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    Idea Pipeline

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    6160 Ideas

    arkadiusz.chruscielContributor ⭐️

    Staircase - account viewNew Idea

    I created some custom fields such as decision criteria, decision process etc (number field). However, the thing is that I cannot change the order over there I know that some of them are hardcoded like tier, revenue etc. But the rest, even the custom field I'm not allowed to adjust the order   Some filed like contract start date, or APP ID is not needed for as well  

    0
    Forum|Forum|3 months ago
    waynedilworth
    waynedilworthContributor ⭐️⭐️⭐️⭐️⭐️

    In-Line Report Editing should track True User Info for "Modified By" not as "System Administrator"New Idea

    I have a real-time rule tracking changes on a Relationship Field.  When a user changes the tracked value via an In-Line Editing Report - Gainsight is capturing Modified by as the “System Administrator” rather than the true user.   This adds little value in tracking changes. Bottom record I used the Real-Time Rule Action to Populate “Modified By” with a Lookup to User.  Top 2 records, I made a custom field “ChangedByName” to alleviate any confusion with the system field “Modified By.”Suggest changing to track actual user info for those who change values via in-line editing.Also - I believe there are initiatives in development to track changes as a feature in Gainsight - those features should consider meeting the same objective - to populate with actual user info for in-line editing. 

    1
    HollySimmons
    Forum|Forum|3 months ago
    tom_gerth
    tom_gerthGainsight Employee ⭐️⭐️

    Dashboard global filters using OR logicOpen

    While doing a bit of troubleshooting on behalf of a customer, I've noted that we cannot seem to use an "OR" logic on "Global Filters" in a dashboard. What I mean by this is if I have a dashboard with four reports, all of which have the same two common filters using OR logic, I would be good to have the common filter on the dashboard reflect "A OR B" logic when applying the filters at the Global level.

    27
    mobrien14
    Forum|Forum|3 months ago
    Fiona.auContributor ⭐️

    Add invite link functionality to hidden groupsReleased

    Currently in private groups, we’re able to create an invite link for members to join the community and group at the same time. However, this functionality is currently not available in hidden groups. It would streamline group creation for administrators by enabling invite links in hidden groups.

    12
    Forum|Forum|3 months ago
    maria.friedrichContributor ⭐️

    Report Cheatsheet Usage at R360Released

    Currently is only possible to understand the usage/adoption of Cheatsheet at the C360.It would be great to be able to report, and get insights on our users on Cheatsheet at R360 level.Thank you!

    3
    Ritika Jindal
    Forum|Forum|3 months ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Allow mapping of user fields from Gainsight to StaircaseNew Idea

    Would love to be able to pull over fields from the User object in Gainsight over to Staircase.Use Case:We have a “Team Role” field on the User in Gainsight that I’d love to be able to pull into Staircase so that I could build reports at that level.  Quick example:  We just started a pilot with the Support team members, and in building reporting, it’s complicated to get to them. 

    0
    heather_hansen
    Forum|Forum|3 months ago
    AnitahgContributor ⭐️⭐️⭐️⭐️⭐️

    Schedule product updatesDiscovery

    Hi, would it be possible to be able to schedule posts? Our tech writers publishing release notes and our documentation would in particular benefit from this feature. 

    23
    Larry
    Forum|Forum|3 months ago
    salmamohamedContributor ⭐️

    Sync tasks to calendarNew Idea

    It’s nice to be able to sync activity and cta’s, but it’s not really valuable as you cant sync tasks yet. I would only use this feature to be reminded of what I have to do. 

    14
    Forum|Forum|3 months ago
    im4tide
    im4tideContributor ⭐️⭐️⭐️

    Option to Sync Tasks not Just CTA's in OutlookNew Idea

    We just showed our CSM the Outlook calendar integration and it was a big hit. The very 1st thing they all asked was whether or not they could sync ‘tasks’ not just CTA’s. This ask supports the idea that a CTA is the overarching item and many CTA’s would have multiple tasks on various dates that need to handled and they want to see those pieces on their calendar.

    1
    Forum|Forum|3 months ago
    t.nelsonContributor ⭐️

    Can't download dashboard widgets in expanded viewNew Idea

    Within a dashboard, widgets/reports are available for download within the standard view.  However, once expanded, the ellipses for download disappear.  Ideally, these functionalities would remain available in the enlarged view as well.

    0
    Forum|Forum|3 months ago
    t.nelsonContributor ⭐️

    Ability to complete task within Timeline interfaceNew Idea

    When a task is created on an Activity, it cannot be marked as complete within the Timeline interface unless the Activity is opened in Edit mode.  Ideally, the checkbox would be able to be leveraged directly in the Timeline view.

    0
    Forum|Forum|3 months ago
    Gainsight Employee ⭐️
    avalleGainsight Employee ⭐️

    Suggestion Mode: Ability to Show and Auto-Map Only Newly Detected Features Since Last SessionNew Idea

    Currently, Suggestion Mode in Product Mapper analyzes the full product and suggests a feature tree based on all detected URLs and clickable elements. However, customers with frequent release cycles (e.g., bi-weekly) have no way to filter suggestions to show only features that are new since the last mapping session.Use Case: A customer using Suggestion Mode for all their instrumentation wants to run it after each bi-weekly release and see only the net-new features detected — not the entire product tree again. Today, Suggestion Mode re-surfaces everything, making it difficult and time-consuming to identify what's actually new.Request: Enhance Suggestion Mode to include a "What's New" or "Delta View" option that:Compares the current product scan against the last saved Product Map Surfaces only features/URLs that have been newly detected since the last session Allows the admin to review and auto-map only those new features with one clickExpected Benefit: This would make Product Mapper maintenance significantly easier for teams with agile release cycles, reducing the time spent reviewing already-mapped features and ensuring new features are instrumented quickly after each release — without requiring manual review of the entire product tree.

    0
    Gainsight Employee ⭐️
    Forum|Forum|3 months ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Customize AI Cheat Sheet sectionsReleased

    Allow admins to re-order or remove sections of the AI Cheat Sheet in each 360 layout so it is configured in the way end users are looking for information.

    9
    dayn.johnson
    Forum|Forum|3 months ago
    sandeepchidiriHelper ⭐️

    Create a timeline activity from the rules engine that is NOT a milestoneNew Idea

    Hi Team, Currently from rules we can create activities only for milestone type , In our road map do we have any possibility to give the option to create for other activity types as well ?

    16
    revathimenon
    Forum|Forum|3 months ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Allow Rich Text Widget on all C360 page configurationsNew Idea

    The Rich Text Widget in Dashboards is a very helpful way to embed help text directly onto the page. We use it most for enablement purposes - to describe how to use the page and to provide links to help docs.There is a valid use case to have Rich Text Widget available to be inserted in all types of C360 pages. For example, I’m considering creating a form on the C360 using inline report editor. I would love to have text on the page that gives information on the form, how to “submit” it, instructions on the process, etc.

    4
    dayn.johnson
    Forum|Forum|3 months ago
    bradley
    bradleyExpert ⭐️

    Add Relationship to Already Created CTANew Idea

    Today, once a CTA has been created as a Company CTA, you cannot add a Relationship to it, even if that CTA Type is available for that particular relationship.This means, that as a user, if you created a CTA and forgot that step, or you want to retro-actively add it due to a new workflow, you would have to delete that original CTA and create a new one. This is not idea, because 1) that is an obscene amount of extra work to add a value to a field 2) You would lose out on the original metadata including, but not limited to - the original CTA created date, original due date, task completed dates, etc. If I have an already created CTA, the OOB Relationship field should be editable as long as that CTA type is available for that Relationship type. Even creating secondary, duplicate lookups is a waste of time because then you have two places to enter in the same data and it gets to be a confusing mess. The fact that we cannot change this makes for a poor use experience and a very inflexible design that doesn’t allow for admins to cater to complex and/or evolving business needs.

    5
    dayn.johnson
    Forum|Forum|3 months ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Allow standard fields to be editable from CTANew Idea

    Hi all,Today, it’s not possible to edit company or relationship standard fields from CTAs when those fields are displayed on the CTA layout.The “editable” tick box is greyed out.However, I can think of many use cases where this would be extremely useful, the principal one being a New Customer Assignment / Kick-Off CTA per the following flow: New customer is created in Gainsight with a rule  A CTA to signal that new company record is assigned to a user, for them to review and assign the customer to an engagement model and a CSM The reviewer reviews the information about that customer directly from the CTA to make a decision on their engagement model, and based on that, sets two custom fields (Engagement Cadence and Engagement Model) and two standard fields (CSM and Stage) which are displayed under the Company tab of the CTAToday, I am able to set the engagement model and cadence from the CTA and have to visit the Company C360 to update the CSM and the stage. Considering this is all part of one process, handled with that kick-off CTA, I’d like to be able to do everything from the CTA.My ask:Allow standard field edits from CTA layoutAllow company standard fields to be editableAllow relationship standard fields to be editable  I believe that ties in with the in-line editing work, although a bit different but that’s really the same spirit.  Thanks for considering this request.A. 

    8
    dayn.johnson
    Forum|Forum|3 months ago
    rhenry
    rhenryContributor ⭐️⭐️

    Add Linked Objects to Success PlansNew Idea

    Hi!My team would like to see linked objects added to success plans. This would push it up one level from objectives/CTAs. We would like to see linked objects associated to the success plan so we can tie specific objects from Salesforce. This would help in cases of onboarding and expansion success plans. Example., success plans can only be tied to one relationship but customers can have numerous add-ons/versions, having the ability to link the contract would make it easier for CSMs to see all the product lines and versions without navigating away from the success plan each time and know which templates to add. Also, having the link to the objective is just as cumbersome in these cases as a CSM has to navigate down to the objective level every time. 

    8
    dayn.johnson
    Forum|Forum|3 months ago
    alylo
    alyloContributor ⭐️⭐️

    Ability to save brand colors and font in Journey Orchestrator Template BuilderNew Idea

    Requesting functionality to save approved colors and font(s) in the JO Template Builder to make our emails compliant with branding standards. As of now, changing button and title colors requires us to copy and paste HEX codes over and over, but it would be ideal if we could save settings (like standard button color), or at least apply one of a handful of saved colors. Additionally, the font options are very limited, and it would be nice to be able to upload or reference a font for repeated use.

    7
    dayn.johnson
    Forum|Forum|3 months ago
    ErikaContributor ⭐️⭐️⭐️

    AI Follow Up: List Invitees Separately from AttendeesNew Idea

    When using AI Teams Follow Up, all external invitees are listed under the External Attendees section in Gainsight, even if they did not actually attend the meeting. This is inaccurate and confusing for my CSMs. 

    0
    Forum|Forum|3 months ago
    jenlpro
    jenlproHelper ⭐️

    Allow Real-Time Rule Events Based on Custom ObjectsNew Idea

    I have a use case where we have a custom, low-volume object called Value Case which we use to track customer-reported ROI. We have a stage-like dropdown field on this object, and we need to keep track of each record’s stage movement. For example, if a record is saved on creation in Stage 1, and later the record is modified to Stage 2, we need to be able to see which date the record moved from Stage 1 to Stage 2. However, we anticipate there being several fringe cases or human errors that cause Stage 1 to move to Stage 2 and back to Stage 1, OR for Stage 1 to move to Stage 3 accidentally, when it should move to Stage 2. We want to use Real-Time Rules to capture the movement in (close to) realtime to store this movement in a custom object called Value Case Revision Dates. Given the current limitations on realtime rules, we are only able to configure these rules using limited Internal Events as the trigger: Company, Call to Action, CS Task, Relationship, and Relationship Type. For Real-Time rules to truly be impactful for our organization, we would need the ability to run them based on custom object events. 

    11
    dayn.johnson
    Forum|Forum|3 months ago
    kelly
    kellyHelper ⭐️⭐️⭐️

    Allow Dynamic JO Schedule changes without having to EditNew Idea

    After the enhancement for the dynamic program edit functionality was released, the ability to edit the program schedule has gotten significantly worse. In standard JO, you can edit the schedule without having to edit the program. You used to be able to do this in dynamic JO too.Now, you have to wait for the cloned program to be created, then counterintuitively proceed with Publish to even be presented with the schedule after a bunch of warnings of the impact of publishing an edited program. You can access the schedule from within an active program - why was this function removed? I’m trying to prevent the schedule from running, I can’t change it to One Time (like you can in standard JO), and I can’t set the scheduled end date to the past, so I’m not able to actually stop the schedule when I want to and have to let it run one last time, unless I want to stop the program entirely (which I don’t, it has active participants in various steps). Can’t change to One Time, can’t choose a past date 

    3
    dayn.johnson
    Forum|Forum|3 months ago
    CarollynnC
    CarollynnCContributor ⭐️⭐️⭐️

    Additional Configurations for Due Dates Based on Calendar DatesNew Idea

    I’d like to request additional functionality within the configuration of Due Date assignments where due dates are required. E.g. CTAs level, Task Level, Success Plan level, Success Plan > Template> Objective level.For our use case, the ability to assign objective due dates is the most limiting. For example, we have an annual Success Plan end users manually create in advanced of year end so they’re able to complete steps needed to prepare the Success Plan for use. The due date of this Success Plan should reflect the last day of the next calendar year (12/31/2023). Current configuration limitations means they’d also be required to update all the due dates at the objective level manually as an added step, in addition to updating the Success Plan level.Currently you’re able to assign the dates based on two selections: Assign Date + days OR Objective Start Date + Days.  Pictured below:  What we are requesting to see is something to the effect of:Custom Date Last Day of Current Calendar Year Last Day of Current Calendar Month Last Day of Current Calendar Week Last Day of Next Calendar Year Last Day of Next Calendar Month Last Day of Next Calendar Week First Day of Next Calendar Year First Day of Next Calendar Month First Day of Next Calendar WeekIt’d also be important to include fiscal year within these options in addition to the above. 

    4
    dayn.johnson
    Forum|Forum|3 months ago
    bradley
    bradleyExpert ⭐️

    Allow Admins to Disable Linked Object Record DeletionNew Idea

    I saw this post, requesting that deleting a CTA not delete the associated linked object(s) but I think this request is different enough that it deserves its own post. At the very least, it has not been implemented even if there is overlap. Here is a use case/context around this: You have a low volume custom MDA table that you have configured as a linked object to a Lifecycle or Objective CTA for example.  On a C360 report, users can add or modify records to the table but they can not delete them. As a linked object on a CTA, users have the following actions however: Create New record Associate Existing record to the CTA (and then modify it) De-Link the Associated Low volume Record DELETE the associated Low Volume Record The last option actually deletes the record out of the object and is visible in data management: This opens the possibilities for end-users to completely remove a record from an object whether they intended to do that or not. While a confirmation dialogue box does come up, the de-link vs delete distinction is not one all end-users will always action on appropriately. At best, deleting a record in this way only negatively impacts the single user. At worse, it could cause major downstream problems. Please give admins the option to disable the ability to delete these records as a permission, part of the linked object configuration or something. As it is, this presents a blocker for us in adopting this feature. 

    8
    dayn.johnson
    Forum|Forum|3 months ago
    darkknight
    darkknightExpert ⭐️

    Cockpit: Custom CTA fields should be visible by defaultDevelopment

    In the Create CTA layout, Custom CTA fields are buried beneath an “Add More Details” link that obscures what may be crucial fields we want end users to populate.  End Users are forgetting to populate them because they are not immediately visible.  All fields should be visible by default when creating a CTA, preferably in amongst the fields above the CTA Comments.  Users can choose BONUS POINTS: It would be great if admins had more control over the Create CTA layout and could rearrange the fields the way we want them.     

    22
    dayn.johnson
    Forum|Forum|3 months ago

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