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To level-up analytics insights in Gainsight, it’d be awesome if we could set colors for fields based on their field values in tabular reports. Just like you can do this in Conditional Formatting in Google Sheets or Excel, where it highlights a cell value based on the conditional criteria assigned to it. Related Posts

We have emails syncing from Salesforce automatically as well as those that are logged by the CSM through GS Assist on the Timeline. Would like the option to filter out Salesforce synced activities and only look at the ones manually logged by CSMs but are unable to do so as the Source field is missing from Advanced filters on Activity Timeline. It would be nice to have parity with the field as we’re able to use it in Rules Engine. Source not available in Timeline Advanced filtering: But Source is available in Rules Engine

Current Configuration: We have 2 Company Types and 2 Relationship Types in our environment which use different fields for Status, sub-status, and details related to the Customer lifecycle. Users prefer to see the Stage change in the line at the bottom of the Customer Journey instead of a flag that needs to be scrolled back for to find. Proposal: Allow Admins to configure at least 1 field per Company and Relationship Type, instead of 1 per instance. Bonus Points: More than 1 field can be used per Company and Relationship Type to show a key field that has changed in the past and what it currently is by allowing more than 1 bar to be present in the Customer Journey.

All my Superusers in the Deezer Community are requesting the feature/option to be able to edit the title of their posts/articles once they have been published as this is currently unavailable, you can only edit the text but not the title. It would be great if you enable this option/feature for them so they can EDIT the titles of their articles/post/topics once they have been published or in case they make a mistake on the title.

All for new users to be created in Gainsight PX via Okta / SAML, and allow privileges to be set through Okta at the time a user is created.

Being new to Gainsight CC is a lot to take in! One way to differentiate between LIVE and SANDBOX instances is hidden in the URL… I think it would be beneficial to have a quick color indicator available as a browser extension add-on so that we can easily identify between one instance and the other!

I would love PX even more if there were a native dark mode. Staring at light UIs for hours on end can be a strain!

As a Staircase + Gainsight admin, I'd like to be able to measure the value of the automated email notifications and summaries sent from Staircase. To do this, it would be extremely helpful to have access to the common email metrics that we’d find in other platforms: Delivery Rate, Open Rate, Click-Though Rate, etc. This allows us to understand whether the notifications that have been configured are being used, and if so by whom. That way we can easily determine if we need to adjust, improve, or altogether remove notifications based on email engagement data. Thank you!

Would be great if you could set a notification to send the Weekly AI digest from the Executive Dashboard via Slack or Email. Maybe also a link to go to ST for more information.

It’d be great to have the ability to sort the breakdown view of a report widget and then be able to save that sorting in the report builder. This would save time by not having to click a column header to sort each time you drill-down into a report widget.

@Julian I’d mentioned this to you I believe before but reading into other existing community topics I feel this warrants gathering upvotes from other users to evaluate the need. There are multiple use cases for such a feature: Authentication methods conflict resulting in a same person having 2 accounts, example: (Which also happens to be a question around merging accounts). A community manager/ staff at community company leaving resulting in lost mentions and need to explain the situation to members example: In both cases merging/ consolidating the activity of both users into one single account makes more sense then other options, enabling case 1 users not to loose any activity/ p[points/ contacts/ subscriptions etc … and in case 2 all community members have consistency and continuity on the platform and the current community manager to have no loss of information or explanations to make… Finally perhaps less common but an interesting case for B2B companies: A person changes company an

With turning on the Staircase feature flag in Gainsight, you lose the ability to manage Staircase users directly in Staircase which is fine if all your of your users have access to Gainsight. In our case, they do not. As a workaround, we thought we could just add any additional users needing Staircase access into Gainsight as Internal Collaborators to get them access to Staircase, but that is not possible. Users added from Gainsight need to have at least a Viewer Analytics license to be pulled into Staircase for access. The main problem with this is Gainsight licenses aren’t free, so if you want to add a lot of people into Staircase without access to Gainsight… A couple of proposed solutions: Allow assigning of Staircase licenses to Internal Collaborators Create a new GS License type specific to Staircase Allow the creation of users to take place in either Gainsight or Staircase. I understand that this might cause some issues with syncing, but perhaps for users synced from Gainsight, y

Today, using either SFDC or Gainsight as your CRM in Staircase - you can’t use Related Objects. For example, we use Related Contacts and Territories in Salesforce, and we can’t access any information in those objects for Staircase. Use Cases: Territories - we don’t really use Tiers, so we wanted to use Territories as the Tier instead. Since Staircase can’t see the related Territories object, we were unable to do this when using SFDC as our CRM. Related Contacts - we populate our Stakeholder roles in SFDC on the the Related Contact object and not the contact, so again, we aren’t able to automate anything with those Roles in Staircase when using SFDC as our CRM. ​@bradybluhm for viz

We need the option to allow specific domains to be configured to multiple accounts within Staircase. This is the current error message we receive when trying to do so: Use case: As I’m sure most Gainsight customers will have, we have customers with multiple company records (i.e. sites/locations within a global entity) and so there will be contact records that span multiple company records along with it--this is precisely what the differentiation between the Person and Company Person record is intended for in Gainsight. Staircase doesn’t handle this type of situation well today, because it has to have unique domains linked to an account record, they cannot be shared. This causes the following issues for us: It may be incorrectly associating communications to the wrong account, or just not linking them to the correct one in Staircase, and ​​​​​ This causes AI summaries from Staircase to be not posted to the correct Timeline in Gainsight (or missing from the correct one) Gainsight Healths

Our CSMs at Propeller handle reactive support requests from their customers in addition to proactive management (ie we don’t have a separate software support team). The CSMs handle this reactive support via phone calls and emails as we do not currently have a software support ticketing system. The team are active users of Gainsight Assist and logging activities to Timeline, so we have a good sense of overall customer activity from their tracking. That being said, it would be super helpful to somehow flag inbound vs outbound emails that are logged to Timeline. This would help us get a sense of how much proactive vs reactive the time is spent on email. For example, if I log a thread of messages, and I (Gainsight user) was the initiator of the email, it’s flagged as outbound. On the flip side, if the customer (Company Person) was the initiator of the thread, it’s flagged as inbound.