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    Idea Pipeline

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    6160 Ideas

    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.

    0
    Forum|Forum|4 months 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. 

    0
    Forum|Forum|4 months 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.

    0
    Forum|Forum|4 months ago
    Christa Brown
    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.   

    7
    Forum|Forum|4 months ago
    JKelley
    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 

    34
    Forum|Forum|4 months ago
    tiffany.oda
    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.    

    12
    Forum|Forum|4 months ago
    jvdc
    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>

    0
    jvdc
    Forum|Forum|4 months 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.

    0
    Forum|Forum|4 months ago
    Gainsight Employee ⭐️
    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.

    0
    Gainsight Employee ⭐️
    Forum|Forum|4 months ago
    mmayhall
    Gainsight Employee ⭐️
    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 

    0
    mmayhall
    Gainsight Employee ⭐️
    Forum|Forum|4 months ago
    Rodion
    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.

    3
    marekkoszlak
    Forum|Forum|4 months 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

    7
    marekkoszlak
    Forum|Forum|4 months ago
    jvdc
    jvdcExpert ⭐️

    More granular control over badges: conversations, questions, ideasOpen

    Hey,Now that all kinds of posts (conversations, questions, ideas, articles, product updates) can be posted in a Category, it would be good to have more granular control and be able to select the type of post that triggers the awarding of the badge.For example, we are interested in having 2 different badges, one that is for posting questions, and one that is for ideas. But now we have the risk that both get awarded.

    3
    jvdc
    Forum|Forum|4 months ago
    mightylud
    mightyludContributor ⭐️

    GS Home Summary Ribbon Clickable LinksReleased

    Currently we are using Cockpit in the Summary Ribbon for quick view of CTAs for our CSMs. It would be nice if it would bring up a Breakdown (similar to reports) or bring them directly to Cockpit for action on these CTAs. 

    3
    pgeorge
    Forum|Forum|4 months ago
    Tomas Trijonis
    Tomas TrijonisContributor ⭐️⭐️⭐️⭐️⭐️

    Make clicking on the CTA name in the Summary Ribbon open the CTAReleased

    So apparently this is an “intended” design:If you use the out of the box “Cockpit” widget in the new Home’s Summary Ribbon and open any CTA report like “CTAs due this week” you cannot open any of the CTAs. Funny enough you can close them, but because of the needlessly limited real estate you can hardly read the name of the CTA. The widget feels hardly usable and not at all actionable.Please allow users to open the CTA from this window.

    9
    pgeorge
    Forum|Forum|4 months ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    increase CTA name column width in GS Home CTA summary ribbon widget drill downReleased

    The column width for the drill down of the OOTB CTA Widgets in Gainsight Home Summary Ribbon is incredibly tiny. All columns are treated the same in terms of width, when CTA Name should have priority and be larger. Right now, it’s truncating CTA name to about 10 characters...not even enough to get the full first word of a CTA name…To add fuel to the fire, the column widths are not sticky, so if a user spends time readjusting to get the CTA name in full (which, they need to do), they are stuck doing this every single time they access the drill down. Not a good user experience at all. 

    4
    pgeorge
    Forum|Forum|4 months ago
    mark_walsethContributor ⭐️⭐️⭐️

    Allow more than 20 real time sync fields in Salesforce ConnectorNew Idea

    Our organization needs more than 20 real time sync fields in Salesforce Connector that stay in sync between Salesforce.  We had this in the previous Salesforce app version of Gainsight.  This is a degraded capability in NXT that our organization has struggled with since upgrading to NXT (upgraded before bi-directional sync was added - told it would be added - but stopped at 20 fields).  Our clients have complex financial vendor/ technology ecosystems that we track up to and beyond ~100 attributes to better understand and service clients.  With our team using Gainsight and other parts of our ORG keeping this information current with Salesforce.  Our team needs to stay in Gainsight rather than having to go back to Salesforce to update these fields, and we need to avoid conflicts with other groups updating - hence, the need for real-time bi-directional sync for this.

    0
    Forum|Forum|4 months ago
    Gainsight Employee ⭐️
    gschardanGainsight Employee ⭐️

    Way to Export or Report on Recycle BinNew Idea

    Hey Team, It would be great to have a way to report on the recycle bin or be able to export the data. 

    0
    Gainsight Employee ⭐️
    Forum|Forum|4 months ago
    copperml
    coppermlContributor ⭐️⭐️⭐️⭐️

    Turn off email notifications - specifically for Best AnswerOpen

    Hi, Matt from the support team informed me it is not currently possible to turn off the email notification a member receives when a Best Answer has been chosen for their thread.I am requesting the ability to turn off those email notification because:I want to do Best Answer housekeeping without notifying members about months-old threads Members receive a Best Answer notification even when they are the one who selected the Best Answer. This is redundant and annoying. We work with our members until we get a thank you comment, meaning they have acknowledged the answer already. They do not need to be notified again when we select the Best Answer.This request extends to all system emails. We need to be in control of what communications our members receive. 

    7
    Forum|Forum|4 months ago
    Ambar DContributor ⭐️⭐️

    Turn off system emails for individual postsNew Idea

    Hi Gainsight community!Request:I am requesting the ability to turn off system emails at the individual post level. Ideally, we’d have the capability to toggle off all system emails, or toggle off specific system emails for any given post.Scenario where this would be helpful:We recently converted a post in Gainsight to a private support ticket in Zendesk to address the user’s question privately. In an effort to remove the post from public view, while retaining the history and historical context of the request, we moved the post to a hidden category.The system email “Is your problem solved? Select best answer” was sent to the user, causing confusion on the user’s end since the post was no longer available to view for the public. Ideally, we would have the option to disable system emails for specific posts, giving us the option to do so when moving a post to the hidden category. 

    0
    Forum|Forum|4 months ago
    marionmungcalContributor ⭐️⭐️⭐️

    Make Timeline fields available in MCP and in-line editingNew Idea

    Time-tracking is a manual task in itself, that’s why we’re looking into utilizing MCP to allow a less time consuming way for users to log activities and track time. However it seems like the Timeline fields are not included in what can be created/updated via MCP, as they are also not available in in-line editing within reports. Can you find a way to make Timeline fields unlocked for automation or mass editing?

    2
    mobrien14
    Forum|Forum|4 months ago
    mattmarcsmith
    mattmarcsmithHelper ⭐️

    Enhancement to Auto Log Email to Timeline featureNew Idea

    Hi all,Looking to request a further enhancement to the released feature:Looking over the Help Docs for this feature (https://support.gainsight.com/gainsight_nxt/Timeline/02Admin_Guides/AI_Follow-Up_Admin_Guide#For_CS_and_Staircase_AI_Customers), it looks like it cannot fulfil our exact requirements.Scenario: Currently we log ALL of the organisation's emails into Staircase and determine which users can see the detail of all the comms by setting the roles correctly (i.e., User, Manager, or Admin). A User for example can see details of time, subject, recipients, sentiment and lifecycle tags for all emails, but cannot see the email body. That way if a significant event is tiggered (e.g., Extremely Negative Message), they can see who the email was sent to and reach out for more detials and offer assistance, but still retain privacy.Issue: It seems that the only way to determine what emails are synced to Timeline from Staircase is by using AD groups. We still want ALL emails logged in Staircase, but I don’t see a way to specify a subset of users (e.g., CSMs only) and have only their emails synced to Timeline. As Gainsight doesn’t have a similar comms visibility setting as Staircase, users would be able to see the body text of ALL comms on Timeline and we definitely don't want that!Proposed Solution: If Gainsight can have settings on its end to be able to specify on the UI which users emails can be synced to Timeline from ST (e.g., CSMs) then this will be a good baseline option. Alternatively, having a similar permission setting as Staircase so all comms can be added to Timeline, but seeing the body text depends on a user permission would also work.

    0
    mattmarcsmith
    Forum|Forum|4 months ago
    spencer_engel
    spencer_engelExpert ⭐️

    Let us Report on Who Personalizes FeaturesDiscovery

    This post is mainly dedicated to Gainsight Home and the Customer Journey Widget, both of which can be personalized and both of which admins have no idea which users have personalized and which have not. I’ve run into this with Gainsight Home a lot, but just recently did so with the Customer Journey Widget. One of my users was wondering why he couldn’t see a new milestone I had configured and made available to everyone via the C360. It turns out he must’ve personalized his widget at some point (he didn’t remember doing so), and therefore my C360 changes did not apply to his layout. How are we as admins supposed to be able to report on such instances? As Gainsight allows more and more end-user personalization, we need to have some kind of way to report on this stuff. As it stands, this is a major blind spot for us. Perhaps you can implement something similar to this idea:  

    8
    pgeorge
    Forum|Forum|4 months ago
    waynedilworth
    waynedilworthContributor ⭐️⭐️⭐️⭐️⭐️

    Allow custom fields in Relationship SearchReleased

    We should be able to search on a custom field on the relationships object (and/or passthrough rel-comp field) in the Main Gainsight Search box at the top of Gainsight.We search for customers in Gainsight using a custom 5-digit field on the Company Object.  We use relationships primarily.  When we search for this code in the primary Gainsight search - the result set returns Companies but not Relationships.  If we click on Company, then the Relationships Tab in the C360, we can click on the correct relationship R360.If we search by customer name - Gainsight returns both Customers and Relationships - and we can click directly on the Relationship we want.  This is a big time saver, since we work almost all the time in relationships. Currently we are blocked from searching custom fields on the relationship object “You can search the Relationship only with Name fields. If you add other than Name fields in the configuration, you can only view those fields, but cannot search Relationship with those fields.”Adding the ability to search custom fields on the relationship would be consistent with what is available for company search supporting feature parity for relationships users.

    4
    pgeorge
    Forum|Forum|4 months ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Copilot chat widget in the future?Parked

    Are there plans to make Copilot a chat-like widget within the platform, instead of needing to navigate to a separate page?Imagine this - you’re in Gainsight, on a dashboard or in your Home, and you want a quick insight on an account. You click the copilot icon in the lower-right corner, pop open a copilot chat window, type in, “When was customer ABC’s last EBR?” and get an immediate response.No switching pages. No context switching. All seamless.Many other platforms are starting to take this approach with their copilot functionality. Also, it would increase user adoption + usage as it would always be available on whatever page they are on.Right now, as a basic user, if you don’t know about copilot, you will likely not use it because you rarely need to navigate to the lefthand menu bar

    4
    Ritika Jindal
    Forum|Forum|4 months ago

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