Allow search by unique identifier (other than account name) in Customer 360
None
We have a large number of accounts that have the same company name but we use a number as an unique identifier. If we could search by that unique identifier in the Customer 360 it would put much confusion at bay.
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This enhancement could come in the next 3 months.
Has this been released? Our team would love to be able to search with a unique identifier in the search bar because we, too, have many companies with similar names.
https://support.gainsight.com/SFDC_Edition/Administration_and_Permissions/General_Administration/Configure_Customer_Stage_Status_Bands_and_CSM#Customer-Search-Settings
But if you want to use a more complex ID (like the SFDC 15 or 18 digit ID or the long GSID), it becomes a lot less user friendly. But the solutions above will work well if you’re using a simple ID in string format.
This is awesome- hadn’t seen this feature yet and we have a simple ID that worked great here. Thanks@john_apple @jean.nairon !