Topics in Gainsight 1970-01-01T00:00:00Z 3495 919 1794 422 0 478 7575872 Timeline activity vs. Milestone 2017-09-25T13:15:48Z 2017-08-17T21:15:53Z Roxanne roxanne_rowe As I am becoming more fluent in posting&nbsp;timeline activities, I am finding that several activities could actually be considered a milestone and thus a redundancy is being created. Has anyone else discovered this and what is your experience/best practice for choosing which option to select and track. Secondly, are your CSMs being measured on either and if so, what are your benchmarks? Thank you in advance!! idea winter_release_2018 winter_release_2018 pending 5 6 1 comment 7598306 Stacked Line Chart in Report Builder 2017-09-25T13:14:34Z 2017-09-22T21:08:40Z Tom Gerth tom_gerth I'm posting this request on behalf of a customer. &nbsp;I've been presented with a request to have a stacked line chart in Report Builder.<br /><br />The customer&nbsp;tried to utilize the Area chart but the lines are overlayed, and not stacked.<br /><br />Have there been any other requests for this kind of report? &nbsp;Is it something we might be able to provide in the future?<br /><br />Thanks! idea pending 2 5 3 comment 7580149 Production to Sandbox data / configuration overlay 2017-09-25T12:20:35Z 2017-08-24T21:01:31Z Marcelo marcelo_buil We are aware of the&nbsp;<a href="" rel="nofollow">Cross-org Migration</a> feature available in the product but it doesn't completely cover our Release Lifecycle policy.<br /><br />As part of our development lifecycle, one week after a successful rollout is deployed in production, our IT team takes a snapshot of the SF production environment (configs and data) and overlays it in the Sandbox environment. This doesn't present an issue for any data that is stored in Salesforce, but the MDA data will not be part of it, causing a gap in the data present in production vs what we would have in sandbox. We are aware of the possibility of exporting all MDA data via bionic rules, but the problem is when we want to load system data into the MDA (think of scorecards 2.0 values given to customers). It would be very useful to have an admin tool that could take a snapshot of an MDA instance and be able to replicate it in another instance. Any plans around this? idea pending 4 4 2 comment 7570145 Extract data from heterogeneous databases. 2017-09-25T11:24:00Z 2017-08-08T15:36:37Z Ankur Bhat ankur_bhat Currently, we are unable to fetch data from heterogeneous databases in MDA. Can we make this possible in future? problem account_scorecards_20 account_scorecards_20, follow_up_needed active 8 6 2 comment 7598259 Survey non Salesforce Contacts sustainably 2017-09-25T10:57:16Z 2017-09-22T19:47:55Z Andrew Cummins andrew_cummins I believe we currently have the ability to survey non SF contacts and link those surveys to a specific account but I wanted to take this a step further. We would use this functionality for training surveys once the session has ended. BUT It is not sustainable for one person to go in as an admin to the survey and upload the csv and then send it for 30+ training sessions in a week. When we have multiple trainers and multiple sessions per week we somehow need the ability to streamline the process. It would be awesome if we could key off a training record or project record or asset record in SF that has a list of participants where when then record is marked as "complete" the survey EVENT would trigger and upload the participants. This would be extremely nice to have.&nbsp; idea complete 2 6 1 comment 7599288 "Send Email" action type in Bionic Rules. 2017-09-25T09:45:55Z 2017-09-25T06:25:36Z Ankur Bhat ankur_bhat Since we are going to depreciate the custom rules in future, it would be great to have the "Send Email" action type functionality added to the bionic rules which is not supported as of now. idea pending 1 5 3 comment 7599134 Include CTA Name in 'Create CTA once in X Days' 2017-09-24T21:52:32Z 2017-09-24T21:52:32Z Joseph Siudzinski jsiudzinski1_gainsightcom The new-ish feature for CTAs to limit how many times a given CTA can fire in X days has come in very handy.<br /><br />However, I think it would make sense to also include CTA name in the tokenizing if it's flagged as an identifier. Otherwise, there isn't really a way to have the same action fire a different CTA that are unique because of name, with that box checked. In my example I would want it to fire once in lifetime per unique CTA name. As far as I know now, there isn't a great way of accomplishing this.<br /><br /><img src="" title="Image:" /><br /><br /><br />Thanks! idea pending 0 3 1 create 7597631 Sally NPS - Group Results instead of individual surveys 2017-09-23T16:32:02Z 2017-09-22T00:41:04Z Connor Kasser connor_kasser It would be preferable to show grouped NPS results instead of specific survey titles.<br /><br />Does anyone really want to click by survey? I imagine at some companies you have Onboarding or overall NPS survey, but the UX would be much better if the NPS results shown were aggregated over the last 12 months.&nbsp; idea pending 6 3 2 comment 7355241 Ability to include links to records in other systems from C360 view 2017-09-23T04:55:35Z 2016-11-11T21:37:20Z Nadav Shem-Tov nadav_shem_tov Is there an option to show hyperlinks to customer records in other systems from the C360 views?&nbsp;<br /><br />A few customers have asked for this ability. An example can be a link to Aria or an internal system. The hyperlinks already exist in the Account record in SFDC, but is there an option to also show them and make them clickable from the C360 page?&nbsp; problem fall_release2017 fall_release2017 active 16 12 6 comment 7589083 Creating timeline activity via rules? 2017-09-22T21:24:22Z 2017-09-08T07:42:16Z Sai Ram Pulluri sai_ram_pulluri One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules. idea fall_release2017 fall_release2017 pending 5 8 4 comment 7274391 Sort a report by multiple columns 2017-09-22T21:19:50Z 2016-08-01T17:57:23Z Jeffrey Coleman jeffrey_coleman_7146828 I'm running a report against an MDA object. Two key columns are the account name, and then the date for the specific data point.<br /><br />I can sort by Account... or date... but not by "Account and then date within account." So if I want to see week 1-4 in order for an account, i'm having to sort by date and then filter to a specific account.<br /><br />In Excel this would be easy, right? idea pending 9 13 13 comment 7283439 Ability To Choose Default Sort Option 2017-09-22T20:14:35Z 2016-08-11T17:09:26Z Scott Morris smorris_gainsightcom I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page. &nbsp;The ideal behavior is that it would auto-sort in descending order off of the date field of this report. &nbsp;However, there isn't a way to do this (if I put date first on the report it will sort in ascending order which we don't want).&nbsp;<br /><br />I tried to utilize the ranking feature, however it's ranking it alphabetically as opposed to date-driven. &nbsp;Is there any talk of allowing a source report to be sorted then saved and have this preference carry over to the 360 section?<br /><br />The use case is that some CSMs as they are getting more familiar with GS are thinking that we are not pulling in their tasks as the sort shows the oldest one first as opposed to the preferred sort noted above. idea pending 22 25 27 comment 7594963 Add date range to text analytics 2017-09-22T19:50:05Z 2017-09-18T16:56:39Z Andrew Cummins andrew_cummins Love the text analytics but we have a perpetual survey that runs and there is no way for me to look at the text analytics Q over Q or M over M. Please add the ability to filter the date range of the text analytics by response date.&nbsp; idea pending 2 3 1 comment 7597557 Timeline Formatting - Bullet Points 2017-09-22T19:48:11Z 2017-09-21T22:50:45Z Dave Wu david_wu_7350718 Summary bullet points are shown in a single line while the detailed view is separated. A bit deceiving for the end user when in the Summary view. Can this be enhanced to show the bullets? Screenshot below...<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1652941/RackMultipart20170921-109507-1m6tola-Capture_inlinePNG1506034135" /> problem winter_release_2018 winter_release_2018 active 3 4 2 comment 7598246 Patch Release 5.9.5 is Live 2017-09-22T19:25:36Z 2017-09-22T19:25:36Z Lila Meyer lmeyer_gainsightcom For orgs that take automatic Gainsight upgrades, the 5.9.5 patch is live now. For details about the fixes included in this patch, please see the&nbsp;<a href="" rel="nofollow" target="_blank" title="Link:">release notes</a>. article 0 1 1 create