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    Idea Pipeline

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    6164 Ideas

    hillarydj
    hillarydjContributor ⭐️⭐️⭐️

    Ability to Remove "Add Person" Button on the Person Section of the c360Released

    It would be nice to have the option to remove the “add person” button on the person section of the c360. For our instance of Gainsight, we want to restrict the CSMs from being able to add new person/contact records because we use Gainsight NXT with Salesforce, and our business process includes additional checks/automation on the SFDC side for new contacts.

    8
    pgeorge
    Forum|Forum|1 year ago
    Sriram SivakumarContributor ⭐️

    Enhancement Request – Option to Remove Learners from Course at Course Page LevelNew Idea

    It would be highly beneficial to have the ability to remove learners directly from the course page itself. Currently, based on my understanding, the only ways to unenroll a learner are either via API or by navigating to each individual user’s account to remove the course manually. Introducing this functionality at the course level would significantly streamline the process and improve administrative efficiency

    1
    Forum|Forum|1 year ago
    logicalhare
    logicalhareContributor ⭐️⭐️⭐️⭐️

    Add a profile completion badgeOpen

    Add criteria for automatically assigning a badge when a user fills in optional profile fields. For example, a badge could be awarded when a user uploads a profile photo.

    13
    LuH
    Forum|Forum|1 year ago
    ana_gHelper ⭐️

    Ability to adjust weights at measure group levelParked

    We've noticed that weights for measure groups are becoming skewed when clients don't license a certain product, etc. and the measure is NA. The weights are redistributed when we actually still want Adoption, Engagement, etc. to retain certain weights even if/especially if a certain measure is NA or 0. Are there plans to add this functionality in a future release?

    9
    benwanless
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    Bring back Cockpit Calendar ViewNew Idea

    Integrating CTAs to Outlook/Google calendar may have seemed like a great idea, but the execution misses the mark as it maps the entire CTA to a single day, whereas there may be multiple tasks associated with a CTA with different due dates.CSMs loved the ability to view their Cockpit in calendar form from within Gainsight, and to this day still complain that (in addition to the point above) their Outlook/Google calendars are already cluttered with internal and external meetings, and makes it difficult to truly see what calls to action are on their plate day over day.It also requires them to set up the syncing to the calendar via automation (which if not careful can OVERsync) or to manually sync CTAs over to their calendar, which takes more steps to complete rather than simply having a calendar-based view directly in Gainsight. The calendar-based view also made it easier for CSMs who are covering for another person out on PTO - they don't have access to the absent CSMs calendar.The CSMs work their action items in Gainsight, so the CTA calendar solution should live in Gainsight. CSMs track and schedule their meetings through Outlook/Google Calendar, so it makes sense to have an integrated solution there like Gainsight Home Calendar.

    9
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    Allow "Contains" in Sharing Group criteria filtersNew Idea

    In Sharing Groups, I have to explicitly add each attribute value I want to include, rather than being able to add a “contains” filter, which results in having more filter options than I would otherwise need.In the below example, I have to explicitly say SFDC Role IN “CSM Indigo,CSM Purple,CSM Violet,CSM Director Indigo,CSM Director Purple,CSM Director Violet,CSM Director Turquoise,CSM Head,Customer Success Head”Whereas if I had a “contains” option I could just say SFDC Role contains “CSM” OR contains “Customer Success” 

    2
    amasica1217
    Forum|Forum|1 year ago
    joseph_siudzinski
    joseph_siudzinskiHelper ⭐️

    360 SidebarNew Idea

    Hello, I love the new 360 Sidebar that was just released. I’d like to start a thread of ideas/feedback as it gets enhanced. It would be great if we can customize the view to be different than the actual 360 view. Since you are working with less real estate, we’d like to show different data in the sidebar view. Different layouts just like normal 360 layouts have, by company/relationship/user attributes. Allow it to not be a global setting, simply for release/training purposes. We may not want to enable it for everyone all at the same time. 

    34
    darkknight
    Forum|Forum|1 year ago
    mightylud
    mightyludContributor ⭐️

    Add URL data field type in TimelineNew Idea

    We have a need to report URLs when logging an Activity in Timeline and would like to report on these as a URL and not Text field. 

    4
    AlexaRubin
    Forum|Forum|1 year ago
    travis_floyd
    travis_floydContributor ⭐️⭐️⭐️⭐️⭐️

    Ability to add Rich Text Fields (RTF) columns to the Cockpit views for CTAs and TasksNew Idea

    Many of my users would like to be able to see the Rich Text Fields, even if it is just a portion of the field, within the Cockpit view of CTAs and Tasks to get a better understanding of the item from fields like “Comments” or “Description” or “Notes” to help prioritize work.  Currently, TEXT fields can be added but RICH TEXT FIELDS are not available in the column picker.

    2
    mobrien14
    Forum|Forum|1 year ago
    darkknight
    darkknightExpert ⭐️

    Customer Goals: Make Goal Type searchable in the Goals Library quick searchNew Idea

    The more goals that are added to the Goals library, the more critical filter and search operations become.The Goals Library should have the Goal Type added to the quick search since that can be a very common grouping to search under and would save users time from having to go through the multi-click process of filtering on the Goal Type in the advanced filter.#everyclickcounts  

    0
    darkknight
    Forum|Forum|1 year ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Relationship Rules allow Load to SF actionsNew Idea

    When creating a Rule, we must select if it is a Company or Relationship Rule.  When you Select Relationship, there is never an action available to Load to SF.  So if your dataset needs to both create a CTA for Relationship and update SF, you need to re-create the dataset and run 2 identical Rules instead of just creating a second action from 1 Rule.  Please fix this.

    1
    dayn.johnson
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Allow non 'a-z' characters in output headersNew Idea

    I’ve run into one of these silly limitations when pivoting a data set that contains product versions in a dropdown. Said versions start with a number, i.e. 6.10.1 (main, dot, micro) and when pivoting that data set on the version dropdown, I couldn’t save my pivot because… it had to start with a letter. Generally speaking - can we allow output headers and labels to start with numbers?It’s really silly to have to add a letter in each column (in my case, 42), especially if we later want to append other information looking at versions. 

    3
    alizee
    Forum|Forum|1 year ago
    Chris BaileyContributor ⭐️

    Have a different "reply to" address when emails are sent from the webmaster email addressNew Idea

    In our configuration we would like users to be able to reply to emails being sent from the webmaster email address, but the reply should go to a different email address (as per standard email config). Adding this functionality in the config page would be a big help.

    0
    Forum|Forum|1 year ago
    sandeepchidiri123Contributor ⭐️⭐️⭐️⭐️

    Override overall Score in a ScorecardNew Idea

    Hi Team,Currently, we cannot override the overall score (Automatic)to NA. It would be helpful if Gainsight provided an option to set the overall score to 'NA' or to set the overall score using the rules engine.Use case: For some accounts, we lack enough information and rely on one or two measures that can be misleading for the overall score. For these accounts, we want to set the overall score to NA because we do not have sufficient information.

    0
    Forum|Forum|1 year ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Autosave Rule DetailsNew Idea

    In the below screenshot, if you make a change and click the red circle to proceed to data setup, you get the error your changes are not saved.  Instead, we have to press the Continue Button at the bottom right.  Nothing says Save anywhere.  This “gets me” every time.  Can we just auto-save these changes?  I never make changes here and proceed work with the intention of it being discarded. 

    0
    angela_domenichelli
    Forum|Forum|1 year ago
    KromerSxContributor ⭐️⭐️

    Community Event Data in Gainsight ConnectorNew Idea

    The current Gainsight Community Connector is missing crucial event data. We cannot easily see event registrations or attendance in Gainsight CS, which are key indicators of customer engagement and health. This forces us to use manual, inefficient workarounds like CSV imports or custom API integrations, wasting valuable time and resources.This enhancement would provide out-of-the-box data objects for events, registrations, and attendance, allowing us to: Improve CSM Efficiency: Give CSMs a single, real-time view of customer event engagement. Drive Proactive Engagement: Trigger automated workflows (e.g., Journey Orchestrator programs) based on who registers or attends an event. Enable Deeper Insights: Easily build reports to measure event ROI and correlate event participation with customer health metrics. Proposed SolutionWe request that the Gainsight Community Connector be updated to include the following data objects and fields, all of which should be mapped to the Gainsight Person and Company objects: Events: Event Name, Type, Date, URL, Event Platform Event Registrations: Person ID, Company ID, Event ID, Registration Date. Event Attendance: Person ID, Company ID, Event ID, Attendance Status (Attended/No Show). This enhancement would streamline our processes, reduce operational overhead, and empower our teams to more effectively use event data to drive customer success.

    0
    Forum|Forum|1 year ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    CC + PX Integration for User AttributesNew Idea

    As a PX adminI want to add CC-based data as User Attributes...Some Examples: Registration Date Last activity date Rank Total Posts Total AnswersIn order to leverage it for both Engagements and AnalyticsAudience criteria for Engagements Does or does not have a community account has or has not been recently active (in-app re-engagement campaigns) User segmentation based on rank or activity Cohort analysis for Analytics Usage / Sentiment / Behavior of those with community account vs without by rank activity levels Without having to configure automations or create tons of extra fields in other systems. Current work around with the Salesforce integrations (both CC + PX) requires creating fields and formulas to get the data from the community member object to the contact so that it can be pulled into PX. As a CC adminI want all the same things, but for Segments and personalization on the community. PX data to update profile fields PX data to enable/disable custom rolesIdeal SolutionSomething like the PX Salesforce integration where you map the fields and push/pull of data. 

    0
    DannyPancratz
    Forum|Forum|1 year ago
    narayanan_s
    narayanan_sContributor ⭐️⭐️⭐️⭐️⭐️

    User license assignment via rules engineNew Idea

    Please allow license assignment via rules engine for unlicensed user records .Mass license assignment works good from user management screen but when there is a request to assign more than 10 users it becomes manual and time consuming that is prone to errors or miss outs.We have a use case where one of the profile having 300 assigned users out of which 80 users to be assigned as viewer license is adding complexity to admin management. If we have rules to perform the license type change could easily help us place the file in S3 and map the license type change for needed users.Glad to know if there are other options that I am missing.

    10
    amasica1217
    Forum|Forum|1 year ago
    tmorgan
    tmorganHelper ⭐️

    Allow Changes to the 'Label Name' for Global Filters on the GS Home PageNew Idea

    At the time of this post, there does not appear to be a way to change the ‘Label Name’ for a Global Filter on the Gainsight Home Page. Many of the filters end up being called “Name” because of the way the lookups work. For example, we might have an Account Owner, a Reporting Manager, and a Reporting Executive as a part of a Company record. Each of those people has a lookup for their information and the one we want to use as the filter at the top of the GS Home page is the person’s name. So we end up selecting “Name” for each of them and that is what displays for the filter (rather than what we would want as Account Owner, Reporting Manager, or Reporting Executive). The only way to know which one the filter is for is by hovering over it and seeing the tree the filter is using (Company>Account Owner>Name for example).

    0
    tmorgan
    Forum|Forum|1 year ago
    danielwal_coco
    danielwal_cocoContributor ⭐️⭐️⭐️⭐️

    Apply a tag (or tags) to multiple articles at onceOpen

    From the Content screen in KB, it would be nice if I could apply a filter and then apply a Tag to multiple articles at once without having to edit every article one at a time. I can apply a Moderation Label to multiple articles (which I almost never use), but not public tags...

    3
    Forum|Forum|1 year ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Horizon rules: keep order of branch actions the same between Execution Logs and Edit Rule pagesNew Idea

    This may not be very noticeable, but when you start to have horizon rules with a bunch of branch actions, you notice it very quickly.The branch actions have a tendency to shuffle themselves around between the Execution Logs screen and the Edit Actions screen. For example, lets say in my Edit Actions my branches show in the following order:Has CSM Sentiment CSM Sentiment is Null CSM Sentiment is 0 Load to GainsightIn my Execution Logs for the same rule, my branches show in the following order:CSM Sentiment is 0 CSM Sentiment is Null Has CSM Sentiment Load to Gainsight This is just four branch actions, so I can manage it. But I just spent some time troubleshooting a discrepancy in my rule only to realize that my first branch action in Execution Logs was NOT the same action as my first branch action in my Edit Actions screen.In Bionic Rules, I could rely on my Actions list in Execution Logs to match the order as my Setup Actions.We should also have this parity in Horizon Rules.

    4
    romihache
    Forum|Forum|1 year ago
    bjoern_schulze
    bjoern_schulzeHelper ⭐️⭐️⭐️

    Improve Page Performance and SEO by allowing .svg and .webp file typesOpen

    Why:Page performance plays a huge role when it comes to user experience and SEO, therefore cutting back loading time whenever possible is very important.How:Modern image formats such as .svg or .webp offer a better image compression and display quality (as well as scalability in terms of responsive web design) compared to .jpg or .png while having smaller file sizes, i.e. needing less time to load on a web page.What:I propose to enable the additional image formats .svg. and .webp for image and icon fields in the community, such as:Hero Image (Home, Categories) Thumbnail Image (Categories, Quick LinksBeing able to upload and use those image formats will enable us to further save valuable loading time while providing the users with higher quality images (especially for retina displays).

    3
    Forum|Forum|1 year ago
    Molly.McQ
    Molly.McQHelper ⭐️

    OOTB AI Tool Utilization InsightsNew Idea

    As Gainsight continues to expand its suite of native AI tools, such as Write with AI, Cheat Sheet, CoPilot, and Staircase, it would be incredibly valuable to include OOTB analytics and insights into the internal adoption of these AI features.Today, admins are often left relying on anecdotal or qualitative feedback from users to understand how (or if) these AI features are being leveraged. However, this user reported data can be inconsistent and limited. Having clear, quantitative insights directly in Gainsight CS would help admins:Evaluate adoption trends of specific AI tools This, and the following point, become increasingly relevant as organizations seek to measure the value of AI tools Identify which AI features are driving engagement or saving time Understand where further training, enablement, or awareness might be needed Track usage over time and by user/team for deeper operational visibilityWhile any reliable OOTB reporting on AI feature-specific usage would be a significant improvement, it would be logical to expand the Gainsight 360 > Feature Usage dataset to include detailed tracking for native AI tool usage. Ideally, each AI capability (Write with AI, Cheat Sheet, CoPilot, etc.) would be broken out as its own enum so admins can view individual adoption rates and trends.It would also be helpful to have the ability to build reports and dashboards using this AI utilization data, and potentially tie it to outcomes like CTA closure rates, timeline activity, or overall productivity metrics.As AI becomes a bigger part of the Gainsight experience, it’s crucial for admins (and their organization) to be able to measure its actual impact and adoption internally. These insights would help teams better understand how their CS teams are engaging with AI, where there may be resistance or untapped value, and how Gainsight’s AI investments are translating into daily usage and efficiency (ROI).

    5
    heather_hansen
    Forum|Forum|1 year ago
    jyotigillContributor ⭐️

    Enhancement Request: Customizable Button Colors for Boolean SurveysNew Idea

    I’d love to suggest an enhancement for Boolean survey engagements. It would be incredibly helpful if we could customize the color of each button when selected—for example, having the thumbs-up turn green and the thumbs-down turn red upon selection.This small visual cue could significantly improve clarity and user experience, especially in quick feedback scenarios. It reinforces the sentiment behind the response and makes the interaction more intuitive for users. 

    0
    Forum|Forum|1 year ago
    matthew.wallContributor ⭐️

    Formula for DATEDIFF on Workdays (Mon–Fri Only)New Idea

    Request:Add support for a DATEDIFF function that calculates differences in workdays only (Mon–Fri).Details:Currently, Gainsight’s DATEDIFF counts all calendar days, which skews reporting for operational metrics where weekends shouldn’t be included. Admins and ops teams often need to measure turnaround times that align to business days, such as: Closed Date → Provisioned Date SLA compliance on Support tickets Onboarding milestone timelines Justification:Accurate workday-based calculations are critical for SLA reporting and internal process measurement. Without this feature, admins must build complex workarounds (Salesforce formulas, external data processing, or custom objects), which reduces efficiency and increases the risk of inconsistencies across systems. Providing native support in Gainsight ensures consistent, reliable reporting aligned with how most businesses measure SLAs.Technical Requirements: Extend the existing DATEDIFF function (or provide a new one) that excludes weekends. Suggested syntax example: DATEDIFF(Provisioned_Date, Closed_Date, "workdays")  

    0
    Forum|Forum|1 year ago

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