Customer Search in Cockpit
Userlevel 1
Our CSMs need to be able to search the Cockpit by Customer. Grouping by Customer is not convenient with the number of accounts and CTAs they have.
Userlevel 7
+6
No worries! Glad to help!
Userlevel 1
I'm a dunce... I had tried this a while back and did not have any luck. Thanks for clarifying that for me!
Userlevel 7
+6
Hi Amanda,
I wonder if we're talking about different search fields? This field in Cockpit gives me search results based both on the name of the customer and the name of the CTA:
I wonder if we're talking about different search fields? This field in Cockpit gives me search results based both on the name of the customer and the name of the CTA:
Userlevel 1
Using the advanced filter is an option. We have out filter in the cockpit set to search Cockpit title, which is equally important. Have you heard of a way to have this search bar search for both?
Userlevel 7
+6
Hi Amanda,
For us, the built-in search bar works on customer name.
Also, as a bigger hammer, you can use the Filtering interface:
For us, the built-in search bar works on customer name.
Also, as a bigger hammer, you can use the Filtering interface:
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