Product Ideas

5890 Ideas

jackie_cofieldContributor ⭐️⭐️⭐️⭐️

Enable others to edit a Timeline note to make it collaborativeReleased

Both our account managers and CSMs use Timeline which is great, the bad part is that they aren't able to collaborate on meeting notes. We have situations where there is a customer meeting, and then both the CSM and AM post notes recapping their insights from the meeting and it clogs up the timeline.  Is an improvement coming where team members can collaborate on a timeline post?

Forum|Forum|10 days ago

jason_hoeContributor ⭐️⭐️⭐️

Timeline to support multi-select dropdownReleased

Hi team! It would be great if we can allow drop downs to be multi-select so you don't have to use a number of check boxes. Can we consider this as an enhancement?

Forum|Forum|10 days ago

sagan_sherlinHelper ⭐️⭐️

Question. Is it possible to report on the "Drafts" in Timeline by User? [Email to Timeline]Open

Hi everyone! I'm currently loving email to timeline, as it's helping us ensure that we're getting communication into the system! But we're running into users that aren't exactly staying up to date on reviewing their 'Drafts' in Global Timeline. So, I was wondering how are others managing the ensuring that their users are reviewing their 'drafts' sections? Ideally, I would like a report that the managers can review to speak with their teams - but I'm not finding where that would be stored... As always, THANK YOU! 🙂

Forum|Forum|10 days ago

meenal_shuklaGainsight Employee ⭐️⭐️

Multi-select picklist option available in TimelineReleased

Customer wants a timeline entry for product audit. In that audit, there will be multiple products that will be audited. How can they mark more than one product in the dropdown that shows up if there is no multi-select picklist option?

Forum|Forum|10 days ago

ajprinceContributor ⭐️⭐️⭐️⭐️

Allow Staircase to write AI Follow-Up to Different Activity TypesOpen

Current Gap:We have a Gainsight health score measure which looks at whether a Business Review has been conducted for a customer. We also use the AI Follow-Up feature from Staircase to automate timeline entries with transcribed meeting summaries from customer meetings happening MS Teams. However, when these AI follow ups are logged from Staircase to Gainsight, they are always classified as a “Meeting” activity type. This means that in order for an automated meeting from Staircase logged to GS timeline to “count” against the scorecard measure, a CSM has to remember to go into Timeline and update the activity type. Maybe they’ll remember to do that, maybe they won’t. And it will affect the customer’s health score if they don’t.Staircase knows and is already detecting when a business review has occurred.As an admin, I don’t have the ability to configure or map this any other way. Proposed Solution:Instead, we’d like to be able to map different conversations detected by Staircase to different timeline activity types in Gainsight. For example, we’d like to be able to map lifecycle events detected by Staircase into different timeline activity types, like:Business Reviews Commercial conversations/renewals Kick-Off calls

Forum|Forum|10 days ago

jen_pakravanContributor ⭐️⭐️⭐️⭐️⭐️

Integration between Timeline Activities and Google CalendarReleased

We have a use case where it would be helpful to see in Gainsight all of the upcoming customer calls/onsites, which we typically have stored in individual CSM calendars. Is there a way to do this presently in the system? If not, I know there's an ongoing thread about CTAs and GCal integrations that I think is similar (and not redundant) to this request.

Forum|Forum|10 days ago

leanneContributor ⭐️⭐️⭐️⭐️⭐️

Adding fields to Timeline ActivitiesReleased

When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox.  Is a "Picklist" type field anywhere in future plans? I'm trying to match the Timeline Call Activity fields to my existing Salesforce Call Log fields, so that the calls will sync over to Salesforce, but we have several required Picklist fields in Salesforce, and I don't want to end up with a lot of messy data from open text fields. 

Forum|Forum|10 days ago

darkknightExpert ⭐️

Change Management log to identify what changes have been made and by whomCurrent Behaviour

As our organization increases adoption of the tool and we have multiple operations team members working inside of Gainsight, there needs to be a mechanism for tracking changes that were made and by whom - both at the administration level and the user level.  As of now any changes have to be tracked manually - if at all. A nice addition to this would be the ability to receive a daily or weekly digest of all administrative changes that occurred.

Forum|Forum|10 days ago

nmills2121Contributor ⭐️⭐️

Add a reports tab to success plansNew Idea

We are having our team do onboarding via success plans, and we keep finding that there is a lot of information that we would like to exist on the success plan. Some of which is stored in tables and not just one field. We would love it if there was a way to add a tab and add reports associated with the company onto the success plan.

Forum|Forum|10 days ago

JNPowerFactorsContributor ⭐️

Converted ARR and other currency fields as a default field call for APINew Idea

I am trying to write some basic calls for collecting reporting data from the Company object using the API and have found that it is not natively possible to collect converted ARR from the API. Support recommended that we create a custom field that holds converted_Arr and or the conversion rate. The problem with this is that it is useful to be able to just call any currency field and sort on normalized data before returning results. Example I want to pull the top 25 companies by ARR in base currency. I want the API to spit out 25 results, not all results, then convert them, then filter again. Also setting up a secondary converted field for every currency field is error prone and an unnecessary waste of database storage and computational resources. And it is prone to error since this would need to be stored individually in every native and custom object. I would love for it to be natively possible in the api to simply have a call include a .converted field transformation or derived field such as:"select": [ "Gsid", "Name", "Arr", “Arr.converted”, "CurrentScore.Name" ] This would ideally convert to the corporate currency defined in the currency management. Alternately it would be helpful to be able to convert to any currency in the currency manager (ie Arr.USD, Arr.SEK, Arr.GBP). This would ideally also function on all APIs with all objects.

Forum|Forum|10 days ago

pmsantosContributor ⭐️

Allow Rich Text for Scorecard CommentsNew Idea

It would be nice if we could bold or italicize comments that are posted for scorecards via rules engine. Right now we are only able to break lines up but it would be nice if we could also have the rich text formatting options. Use Case: we have multiple lines of data we post to our scorecards and we would like to bold the headers for clear distinction between the data and the header.

Forum|Forum|10 days ago

CHillTEContributor ⭐️

Dashboards: Feature Adoption Widgets: Filter Features by LabelNew Idea

When adding Features to an Adoption Dashboard Widget, it would be very helpful to be able to filter the Feature list by Labels. There are several features in our product that “live” in one branch of the Product Tree, but have parts that users interact with on other branches, so to keep a true “tree” structure, Gainsght CS suggested that we keep the main feature in its home branch, and the other pieces of it in their respective branches, but apply the same feature “label” to all of them. As an example, our Automations feature “lives” in the Settings branch of the Product Tree - this is where users go to build their Automations. However, users will also interact with Automations in the People and Jobs branches, when confirming whether a triggered Automation should execute, so those “Confirm Automation Execution” features live int he People and Jobs branches. All Automation-related features have the “automations” label applied.Our Product Team wants a Dashboard widget that tracks ALL interactions with the Automations feature, and the only way to get those into a single widget, currently, is to search/browse the very long feature list, but searching is of limited utility because not every feature has the word “automation” in the name. It’s one of the virtues of the Product Tree, that we shouldn’t have to have long/complicated naming conventions for these features, but without that longer naming convention, I won’t be able to easily find those features in the list to add them to that widget.However, if we could filter the list by Label, all of my Automation-related features would show up, and they’d be very easy to select.This is just one of several places I’d love to be able to use feature Labels.

Forum|Forum|11 days ago

SelinaContributor ⭐️⭐️⭐️

Gamification for eventsOpen

We’re right now working on a special digital event concept in our community and we want to give some badges for participating, sharing, commenting, etc. especially in the event section. We’ll do it manually for now, but it would be super nice to include the events in the gamification concept in the backend. Than we can generate some automatic badges & maybe also some ranks based on the events.

Forum|Forum|11 days ago

jonchenContributor ⭐️

Configurable email digest for community subscriptionsNew Idea

Right now, email subscriptions are all-or-nothing per board or per post. There's no way to receive a rolled-up summary of activity across subscribed content on a chosen cadence.For members managing subscriptions across multiple boards, that means choosing between inbox overload (subscribe to everything and get an email per event) or missing relevant posts (subscribe to nothing and check manually). A digest option would give people a middle path: stay aware of what's happening without committing to per-event notifications.The askAdd a digest option in Notification Settings that bundles activity from a member's subscribed boards and posts into a single recurring email.Ideally it would include:Cadence options, at minimum weekly, with daily and monthly as nice-to-haves Scope control: all subscribed content, or a chosen subset of boards Content coverage: new posts, new threads/replies on subscribed posts/followed members, accepted solutions, each linked back to the source An off switch that doesn't require unsubscribing from the underlying boards or posts Suppression of empty digests so members don't get blank emails on quiet weeksWhy it mattersThis is something members and community managers have asked about. This feature will quietly drive passive members stay connected without committing to checking the site, which tends to translate into stronger long-term engagement.

Forum|Forum|11 days ago

jvdcExpert ⭐️

Allow layout customization in Sections & CategoriesDevelopment

Like it is possible to customize the layout of the main landing page and custom pages it would be great to be able to customize the user experience in each community section and category.

Forum|Forum|11 days 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.

Forum|Forum|11 days ago

Christa BrownContributor ⭐️⭐️⭐️

Differentiated visual identity for private groupsReleased

I’m looking for the ability to make slight variations to the visual identity of private groups in our community compared to all other public pages.Use case: We have customers who are members of our general community but are also members of a private group that only includes other members from their own organization. It can be confusing to them whether they are posting in a forum that is available to all other members in the community or just those that are in their organization.Desired solution: I'd like to be able to change the page background colour of just the private groups to visually denote when they are in their private space. Similar to an incognito tab on your web browser. I'd also like to be able to change the phrase on the lower button (that just posts in their private group) to differentiate it from the button in the upper right corner (that allows them to post anywhere in the general community). Currently, both buttons are linked and if I change using phrases on one, it automatically changes the other even though the functionality of these buttons are different.

Forum|Forum|12 days ago

JKelleyHelper ⭐️

Delegate Group Admin permissions to manage membership and group home pageReleased

We have a large B2B community where we need to be able to delegate ongoing management/ administration of Groups to people other than full platform admins. Specifically, we need to be able to designate a superuser or other employee (or perhaps a custom role?) to administer aspects of the group experience. Not necessarily initial creation of the group, but after that we need to delegate these activities to a Group owner or set of owners:review membership applications / roster updates update home page curated content widget and sticky topics (Ideally) create articles within the group

Forum|Forum|12 days ago

tiffany.odaContributor ⭐️⭐️⭐️⭐️⭐️

Add members to a groupReleased

We want the ability to add Community Members directly to certain Groups. Example Use Cases: For our User Group program, it will allow us to add the Leader of the group to that group. We have a Certification program, and the ability to add Community Members directly to the private “Certified” group once they have passed their exam and earned their certification. Currently, we would have to just email them with a link to the group and ask them to request to join, which seems like a very clunky and not streamlined process. Additionally, we’d definitely get people who never get around to joining, which would be detrimental to the programs. The “invite to group” system email that currently exists would only work for those who are not currently Community Members. Though this would work for those who are just starting their communities or for certain use cases, as communities continue to grow and more people are already in the community, this email loses more and more value. Potential Solution: (Preferred) Option #1: Create an “Add Members” button from the Group Overview page. Create an “Add members” button from the Group Overview page.(Additional nice to have) Option #2: Create an “Add to group” button from the User Overview page. Create an “Add to group” button from the User Overview page.

Forum|Forum|12 days ago

jvdcExpert ⭐️

User API: Improve /user endpoint: support sorting by lastvisit and/or return recent usersNew Idea

Hi everyone,We are currently building a custom user directory and “online users” widget using the /user endpoint via connectors, and we’ve run into a key limitation that makes it difficult to build meaningful activity-based views.✅ Current limitationThe /user endpoint:Supports pagination (page, pageSize) Returns users in default order (likely by userid) Does not support sorting by activity fields such as lastvisitBecause of this:Even when increasing pageSize (e.g. 100–500), we are still only working with a small, unsorted subset of users Sorting client-side only works within that subset, not across the full user base For communities with thousands of users (e.g. ~9000 in our case), this results in: difficulty building features like: “Users online” (or recently online)✅ Feature requestIt would be extremely helpful if the /user endpoint supported one (or more) of the following:🔹 1. Sorting supportAllow sorting by fields such as:GET /user?sort=lastvisit:desc🔹 2. Filtering by last activityProvide a filter such as:GET /user?filter[lastvisit][from]=<timestamp>

Forum|Forum|14 days ago

alok.shresthaContributor ⭐️⭐️

Separate AI Follow-Up and Auto Email CaptureNew Idea

Enhancement Request: Separate AI Follow-Up and Auto Email Capture Connection GroupsCurrently, the new AI Follow-Up and Auto Email Capture release only supports two configuration options: Meetings Only Email + Meetings We would like the ability to separate these settings so Email Capture can be enabled independently from Meetings for selected users.Our use case requires AI Follow-Up for a broader group of users, while Email Capture should only be enabled for a smaller subset of users. The current setup does not provide enough flexibility to support this requirement.Requested Enhancement:Add support for two separate connection groups/configurations: Meetings Only Emails Only This would provide greater control and flexibility when enabling AI Follow-Up and Auto Email Capture features across different user groups.

Forum|Forum|14 days ago

bbovacontiGainsight Employee ⭐️

Add the Ability to Filter or Toggle Company Information by Relationship for AI Cheat SheetNew Idea

It would be helpful to have the ability to filter or toggle company information on and off within the R360 AI Cheat Sheet.We ran into an instance recently where the R360 AI Cheat Sheet was showing company information that did not pertain directly to the Relationship. Data for to the company was displaying alongside Relationship information due to the relationship's association with the Company, despite the referenced meeting having nothing to do with the relationshipHaving company information that is not directly relevant to a given relationship appear on the R360 AI Cheat Sheet can create confusion for users who are trying to focus on relationship specific context. This can be problematic in scenarios where a company has multiple relationships, each with distinct characteristics, goals, or health indicators. Irrelevant company data can muddy the view and lead to misinterpretation or misaligned conversations.Having an ability to only see Relationship information when on the R360 Cheat Sheet would be a welcome addition.

Forum|Forum|14 days ago

mmayhallGainsight Employee ⭐️

Allow Display of Rich Text In-Field in ReportNew Idea

Hello Team! We have received a request for the ability to display rich text field data in-field in a report. Currently, the behavior is that the plain text of the field will display in the report, and the three dots must be used to view the formatted text, which adds a click for users to be able to access the desired data. While it is possible to enable text wrapping, this only wraps the plaintext field value, and does not make the formatted text any easier to access. Having the ability to remove this extra click would be a great value-add when reporting on rich text data, and would open up some pretty interesting possibilities for what customers could do with their data. Thanks in advance for your consideration! Anonymized Example of Behavior: https://share.zight.com/nOux2jlw

Forum|Forum|14 days ago

RodionHelper ⭐️

Add widget with all members onlineDiscovery

We have a lot of suggestions from our mods on this. In our old forum we had a widget with all members who are online on the forum at the moment. https://attachment.freshdesk.com/inline/attachment?token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6NTExMjYzNzQwOCwiZG9tYWluIjoiaW5zaWRlZC5mcmVzaGRlc2suY29tIiwiYWNjb3VudF9pZCI6MTU0MTY1fQ.1X7OHf3TXhv7ushPVH44ClQEAvwLLUjYQc6-LumtjtM That allowed users to see who is online right now and quickly contact to them clicking on the username. So a member did not have to use search to find another member. On the InSided community we have only 5 latest logged in members, and nobody says are they online still or not. We were introduced in widgets topic for your community, and now we want to ask is it possible to show all online members via the widget? InSided support team suggested to post this idea also here.

Forum|Forum|14 days ago

Hide/show content based on roleReleased

Adding a new idea based on what I had previously as a question here: What I’m looking for is additional options per widget that can help align content show with the roles users have in the community. While we have capabilities with the list of categories or featured topics and these work decently, it doesn’t work the same for all widgets.I have a mixed community of customers and non-customers and would like to be able to merchandise more effectively. For example: Show X content only to customers (these are customRole = customer) Show Y content only to non-customers (those without particular roles) Show Z content to folks with both roles (these are “registered users”) Show only certain groups to specific roles Show only certain events to specific roles Show only certain quick links to specific roles Show only certain events to specific roles

Forum|Forum|14 days ago

Idea Pipeline

Filter by idea status

Filter by product area

5890 Ideas

Enable others to edit a Timeline note to make it collaborativeReleased

Timeline to support multi-select dropdownReleased

Question. Is it possible to report on the "Drafts" in Timeline by User? [Email to Timeline]Open

Multi-select picklist option available in TimelineReleased

Allow Staircase to write AI Follow-Up to Different Activity TypesOpen

Integration between Timeline Activities and Google CalendarReleased

Adding fields to Timeline ActivitiesReleased

Change Management log to identify what changes have been made and by whomCurrent Behaviour

Add a reports tab to success plansNew Idea

Converted ARR and other currency fields as a default field call for APINew Idea

Allow Rich Text for Scorecard CommentsNew Idea

Dashboards: Feature Adoption Widgets: Filter Features by LabelNew Idea