Expanded search options in the Search by Customer fields on C360 and Gainsight dashboard tabs
CS Reports & Dashboards
Right now I only have the ability to search by Customer Name in the search field (top right corner) but in many, many cases we have multiple account numbers for the same customer. We either need the ability to search by specific Account fields OR when you search for a customer name, show "Account Name: Account Number" so we can also see which account number is being selected.
Preferably the former.
Preferably the former.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
We will first make this enhancement on C360.
We will keep you updated on ETA as we make progress.
If you configure the search to be based on Account Name and the unique identifier, then when you enter a unique id in the C360 search field, the search results will include Account Name and the Unique identifier.
Another important point to note is that initially we will only expose additional text fields from Account object. We will then continue to improve it in further releases.