Topics in Gainsight 1970-01-01T00:00:00Z 4158 1125 2092 506 0 548 7707804 Time tracking integrations 2018-03-22T02:11:46Z 2018-03-21T22:20:36Z Britton Walker britton_walker Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? Ideally we'd have a button associated with each CTA/task that starts and stops a timer then loads the time to a field in that CTA/task. I understand that is a bit of a pipedream, but the closer we can get to it the better.<br /><br />Thanks! question 3 5 1 comment 7707657 Ability for CSM to remove shared 360 access of an external contact 2018-03-21T22:32:54Z 2018-03-21T18:00:12Z Andrew Cummins andrew_cummins We currently have a bottleneck with the Admin because they are the only ones that can remove the shared c360 access from an external contact we have shared it with. Our CSMs would like the ability to manage this themselves because every time a contact leaves the company or moves positions our CSMs have to reach out to our admins to remove that contact's shared link.&nbsp; idea 4 5 3 comment 7472983 Bi-directional syncing of activities on timeline 2018-03-21T21:10:04Z 2017-03-09T13:56:29Z Jeff Ferzoco jeff_ferzoco Timeline activity syncing is a great feature, but having the activities already in SF synced to the Timeline would make it even more useful. We'd love to have all the emails/calls/meetings sent to customers from the&nbsp;whole company gathered in one place – not just the ones entered directly into the Timeline.&nbsp; idea pending 22 28 29 comment 7707730 Place to store recorded client meetings 2018-03-21T21:01:59Z 2018-03-21T20:04:01Z Roxanne Rowe roxanne_rowe_ajumi9i4rjz7t Hello Gainsters! Has anyone had success in storing client recorded meetings, such as links from webex etc.? I could store the hyperlink in the activity part of Timeline however, that would be difficult to refer back to especially if there are a lot of activities to scroll through. Preferably, would like a quick reference option, either standalone specific to recordings or other. Would appreciate learning what others have done!<br /><br />Thank you and enjoy your day!&nbsp; question 2 3 1 comment 6920747 Show Dollars in the correct format in Reports 2.0 2018-03-21T17:34:50Z 2016-02-08T20:52:19Z Andrew Cummins andrew_cummins It is great to show the dollars in graphs but there are some graphs that just show the number and I am unable to format the number. For instance when I do a pie chart and say show values it will show me the percentages on the right in the legend and then the number values on the pie charts but it is hard to read "4355695483.98" compared to "$4,355,695,483.98". and it would be nice to be able to round to the closest dollar.&nbsp; problem pending 13 13 16 comment 7707575 Survey Integration 2018-03-21T17:22:14Z 2018-03-21T16:03:41Z Faust Belarmino faust_belarmino I vaguely remember watching a Gainsight Webinar where they mentioned improving their integration with 3rd party survey software (Wufoo, Google survey, etc.). I think it was something about allowing survey responses to be stored in an object in Gainsight so it can be used for reporting and on the C360.<br /><br />Does anyone remember hearing something like this? question 2 6 2 comment 7521430 Emails bouncing or rejecting 2018-03-21T17:03:59Z 2017-05-18T16:25:37Z Ky Powell ky_loge We have some larger outreaches, where about 10% of the outreach fails for certain contacts. Is there anything that can be done about this? And how do we go about fixing this. question complete 6 8 1 comment 7597482 Make Gantt Chart created and end dates more flexible 2018-03-21T17:02:23Z 2017-09-21T20:25:10Z Spencer Engel spencer_engel First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my request is already on the roadmap, that's fine.&nbsp;<br /><br />However, I noticed the following issue when trying to load a success template. What I want to do is be able to load a 4-week success plan template that contains one objective CTA per week. Each objective CTA would then have a playbook attached so that the template would essentially be a project plan with four objectives and about 20 total tasks.&nbsp;<br /><br />The issue is that when I apply that template, it automatically makes my start date in the Gantt Chart equal to the created date of the CTA. I can't edit that created date in the CTA or in the Gantt Chart, so I'm stuck with a project plan this.<br /><br /><img src="" title="Image:" /><br /><br />What I want to be able to do is stagger the start dates for Weeks 2-4 so that the bar is only a few days long rather than all of them starting on the day I create the CTA.&nbsp;<br /><br />Are there any plans on the roadmap to make this editable, or better yet, is there a good alternative solution to accomplish what I'm looking for? idea pending 20 24 22 comment 7530770 Have skipped emails recorded somewhere 2018-03-21T16:48:22Z 2017-06-02T21:51:54Z Alex LeGay alex_legay Right now, the only way to see who exactly gets skipped in a CoPilot outreach is to review the excel sheet from the outreach execution.<br /><br />It would be nice if these were recorded somewhere so you can report on it. idea pending 1 5 5 comment 7678536 Pull a report for all 'Skipped' emails in a CoPilot Outreach 2018-03-21T16:42:03Z 2018-01-31T14:36:10Z Will Ritchie will_ritchie_43nhmageguh2y We pushed out an outreach this morning, and there were quite a few bounces and skipped emails:<br /><br /><img src="" title="Image:" /><br /><br />I'd like to create a report that lists out all of the contacts that were skipped or bounced, so that our CSMs can update our Salesforce records. However, I can only run a report for hard and soft bounces and 'rejected' emails in the Report Builder:<br /><br /><img src="" title="Image:" /><br /><br />As you can see, I am only getting the 50 bounces. How can I get the 122 'skipped' emails too? Am I missing an obvious filter in my report?!<br /><br />Thanks! question pending 8 9 6 comment 7707583 Ability to include scorecard (account and/or relationship) in success snapshot 2018-03-21T16:10:20Z 2018-03-21T16:10:20Z Jennifer Richard jen_richard The success snapshots have the potential to be a huge time saver for CSMs and even CS mgmt to provide to Exec Mgmt.&nbsp; The ability to include reports built in Gainsight is great, however the out-of-the-box visual presentation of scorecard information is wonderful and cannot really be duplicated in a report.<br /><br />I would love to see the ability to add scorecards as an element to be included in a success snapshot.&nbsp; The trend indicators, notes, current health scores, etc are contextual gold for preparation for meetings or to even share with a customer in an EBR. idea 0 3 3 create 7707366 Ability to refresh reports in dashboards, in case they fail to load. 2018-03-21T15:43:25Z 2018-03-21T09:49:23Z Venkatesh Sirpurkar venkatesh_sirpurkar I build many reports and Dashboards. Thanks to Dashboard sharing ability now, I am able to send out dashboards to concerned team members regularly. But sometimes if I have more reports on the dashboard, few of the reports fail to load (As shown in below screenshot).<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1717367/RackMultipart20180321-76747-g994h6-Screen_Shot_2018-03-21_at_22145_PM_inlinepng1521623092" /><br /><br />It would be very helpful if we can have a refresh option for each of the reports that failed to fetch, this would allow us to choose for reports that we want to load in case they are not loaded in the first attempt. (It would be very delightful experience if the application itself checks frequently and loads unloaded reports), would be happy to know GS community's opinion on this. idea 1 4 3 comment 7707509 Drag and drop attachments into an Activity 2018-03-21T14:43:48Z 2018-03-21T14:43:48Z Lucy Danford lucy_danford Can you drag and drop an attachment from your computer to an Activity or CTA?&nbsp; question 0 1 1 create 7706261 Map playbooks when creating success plan objectives 2018-03-21T14:36:34Z 2018-03-19T14:27:02Z Britton Walker britton_walker This really is just a small change, but one that would save quite a bit of time. We are creating new success plans and have several playbooks that need to be mapped to the objectives. We currently have to create the objective then go back to it to map the playbook. Can we have the capability of mapping the playbook while creating the objective to eliminate one more step? idea minor_ui_enhancement minor_ui_enhancement 4 5 3 comment 7702703 Success Plan auto-save 2018-03-21T14:20:29Z 2018-03-12T23:27:34Z Heather Hall heather_hall_j4m55syy2j2m4 It would be great if the note fields in a Success Plan could auto-save. I accidentally erase my work when activating plans without having taken the step to save first and it hurts so much every time!&nbsp; idea 2 5 8 comment