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Company Search Configuration Filters

  • 30 September 2020
  • 9 replies
  • 75 views

Userlevel 7
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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!


9 replies

Userlevel 7
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@lindseyyoung5 @foster.sean92 @jean.nairon @CurtisValentine @sacha @mathieu.brillon @sroma thoughts? 

Userlevel 7
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Good idea! Does search show all accounts the CSM is assigned to?

Userlevel 7
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@gunjanm and @jean.nairon Thanks for sharing this here. Our product team is looking into this, I will update you here once I hear from them. 

Userlevel 7
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@jean.nairon yup that’s exactly how it functions, along with any Customer names that might be applicable too. Filters on the search configuration would be more than amazing though. 

  
End Proctoring-
 
Userlevel 7
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@gunjanm - can you un-assign churned accounts or just mark the CSM name in a text field so you can remove the assignment?

Userlevel 7
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@jean.nairon unfortunately not, due to multiple product lines and only some of them being in Gainsight but the data of others still surfacing in Sally Quick Insights reports. It’s a complicated team and product structure!

  
End Proctoring-
 
Userlevel 5
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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
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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@gunjanm .
@everyone Please upvote if this impacts you, and help us prioritise this appropriately 

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