customer and use GS Assist to Log to Timeline each time. Imagine now doing this in 4 broad steps:Compose the email from within the app Select companies and related recipients for each Click a checkbox to log as an email activity Click the send buttonVoila! 

    2
    Forum|Forum|5 years ago
    pheskethContributor ⭐️⭐️

    Notification - Read and UnreadNew Idea

      Currently all notification remain, with the same time stamp whether they were created 1, 2, 20 days ago. After clicking and reading the notification, the status does not change in the notification pane.   It would be great if notifications had accurate time stamps, but also had a status such as new, read, high priority or other. Currently, we can only clear all notifications, which is helpful but not an ideal solution. There are no ways to view old notifications, so instead of clearing them I would prefer to have a ‘Mark as read’ type of functionality so that I may go back and reclick a notification that I want to revisit.

    5
    Forum|Forum|5 years ago
    alex_legay
    alex_legayHelper ⭐️⭐️⭐️

    Show helpful message when clicking opt out link in email testNew Idea

    It is expected that Opt-Out links don't function in test emails. Can we have a more helpful message for this? Right now it says the following The link you're trying to access is invalid. Contact your Admin to receive a valid link. This leads to people think the unsubscribe link doesn't work and causes concern.

    3
    Forum|Forum|5 years ago
    mary_taylor
    mary_taylorContributor ⭐️⭐️⭐️⭐️

    Is there a way to update the values in the Type dropdown in CockpitNew Idea

    Is it possible to add another Call to Action field to the ‘Type’ drop down in cockpit?   And if so, how do you do it? 

    8
    gunjanm
    Forum|Forum|5 years ago
    jean.nairon
    jean.naironExpert ⭐️

    Refresh SFDC Sandboxes and GS ConnectionNew Idea

    If you’re looking to refresh your Gainsight sandbox, there’s a great article here for how to do it: Refresh an existing sandbox. This feature allows you to refresh your Gainsight sandbox so that it has all the latest configuration and data from your production org. But if you have to refresh your Salesforce Sandbox?If you’ve ever refreshed your Salesforce sandbox, you most likely ran into issues with your connections to your Gainsight sandbox. The challenge is Gainsight doesn’t recognize the new SFDC Sandbox.What happens in the background when you refresh a SFDC Sanbox is SFDC removes the old instance and creates a brand new instance that matches your Prod instance. If you check the SFDC Org ID for the original sandbox and the new one, you’ll notice they are different. I found this post before in a SFDC forum that helps to explain this but I don’t think this information is listed in their support community: https://salesforce.stackexchange.com/questions/231425/what-exactly-does-refreshing-sandbox-doDuring a refresh, what happens is that Salesforce creates a brand new org that contains all of the objects, fields, page layouts, record types, users, and so on that the source org has so that it is visually identical to the source org. This is referred to as the metadata, or simply the "data about data."All sandbox copies go through this step. Sandboxes that are based on templates, and partial and full copies, also get some or all of the records copied. Records are simply referred to as "data."As a concrete example, a custom field is metadata; it describes the properties of the field, such as what type of data it can hold, its maximum length, validation rules, and so on. It is data that does not belong to any specific record, but instead describes how specific records are laid out in the database.In the activation process, Salesforce then takes the brand new org and marks it as the active version of the org, and the old org is flagged for deletion. At some future point in time (usually about 2 days), the old version of the org is permanently deleted from the database. Within Gainsight’s SFDC connector, GS tracks the SFDC org it is connected to via the oauth login details. As described above, when you refresh your SFDC instance, the old sandbox disappears so Gainsight can no longer find this organization. To resolve this, you currently need to contact Gainsight to switch which SFDC sandbox Gainsight should connect to. My ask is: 1. Can you display the SFDC Org ID on the connector screens. I know this data is not required to add the connection, but I think it will make it more helpful for admins to understand which SFDC org Gainsight is connected to.   2. Can you show the SFDC Org ID on the main connector screen as well once the connection is established. This will help to identify which SFDC org the connector is connected to. 3. Can you also include a status indicator that shows whether the connection works? Ideally something that is similar to the rules engine status icons. If GS is able to find the SFDC org, this icon should show as green. If SFDC can’t find the org because it was refreshed and removed, it should show as the red sad face.   4. If the smiley face turns red, would it be possible to edit the connection details (org ID and oath credentials) and then re-connect the org? 5. Once the SFDC sandbox connection is updated, it currently breaks are jobs. It looks like GS no longer recognizes the jobs that were previously created because they were connected to the old org. If all objects and fields are the same in the new SFDC sandbox, would it be possible to update all the previous jobs automatically? That way admins would not be required to rebuild them all? Thank you, Jean

    1
    sai_ram
    Forum|Forum|5 years ago
    chris_mudd
    Gainsight Employee ⭐️
    chris_muddGainsight Employee ⭐️

    Report on External Attendees from TimelineNew Idea

    We would like to be able to report on external attendees from timeline data.  More importantly being able to report on the most recently contacted attendee.  Use Case: We want to be able to see when a team member last reached out to a specific point of contact (External attendee). Would be nice to be able to see a widget like this in the C360: Name Title Role Activity Type Most Recent Activity Date  Joe Smith Operations Analyst Day-to-Day Call 10/5/2017 10:00:39 AM  Jane Doe Director of Operations Technical Champion Meeting 9/30/2017 2:30:45 PM  Jessica Rabbit CIO Executive Sponsor Meeting 9/30/2017 2:30:45 PM

    12
    dan_ahrens
    Forum|Forum|5 years ago
    ellenoangieslistcom
    ellenoangieslistcomContributor ⭐️⭐️⭐️⭐️⭐️

    Time of Task and Sync to Outlook CalendarNew Idea

    Our CSMs are requesting that Tasks have a due time (not just date) and that you are able to sync them with their outlook calendar.  If they tell a customer they will call them at 2pm, it would be nice if the Gainsight CTA that they set for themselves had a task with a time of 2pm that would show on their outlook calendar.  

    5
    Forum|Forum|5 years ago
    rajasekhar_parasu
    Gainsight Employee ⭐️
    rajasekhar_parasuGainsight Employee ⭐️

    Decimal point values being rounded off in the Cockpit and Success planNew Idea

    we are showing decimal point values being rounded off in the Cockpit and Success plan sections. But a few customers want to see the actual values. 

    4
    sriram pasupathi
    Forum|Forum|6 years ago
    cameron_wright
    cameron_wrightGainsight Employee ⭐️⭐️

    Data Designer - handling of text area fieldsNew Idea

    Currently when you use data designer and have a text area field and when the MDA object is created via data designer it converts the field to rich text area, which you cannot filter on and we need the ability to filter on a field and not have it convert to a different field type.    Please add support for the text area datatype field. 

    9
    phani_kumar
    Forum|Forum|6 years ago
    mary_taylor
    mary_taylorContributor ⭐️⭐️⭐️⭐️

    Make the Data Designer Folder Structure StickyNew Idea

    We’ve organized our Data Designer jobs into Folders, but the default view when you go into Data Designer is to see all jobs.  I then click on the folder I want, edit/configure a job in that folder, and when I go back to list I am not in the folder anymore, I’m in the ‘All’ list.  I’d like to return to the folder I was in as you do in the Rules Engine.

    2
    sai_ram
    Forum|Forum|6 years ago
    amanda.wachendorfContributor ⭐️⭐️

    Allowing External Users to Edit Success Plan InformationNew Idea

    We would like to allow external users to edit Success Plan information. We have plans created around client project and now have several clients who wish to edit the plan information independently such as updating the project team, goals, success metrics, resources, etc. We currently have one client refusing to use success plans due to the limitation of not being able to edit the plan information. This would allow our clients to take a more active role in their success plans generating ownership and buy in. 

    4
    sai_ram
    Forum|Forum|6 years ago
    darkknight
    darkknightExpert ⭐️

    Absence of DataNew Idea

    There is a common, recurring need within Gainsight when it comes to absence of data.  In many, many situations, we would want to report on or action on accounts where something doesn’t exist.  For example:  Or things likeCustomers who have never had a CTA triggered with Reason Code XYZ Customers with no active Success Plan Contacts who have never received an EmailThese instances require either multiple merges/transformations in Rules or (more recently) custom Data Designer sets to account for the missing data, resulting in more data (and somewhat duplicative)  sources to manage.This may be wishful thinking, but It would be great if Gainsight could come up with some ‘out of the box’ solutions for things like this that don’t require as much administrative and maintenance effort.  

    6
    Forum|Forum|6 years ago
    justine.rae
    justine.raeContributor ⭐️⭐️⭐️

    Member directoryNew Idea

    Ability to search an aggregated member directory to find other members based on geo, vertical, and name -- will make it easier for private messaging and building meaningful connections.

    2
    Forum|Forum|6 years ago
    bhavik.shah
    bhavik.shahContributor ⭐️⭐️⭐️

    Manually tag an EWS/CTA/Scorecard to Timeline activities (existing or new)New Idea

    I need an option to tag an open CTA / Success Plan Objective / Scorecard Measure to either an existing timeline activity OR to a new activity being created from the General/Company 360 Timeline tab. Example: Currently the only way these associations work is if someone creates a new Timeline activity from the Timeline tab available in the preview of the CTA/Scorecard measure.Not having this option makes it impossible to associate outbound emails (which are logged via the email to timeline or via Gainsight Assist) with any CTA / Scorecard measure.

    2
    nitisha_rathi
    Forum|Forum|6 years ago
    mary_taylor
    mary_taylorContributor ⭐️⭐️⭐️⭐️

    Allow for R360 sections sourced from multiple associated objectsNew Idea

    Today if we create a new section on the R360 it is done by pulling an associated object into the Relationship layout, and then specifying the reports created off of the object that you want available in that section.   Would it be possible to allow an R360 section to be defined by more than one associated objects?  Maybe an ‘associated object group’ concept.  For some of our relationships we have a LOT of R360 sections and it’s overwhelming to the CSM.  The reason for the number of sections is due to the reports being created off of different objects.  If we could create a new section based on more than one associated object it would simplify the R360 layout, and we could provide access to the multiple reports through the report drop down in the section.  Especially with the introduction of Data Designer.  We are constantly creating new Data Designer objects that join multiple objects, and each Data Designer object requires its own section on the R360.

    1
    Forum|Forum|6 years ago
    carolyn_dibuono
    carolyn_dibuonoContributor ⭐️⭐️⭐️

    Ability to share NPS 2.0 with viewer usersNew Idea

    I’ve had a few customers ask for the ability to share the NPS 2.0 tab with Gainsight viewer users. This is not easily doable today.   In order to share NPS results currently, admins must recreate NPS analytics in the dashboard and share with viewer users. This is not ideal a) because the reporting already exists in Surveys / NPS 2.0 tabs and b) because you can not exactly replicate the NPS 2.0 reports in report builder.   To minimize admin work and recreating the wheel, it would be create if we could deploy Sharing on the NPS 2.0 tab (similar to Dashboard sharing) that would allow us to share the NPS analytics with viewer users. It’d also be great if we could export the raw data that is being considered for each report, but that is a secondary request.   Thanks!

    5
    heather_hansen
    Forum|Forum|6 years ago
    hardik_mota
    hardik_motaHelper ⭐️

    Bulk API logs EnhancementNew Idea

    Hi Team, I’ve got multiple request from customers to enhance the bulk api connector logs for failed jobs. In most of the cases, Job status says “Failed” with 0 success and 0 failed records. In this case, customer doesn’t understand the exact root cause of the issue because there is no error file generated. Screenshot : https://share.getcloudapp.com/wbu7PPGqBest,Hardik

    3
    pgeorge
    Forum|Forum|6 years ago
    alanclosContributor ⭐️

    Journey Orchestrator Query Builder Field MappingNew Idea

    It would be nice if you didn’t have to remap all of the fields if you change/rerun the query. in the step one.  I understand some warnings/alerts if those fields mapped are no longer valid, but this is a pain when you have many fields you are working with.  

    2
    nitisha_rathi
    Forum|Forum|6 years ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Export CTAs and Tasks in one reportNew Idea

    I know it’s possible to export both the CTAs and Task details, but these come through as separate files. Would like to be able to export one file which includes CTAs with all details, and the corresponding tasks nested under these (and also have the columns in a useful order rather than alphabetical).   

    8
    sai_ram
    Forum|Forum|6 years ago
    kevin_ly
    kevin_lyHelper ⭐️

    [Survey Performance - Multi Question] Show Open Text Answers in Global/General ViewNew Idea

    Posting on behalf of a customer. It is found would view Survey Performance of a Multi Question, Open Text Answers are not being shown in the global/general view, although there are answers. In below image you can see how there are 4 responses, but the below widget shows just “Open text Question” In order to view the answers, you would need to click on the bar in the bar graph itself or change the “Questions” dropdown to that particular question. It be nice to show it in the general view also as things can be viewed in one area, like all the other questions currently. Currently it looks odd when the other questions shows something , but the open text doesn’t.

    2
    sai_ram
    Forum|Forum|6 years ago

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