It is currently possible to update the layout of CTAs based on CTA type, and it's also possible to update the layout for tasks to display custom fields, however it is not possible to specify different layouts depending on the CTA Type the task is applied to. It would be a great improvement to be able to define a task layout based on CTA Type. Use case: I have a customer who would like to have a Success Criteria field on Objective tasks only, so that they can document success criteria at both the Objective and Task level. This is not possible without adding a Success Criteria field to ALL tasks. Our work around is to add the Success Criteria in a dedicated section of the Task layout (titled: For Success Plan Tasks Only), however this is not an optimal solution; it is confusing for new employee adoption, and may become an issue if they add GS licenses for other groups.
Requested a CSM override capability — e.g., when an account shows high risk but has already renewed for 3 years, CSMs need a way to flag disagreement with the AI assessment CSM disagreements with AI should be clearly visible (e.g., thumbs down with accompanying comments) so it's obvious when a human has modified/rejected an AI assessment Suggested enhanced user interaction tracking — turning CSM notes, downvotes, and comments into timeline-style entries with @mentions to enable accountability
When users use the Forgot Password feature the notification appears: "You have just received an activation link by email. Use this link to set your password again".Users who are not registered will receive the same notification but no email. Some users mistype the email address when registering and then try to use the feature to gain access. If they don't get a hint, it is not useful and they complain. I would like to see a message like "The e-mail address is not registered yet, please check the e-mail address or use the registration".
This would allow for better peer account management in account transitions/temporary coverage and scenarios with multiple account team members.
I keep seeing multiple questions about adding points to people that meet a certain criteria, and exploring the route of finding that criteria and then assigning points from the API seems a bit much for most. While it is relatively easy to filter out the group that you are targeting from Control… Hence, a simple workaround would be to allow the assigning of extra points (or badges) to individual or batches of users from Control.
Let’s save our dear and so important user groups eyes - moderator eyes! Please build dark theme to the Control.Moderators can spend 8 hours or more, viewing Control and different views there. Dark theme would be more gentle for their eyes.Of course there are more user groups who benefits this as well, Community Managers, admins and so on.Dark theme is basic stuff in many communities, apps and web pages nowadays. Hopefully inSided offers community and Control with dark theme for us.Thanks.
Right now you can’t hyperlink anything or format with bold...etc.
There are many problems i have encountered with finding and managing gainsight px.what is needed...1) Ability to sort and filter product mapper entries: by upated date, creator, last modified user, URL, UI Element content - to be able to locate maps - and prevent the same mapper being created numerous times - and to find ones that needed to be updated - as the source page changes2) Dashboard listing page - instead of just a tiny dropdown to look for dashboards inside of. With the ability to sort and filter by - ower - names of widgets, last modified date, and who made the last modifications
Hello CommunityOur standards and practices have gotten us an invite into the official data lake. However, I do not want that team to have access to all Gainsight data. My preference is to create a Data Designer that outputs to a custom object. These designs would give them the filtered data with specific columns and reduce confusion on what to query.It does not look like the Data Designer objects are accessible by API. Can we please update these objects to be accessible?
It would be super helpful to be able to access the back end administration of our Community from a mobile devices. When I got to the public community link now, I can only see the public site. Not looking for an “app” necessarily; just the ability to switch to Admin view and manage the community with a simple click.
We would propose an improved system for handling duplicated usernames. When a username is already taken, instead of suggesting a new username, InSided currently disallows a user from signing up entirely. We would propose a system wherein, when a duplicated username is selected by a user, they are instead given or suggested an incremented username (I.e if username is taken, they would be given username1) This is especially critical for communities using SSO packages to create usernames, where no unique, username appropriate, field is passed from the SSO package to InSided. It would be great that if instead of this roadblock, a system could be introduced that allows the user to enter with an automatically modified username (ex: if johnsmith is taken then you could have johnsmith01, johnsmith02, etc.)
Are there plans to be able to sort on the Person section in the C360? Right now, you can't, and it's keeping a customer from switching to the Person section being the source of truth because it's not as easy to navigate as the SFDC contacts related list in the C360. Is this something we're looking into fixing?
Had an interesting idea come up onsite at Citrix today. Their CSMs asked if we could notify the CSM of big events that are happening with a company they manage. Their example was if in the news, we find that they are getting bought, going public, merging with another company, etc. Something like a company specific newsfeed. It made me wonder if there is some software out there that could capture these kind of things and feed to us. It feels less important for our smaller customers with other smaller customers over their own - but, could be super useful for large Jupiters dealing with their large customers.
Under Cockpit configuration, CTA Reason, when I select CTA Type ALL there is a Default Reason (currently set to "Activity"). I am not able to remove that/set it to blank. So, for example, if I am creating a CTA and select "RISK" as my CTA Type, the Reason defaults to Activity. Because that is the default reason for ALL CTAs. I don’t have a Default Reason set for “RISK” type because I want end users to select one.Because this is becoming the default Reason on EVERY CTA Type, and pre-populates, end users are failing to select the correct Reason Code. So we have dozens of Risk CTAs with the Reason Code “Activity” I asked support if it’s possible to remove the default reason from ALL and here was the answer:I would say our team has a more strict backend change policy nowadays in doing custom changes and likely we won't' be able to avoid future issues/discovery.Although we don't have a way to set it to blank, after reaching out to the team to suggest. Is it possible to create a reason called "Invalid Reason"? Then for the CTAs where CSM hasn't set it would show up in reporting that they would need to reset it to a different reason.If they didn’t notice and change it from “Activity” it’s unlikely they’re gonna change it from “Invalid Reason.”On one hand, yes, this can be viewed as an enablement issue, but on the other hand I would expect that if we don't have a default Reason Code on the CTA Type selected, the field shouldn't populate, forcing end users to select one. Let’s make the product more foolproof.
Hello, Is it on the roadmap to enable reporting from SFDC objects within Spaces on the Community. The reports are visible from the C360 but we get this message from within the Community:
When a user queries Copilot about their portfolio, the thought process does not explicitly state that the results are restricted to the filters currently active on their Home: Copilot - though processAs example, right now I have a filter applied for the renewal date = date next year, so when I ask for my upcoming renewals, even though there is one account active and due at the end of the month, Copilot says that there isn't any: Copilot - responseI love that the response says “It could be because the required filters in GS Home haven't been set up yet” and directs to the documentation, which has been updated to add this caveat discovered during the BetaBut the verbiage used could be open to interpretation (we do have filters set up in Home) and a very low percent of the end users will read the documentation.Could the response and thought process be more clear and “right on their face”?For example, something like: ⚠️ Check Your Home Filter SettingsMy search results are strictly limited by your current GS Home filters and I can only see data that fits within those rules. To see more results: Please adjust or clear your filters in GS Home
Hello!We have been in the process of moving to PX from another analytics provider and adjusting our flows to meet our internal and customer’s needs. One thing that our customers often ask for is recurrent usage reporting for their employees on our products. On previous providers this was fairly simple to do on a password protected externally facing page. On PX there is no external reporting functionality at all. Our work around was to create a pipeline to push the granular usage data into CS (no small feat) and use the Shared Spaces to make the reports externally facing. But come to find out there is no way for the end user to download the report?!This seems like a bit of an oversight, I recognize that not all reports shared with customers should have default download capability, but there should absolutely be an option in the UI to enable external download from the Shared Spaces.PLEASE add this feature!! Thank you!!
It would be great to be able to see some analytics on the languages used.Already just a pie with the proportion of languages used by end-users would be great.
As we’re working through some testing of spaces, I noticed there doesn’t seem to be any reporting at the company or relationship level (or even in its own object) for detecting if a space has been set up/in use/when it was last modified. I did see the Spaces user access object, but that appears to be primarily for tracking invitations.Having some more robust information available for easy reporting & including on an admin or managerial dashboard would enable us to better ensure our representatives are not only setting them up, but also maintaining them on a regular basis. It would also be great if the ‘link’ to the space could be included in a field, which might allow us to automate emails out to the customers from the CSM and direct the customer there.
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