I recently enabled CSM as a field searchable up top, so a CSM or their manager could type in a CSM’s name and options would show their portfolio. However, I would like to include only Status = Active, as in exclude Churned customers. There is no way to do this right now, making this a little noisy in the end!
Userlevel 7
+1
Userlevel 7
+2
Good idea! Does search show all accounts the CSM is assigned to?
Userlevel 7
+2
Userlevel 7
+1
End Proctoring-
Userlevel 7
+2
Userlevel 7
+1
End Proctoring-
Excluding churned from the search in general would be great -- or at least, a more dynamic search that the CSM could choose to enable seeing Churned customers in the search result return but by default they are excluded.
Userlevel 7
+1
Excluding churned from the search in general would be great -- or at least, a more dynamic search that the CSM could choose to enable seeing Churned customers in the search result return but by default they are excluded.
YES exactly
Userlevel 4
We are planning to enhance the Global search configuration to include such default filters, this is in our roadmap. Will share more details once we pick this up.
Thanks for sharing thi
@everyone Please upvote if this impacts you, and help us prioritise this appropriately
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