We have some products that use pretty niche file types like mcdx. It would be great to be able to set our own allowed file attachment types in control. Our users are grumbling about the inconvenience of having to zip everything. Thanks!
If I understand it correctly, subscribing to a category only sends an email notification for a new topic, but to receive notifications for a reply on that category you need to subscribe to that specific conversation. Our members would like to receive notifications for replies for category subscriptions and have more granular control of that in their settings. Especially our superusers who heavily rely on subscriptions.
As far as I am aware, currently in Gainsight you can specify what fields you wish to show in your drilldowns of visual reports (e.g., bar charts or pie charts), but you cannot currently adjust additional settings such as decimal places, column calculations or numeric summarization like you can for table visualisations. I don’t think this is a technology limitation, rather something that was missed out. Although not as impactful as some of the other requests, it would be good for Reports and Dashboards that Senior Leadership and/or C-Level are interested in seeing. Any chance this can be added to the product roadmap?
Right now everyone gets the same system emails, but I want to have both clients AND prospects in my community and this will mean they need different comms.
There are multiple use cases where an admin would want to update activity data via rules and it would be very useful to have update activities as a rule action. Activities automatically logged via tools like Gong don’t input data into some of our critical activity fields, since the integration is limited to setting the default just on the type of activity. When making changes to activity types or other activity fields it would be extremely useful to set up a rule that mass updates historical activities to align to the changes
CSM would like to import their signature as formatted in Outlook to Gainsight. CSM wants to include in email assist templates and JO.
Related to:CSMs are complaining that logging Timeline entries from within CTAs and Timeline is confusing and time-consuming. In my case, CSMs typically end up just adding their notes to the Comments field because it’s “faster”What would be great is if, within every CTA and Success Plan, there is a “Timeline Activity” field already natively embedded in the CTA Details, with a selector that contains pre-selected Activity Types that they can log, so they don’t have to navigate to a different tab to create.Bonus points for including the Latest Update in the Detail view as well, so people don’t have to navigate to the Timeline tab to see the most recent update.Still keep the Timeline tab for viewing all past entries related to this CTA/SP.This may seem like a minor thing, but every click and every navigation to another tab is seen as cumbersome.Also, I noticed with a couple of Gainsight competitors that they had the ability to capture notes quickly like this from within their version of a CTA/Task. Improving this experience for end users would level the field a bit more I think.Something like this:
Basic User Story: As an end user, I want to be able to see and interact with a Call to Action and its Timeline on the same view, so that reviewing and documenting CTA specific timeline activities is easier. Today, CTAs utilize the third pane concept, meaning that rather than using the full width of your screen to its full potential, you get something like this: What I would like to see, is better utilization of this space so that when I pull up a CTA, its Timeline isn’t a separate tab, but the activity history is right there, side by side with the details or whatever other CTA related sub-tab I have going on there, as part of the actual CTA layout. This is a combination/expansion of my Cockpit idea here: and my general loathing of the amount of whitespace throughout the platform which, in addition to being well documented here in community, is an increasing problem I encounter with my users battling the dearth of information we can present on any single screen in favor of some non-functional “aesthetic”.The goal, ultimately, is to both make it easier for users to see the activity for a given call to action alongside the details, and create a stronger association between creating a Timeline entry for a particular CTA and the CTA itself. @revathimenon I’m not sure if this is a CTA or Timeline PM related thing (or someone else all together) but would appreciate getting the appropriate eyes on it since I can only put it in one community category.
Idea / Enhancement Request:Currently, when creating a custom field in a Success Plan, the “Mark it as a mandatory field” option is disabled by design. This means custom fields added to Success Plans cannot be enforced as required at the object level.We would like to request an enhancement to allow administrators to mark Success Plan custom fields as mandatory during the Create Custom Field flow, similar to how mandatory field enforcement works for CTAs.Why this is needed:Certain custom fields must be completed before a plan can be considered complete or before downstream processes can proceed. Without the ability to make these fields mandatory, users may leave key information blank, which reduces data quality and consistency.Business impact:Improves data completeness and accuracy Reduces the need for manual validation and follow-up Helps enforce process adherence in Success Plans Ensures critical information is captured consistently across teamsRequested functionality:Allow custom fields created on Success Plans to be marked as mandatory Enforce required field validation when users create or update Success Plans Ideally, support this in the same way mandatory fields are handled for CTA objects
I have a bunch of groups that are no longer active but the only option I have now to remove the group is to delete it entirely. However, you can’t delete a group if there are posts in it, so you have to remove the posts before you can delete it. I don’t want to delete the group but it’s the only option to remove old groups. Therefore, I’d love for there to be a way to Archive Groups so we can still see them and who was in them on the backend, but once they are archived, the members get removed from them so it no longer shows up in their Groups.
I just added a new group, but it defaults to now being the last group on the groups page. I’d love the ability to be able to re-order these as the newest one should be grouped with the other groups that align with that theme. Ie. as you can see from the attached I have groups that are location-based, industry-based and product-based. I would like this newest group to be with the industry-based groups not the product ones. Thank you!
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.
Summary page types in C360 are super powerful as you can combine reports, attributes, widgets all in one place. However, they very quickly get overwhelming because they are the ONLY page type that allows for this type of configuration.Today, we are limited to adding a Summary page type once. When you already have one, you cannot add another. This request is to allow more than one Summary page to be added to a C360 layout.
I have run into scenarios where I need to log an email through gainsight assist but because of the files attached that are images on an email signature that are too large I can’t log the email. I have to forward the email to myself and remove the file attachments to log the email.Can we have an option to remove files? I know there is a ask for letting large files through, but what about just allowing us to remove the files or certain files? Can that be an option?
Our CSM team has been loving using the Gainsight assist in outlook to log to timeline key emails and milestones from Outlook. One issue we have seen is that if I log to timeline an email that was sent in the past the date is set to when we click send to timeline. Is there a way to have it be sent based on the email sent date? That way it accurately reflects when it was sent thus stays true to the timeline? Right now we send to timeline then go into Gainsight and manually update.
Our team is evaluating using another tool for email sends, and at this time Gainsight Assist is very behind. We are evaluating against YesWare.Email open tracking Email scheduling (mass) Meeting scheduling (Calendly and directly accessing your calendar to input) Email reminder functionality (can select specific times when sending to remind to follow up) Manager reports to see what CSMs have been sending
Would it be possible to tie Outlook emails to specific CTA’s? I would like to be able to log email tasks directly into Gainsight as a CTA. Alternatively, it appears that Timeline items are not connecting to CTA’s. I have tried to log the email request in Timeline and then tie it to a specific CTA, but to no avail.
Hi Team, Is there any possibility to associate multiple contacts to the email assist task, automatically ? Customer wanted to see if there's a way to list out the names or emails of the contacts in the "comments" section. Customer was able to get one contact in the comments section via rule, but that that didn't help given they have 6. Currently, we can associate one contact to have it auto populate as seen in this doc but the customer is looking for a way to populate as when they get to the tasks they don't know who to send to. Reason : Reps who are working on a renewal, they dont know all of the contacts by name. So, they have to go into salesforce to look up the contacts to add to the email assist (which takes just as long as drafting an email). I understand that it can only default to one contact, but I'd like to be able to better showcase the list of clients that are available for that particular account. Is there a workaround for that ?
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
OKSorry, our virus scanner detected that this file isn't safe to download.
OK