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!
Company Search Configuration Filters
None
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Good idea! Does search show all accounts the CSM is assigned to?
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.
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
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.@gunjanm .
Thanks for sharing thi
@everyone Please upvote if this impacts you, and help us prioritise this appropriately
Getting more and more requests to exclude churned/inactive Relationships from the Company/Relationship search as well (which makes sense if you are using Gainsight for some time already). Would be nice if this idea could be considered for implementation…
A quick update on this thread on the search capabilities, We are currently working on revamping the search experiences in below phases :
1) End User revamp of search experience : Currently in development this quarter
2) Admin revamp of search configurations : This would be taken post our first phase of revamp. As apart of this revamp, we are going to allow Admins the ability to filter records out [from index] based on certain conditions (in this case, company = ‘Active’).
I will keep this thread updated when i have a timeline for this ask.