Question

Display company-level contacts at the R360

amanda.caldwell
Rank
Badge +3

Hi,

When a user searches through contacts to add to a relationship, she/he wants to be able to search the company for people to add. Instead, when searching, all people in our Gainsight instance are displayed which makes it hard to sort through and find the existing client contact.

Steps to reproduce: Go to an active R360 → Contacts → click + Person button → Search for an Existing Person → type in partial name → click Search → notice all names from company person display (not just ones tied to the company) making it hard to find the right contact.

Is there a way to configure this or do I need to submit a product idea?

3 replies

Lukasz S

I came across the same issue while trying to add correct ‘Client Contacts (Business)’ for application. It’s important for me as without clear indication of the final owner of the application, we won’t be sure who to reach out to and discuss relevant application features/description, etc

LS
ajit
Rank
Badge +1

This is a critical feature enhancement that gainsight should look into, current functionality is not user friendly and creates confusion.

 

Ajit

anirbandutta
Rank
Userlevel 7
Badge +2

@Dheepak G to put this on your radar

It's an opportunity for engagement

Reply


Terms & ConditionsCookie settings