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    Idea Pipeline

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    6164 Ideas

    bytor104
    bytor104Contributor ⭐️⭐️⭐️

    CTA Threshold Limit - What to do and how to prepare?New Idea

    Recently, we reached a supposed limit for CTAs that we did not know existed. Once we received this error, no individual user, admin, program, or rule could generate CTAs. All of our CTA creation rules were failing.According to Gainsight Support, the limit for the number of CTAs in our tenant is 1.6 million. We were also told that this is not the standard among all environments, so your experience may be different.If there is a true threshold limit that is heavily enforced, then here’s my idea for 3 things that need to happen:This limit needs to be explicitly stated in Gainsight Support documentation. There needs to be a warning message or notification to admins indicating that the tenant is in danger of approaching the tenant limit. Not when the limit has been reached. Our entire system has been disrupted because of this lack of warning. There needs to be an easy way for admins to filter and “archive” CTAs of their choice. Giving credit where it is due for this one thanks to ​@TMaier !

    9
    bradley
    Forum|Forum|1 year ago
    mitchell.gordon
    mitchell.gordonExpert ⭐️

    Search Function in Groups AdminNew Idea

    There is currently no way to search or apply filters in the Groups module in Admin. We have a few hundred groups and have to control F to do anything.It would be nice to be able to search and apply filters to see all private groups, public groups ect.

    0
    mitchell.gordon
    Forum|Forum|1 year ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Staircase should be able to see Related ObjectsNew Idea

    It would be great if Staircase could access Related Objects instead of just Company and Company Person from Gainsight.  We have several fields on the Person object as well as some other related objects that we’d like Staircase to be able to access for purposes of filtering and more information.  This would also allow access to more information like Current Health Score.

    0
    heather_hansen
    Forum|Forum|1 year ago
    dcassidy
    dcassidyHelper ⭐️⭐️

    Missing Contacts Report - Allow Exclusions from "Create in Gainsight"New Idea

    An underrated, but super useful feature of Staircase is the ability to “Create in Gainsight” from the Missing Contacts report. It’s a time saver and helps us maintain updated contact lists with minimal effort.However, most of us battle some sort of dirty data. In our use case, contacts use their email address as their first name, or perhaps their email is “abc@email.com” and the only name we have for them is “abc”. Chances are this email address will never get added to Gainsight without manual correction. Rather than having to manually deselect abc@email.com each time we want to run “Create in Gainsight,” it would be helpful if there was an “Exclude” tick box, perhaps next to the singular “Create in Gainsight” button at the right.  

    0
    dcassidy
    Forum|Forum|1 year ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Horizon Analytics: Be able to delete reports used in GS Home customNew Idea

    CSMs will apply reports to their GS Home to customize, and I am unable to delete. The issue with this is they could be looking at an old report that needs updating and I need them to switch. The custom GS home becomes very cumbersome to manage from an Admin view as I cannot then remove that report.

    15
    Ester.Memoli
    Forum|Forum|1 year ago
    Molly.McQ
    Molly.McQHelper ⭐️

    Enable Global Configuration of Stakeholder Type (Staircase)New Idea

    Currently in Staircase, Stakeholder Type must be configured on a per-account basis, even for automated stakeholders like Google Meet/Gemini, Zoom, or Teams meeting summaries. This creates a lot of unnecessary manual work and increases the risk of inconsistent setup, particularly in environments where account data is not perfectly clean by Staircase standards due to partners, resellers, or indirect customer relationships. The process becomes especially tedious for major automated stakeholders like Gemini and Zoom, where automated notes and summaries provide valuable insights that Staircase can and should analyze. This is further compacted by the fact that there are no notifications to alert us when a new stakeholder is added to an account, so this is something we would have to manually identify and track. It’s worth noting that Staircase does not appear to offer an OOTB way to be notified specifically when a new stakeholder is added, particularly for automated sources like Gemini, Zoom, or Teams. If this is possible, it isn’t documented anywhere, nor is it obvious from current configurations. This  would require manual discovery, which is not a scalable or intuitive process in fast moving environmentsIn real world operations, perfect 1:1 contact hygiene is rarely possible. Automated stakeholders often appear across multiple accounts, and while Staircase is not currently designed to efficiently handle cases where valid contacts exist on more than one account (for example, in partner or reseller models- see related Community Idea: Staircase - Domains Associated to Multiple Accounts with multiple upvotes), there's a clear need for a way to define and apply Stakeholder Type globally for recurring automated stakeholders. The Stakeholder Type should be preserved wherever that stakeholder appears, reducing the need for repetitive manual updates at each account levelThis enhancement would allow admins to set Stakeholder Type at a global or system level for specific stakeholders, such as Gemini being classified as “Automated,” with that setting automatically applied wherever the stakeholder appears. Any updates to the global Stakeholder Type should carry over to all applicable accounts, with an optional override at the account level if needed.The value of this would be significant for teams using Gong, Google Meet/Gemini, Teams, Zoom, or other automated meeting transcription and notes tools. It would reduce administrative workload, improve the consistency and accuracy of Stakeholder classifications, and increase the reliability of insights, particularly in complex account models involving partners and resellers.It is clear from the related community idea linked above re: domains associated with multiple accounts that many Staircase customers face similar challenges when handling contacts who exist across multiple accounts. Considering how widely automated tools like Zoom and Gemini are used, and considering the continued rise in these products and tools, there’s a strong case for enabling global stakeholder configuration- for automated stakeholders in particular. This would ensure insights from these sources are applied consistently across all eligible accounts, benefiting both standard and partner/reseller account structures.

    2
    Molly.McQ
    Forum|Forum|1 year ago
    G_Steve
    Gainsight Employee ⭐️
    G_SteveGainsight Employee ⭐️

    Search By NameReleased

    Request coming in from customer around search functionality.  Would like to see a deployment of something more similar to SFDC Global search(Specifically Contacts) rather than search bar that is limited to Account.  Is this on the roadmap?  I have seen a few similar posts that are quite dated, but are tagged “Under Consideration”.    Thanks!    Steve

    4
    pgeorge
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    abhi1289Gainsight Employee ⭐️

    Default value selection isn't appearing on Success planNew Idea

    Hi Team, Customer wants to auto populate the default value selection on Success plan creation. On the success plan config we don’t see default value selection just like how we observe on CTA config. Can we implement this?

    10
    Forum|Forum|1 year ago
    ebell
    Gainsight Employee ⭐️
    ebellGainsight Employee ⭐️

    Report on Operational and Non-Operational Emails, CAN-SPAM lawsNew Idea

    Hello Community!I’m you friendly Gainsight Support Agent, submitting this Feature Request on behalf of a customer.Recently, we’ve had several customers request the ability to report on Operational and Non-Operational Emails in a report, to confirm compliance with CAN-SPAM laws. Currently, we do not have the ability to build this is Report Builder. Please continue this discussion below and Upvote this Idea if you, too, think this Idea should be pursued! Thank you for your time.Emily - Enterprise Technical Support Analyst

    4
    sarahmiracle
    Forum|Forum|1 year ago
    katie_b
    katie_bHelper ⭐️

    Store custom picklist values in DA Picklist objectNew Idea

    Our analytics team does a lot of reporting off CTA data which we push via API to our data warehouse as they do not have direct access into Gainsight. We have quite a few custom picklist fields on our CTA object, but no way for them to see what the label of the GSID in these fields is. The CTA object just shows GSIDs and the DA Picklist object only holds data for system and standard fields. Please add custom fields to this object, so we can continue to use our APIs and provide our analytics teams what they need without creating reports in Gainsight and exporting CSVs!

    2
    katie_b
    Forum|Forum|1 year ago
    JayS
    JaySHelper ⭐️

    Provide filter for Draft ModeNew Idea

    It would be great to have a filter for the engagements list to find those that have a Draft Mode so we can easily find and either publish or delete the draft. Either as a sub-category to the Active engagements, or something standalone.Since PX requires you to go into draft mode sometimes just to look criteria, we don’t always remember to “delete draft” instead of turning off draft mode. That means we have active engagements showing as having a draft and we need to review to see if it’s something that needs to be published.Since we can’t sort by the Draft column, a filter would make it easier to identify and remedy those engagements.  

    0
    JayS
    Forum|Forum|1 year ago
    jlibbee
    jlibbeeContributor ⭐️

    Color Filters on Reports with DatesNew Idea

    We have some reports that we utilize the graph feature for visuals based on date ranges. Have set up color filters on the data, but since the report is being grouped by date the colors on the graph don’t honor the color filtering. Would love to be able to get the color filtering to work on graphs and visuals based on date groupings. 

    0
    jlibbee
    Forum|Forum|1 year ago
    TMaier
    TMaierHelper ⭐️

    Update Responded Date on Survey Responses if Participant Completes a Previous Partially Saved ResponseNew Idea

    Hello! I recently became aware of something and I’m not sure if it’s always been like this, or if there was a recent change. Currently when a Participant begins responding to a survey, but does not complete it, their response is considered “Partially Submitted”. At this point the Responded Date field is set to match when the partial response began - fair enough. The issue I see is that, should that Participant return (after, say, a reminder email from the JO Program delivering that survey) and fully complete the survey, the Responded Date does not appear to update to reflect the actual completion date. This creates two confusing issues... 1.) We see complete responses coming in with a Responded Date way in the past.2.) Participant Activity reporting shows two “survey completed” events with identical dates - one for the partial save, and one for the full completion. My suggestion/request is that the Responded Date should update when a partial response is fully completed, in order to accurately capture the date on which the Participant completed the survey.

    2
    dayn.johnson
    Forum|Forum|1 year ago
    RoxConroy
    RoxConroyContributor ⭐️⭐️

    AI Follow Up - Allow Recordings that do not have a resolution to go to DraftNew Idea

    Along with not being able to audit errors that come across in the AI Follow Up integration, sometimes resolution logic fails. In the case of failure, we would like these to go to the Draft in Timeline so instead of just not recording, the CSM has a chance to associate this with the correct Account. 

    2
    Forum|Forum|1 year ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Change Multi-Select Picklist to Single SelectNew Idea

    The reverse of this idea.  I have a multi-select picklist that I need to change to a single select, and instead of being able to do so easily, I now have completely rebuild the field as a new one and then, replace the old one everywhere.  And I just have this orphaned picklist that I no longer need anywhere.

    0
    heather_hansen
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Unify dropdown lists so they can be used in both single select AND multi-select fieldsNew Idea

    We’d like a rationalization of the dropdown list feature so they would be available in single select and multiselect fields.Our use case is as follows:Like every company, we have a country dropdown list we use to determine where companies, and contacts within the company are physically located. And typically, one given account and contact can only exist/live in one country. We’d set variants for business units etc. at relationship level. So we’re using this dropdown as a single select primarily. We also want to track the deployment geographies of our technology. The technology can be deployed across several geographies for one given company.Hiccup: we have to manage 2 lists (with lots of values), one for single select, one for multiselect.That’s in spite of having two different field types in  even though the single select and multiselect are two different fields to do one or the other. I would imagine what a field can hold really depends on the field, not so much the list of values. We would like dropdown lists to be available for both field types to cut on maintenance overhead and debt. Maintaing multiple country lists doesn’t make sense technically. 

    2
    heather_hansen
    Forum|Forum|1 year ago
    jordan_cook
    jordan_cookContributor ⭐️⭐️⭐️⭐️⭐️

    Allow for free-form JavaScript in formula fieldsNew Idea

    I would love it if Gainsight would allow for the creation of JavaScript (or similar) functions within a formula. This could exist across Horizon Rules Engine, Data Designer, and even in GDM.For example, I would love to be able to count the number of options selected in a multi-select picklist. Right now, it’s nearly impossible to accomplish this within Gainsight if there are a large number of possibilities. But I could accomplish this with one line of code.StringField.split(';').length;No complicated pivots, no crazy case statements that eventually run out of options. Just one simple line of code and we are done.This of course could expand to many, many additional use cases. We could convert dates/times. We could manipulate text fields easily. We could count things, do math on things, and even utilize RegEx. The possibilities are essentially endless. And I suspect that you are already executing code like this with the formulas that are available, but there are heavy guardrails in place by only allowing us to use specific functions.I would also envision a quick formula validator. It wouldn’t have to be complicated - it would simply execute the formula on the fly within the UI. If it results in a syntax error, don’t allow the user to save the formula. Otherwise, just about anything is fair game.This would expand the capabilities of the rules engine by leaps and bounds!

    0
    jordan_cook
    Forum|Forum|1 year ago
    alex_legay
    alex_legayHelper ⭐️⭐️⭐️

    Required CTA field on creationNew Idea

    Right now you can mark a CTA field as mandatory for when you close but I got a request from a customer to have the requirement when you create a CTA manually. The use case is to have CSMs be required to enter or select a Product from a picklist when creating or updating of a CTA or Objective.

    13
    sarahmiracle
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    GurijalasaikiranGainsight Employee ⭐️

    Filter for summary and health widgets in the new account Explorer.New Idea

    Hi team,In the new Account Explorer, the Summary and Health widgets currently include data for all users. It would be great to have a filter option to exclude certain users from these widgets. (Example: internal users) This would help in focusing the data on relevant users and improve accuracy for analysis.

    0
    Gainsight Employee ⭐️
    Forum|Forum|1 year ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Customer Goal Required Fields Should be Different on Different Goal TypesNew Idea

    The new feature introduced “Goal Type” does not allow us to require fields for different layouts. If a field is required, it is required for all types. This is an issue as the purpose of different layouts is to allow different fields. We are now required to display populate required fields that are not relevant since they are required at the object/ data management level. We should be able to set fields required at the layout level, not the object level. This is not an option.

    1
    bradley
    Forum|Forum|1 year ago
    jpeters125Contributor ⭐️

    Ability to sync Salesforce notes into StaircaseNew Idea

    It would be great to have the ability to pull in Salesforce meeting notes into Staircase to further enrich the summaries and ask & search? 2 main use cases for this:We run a lot of on-person meetings with customers, and those don't get recorded to send the transcript to Staircase The call recorder is often blocked by customers, meaning we lose the transcript

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

    Set Custom Event from Button Action Controls for PX EngagementsNew Idea

    Ability to do this more easily than the current work around, especially considering the update to the post about a security concern and this approach being disabled for new implementations.You can use Button Action Controls to update a User Attribute, the equivalent for Custom Events would be a nice addition. 

    0
    DannyPancratz
    Forum|Forum|1 year ago
    katie_b
    katie_bHelper ⭐️

    Ability to in line edit fields in User ManagementNew Idea

    When auditing our users in User Management, it would be really nice to be able to filter our user list and then quickly update license types or other important fields right from the list view instead of having to click into and edit each individual record.

    4
    Carol_Keyes
    Forum|Forum|1 year ago
    mandy.jContributor ⭐️⭐️

    Multi-select dropdown list in Rules Engine : allow IS NULL or IS NOT NULLNew Idea

    When building a Rule, allow to choose IS NULL / IS NOT NULL as values for a multi-select dropdown list. At this stage we can only include values or exclude them and it implies that there is necessarily a value in the field, when i reality we just want to say “this property is null”. Can you please review this feature ? Thanks

    5
    manda.edmonds
    Forum|Forum|1 year ago
    bradley
    bradleyExpert ⭐️

    Add Timeline WhatID Resolution for GS AttachmentsNew Idea

    While there are numerous unresolved issues with WhoID/WhatID resolution (e.g., This  and  there is a puzzling omission on the reporting capabilities on GS Attachments object. The Record ID field appears to function like a Context ID - so depending on the SOURCE of the Attachment (e.g., did you upload via Timeline, C/R360) you will get the ID for that record in that object.If you Resolve WhatID in this report, you get two options: First thing: There’s already Company and Relationship lookups directly on the object so it’s unclear what this solves here but it’s day 1 so maybe I’ll find out later  Secondly: Timeline is missing. Until this feature rolls out, 100% of your attachments are coming from Timeline (I guess either timeline or Drafts). As a result, resolving to either company or relationship is going to be useless because all the lookups will be blank until the C/R360 sections get used. Please add timeline to the WHOID/WHATID resolution in this object.

    1
    darkknight
    Forum|Forum|1 year ago

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