Configure Timeline search.

  • 6
  • Idea
  • Updated 2 months ago
  • Planned
Can we have the ability to configure Timeline search (related to* while creating timeline activity) in the same way as we have in Customer Search?
Photo of Ankur Bhat

Ankur Bhat, Employee

  • 1,156 Points 1k badge 2x thumb

Posted 2 months ago

  • 6
Photo of Tim Schukar

Tim Schukar, Employee

  • 1,870 Points 1k badge 2x thumb
This would be huge for narrowing down on the exact account (via CSM name, Account Code, etc.)!
Photo of Rajesh Gande

Rajesh Gande, Official Rep

  • 3,220 Points 3k badge 2x thumb
Supporting Global Customer / Relationship Search configuration within Timeline is in near time roadmap!
Photo of Katie B

Katie B

  • 316 Points 250 badge 2x thumb
This reply was created from a merged topic originally titled Search by account name, not just relationship name when logging an activity in Gl....

We would like the ability to search by account name, not just relationship name when logging an activity in Global Timeline to the R360. When logging an activity via global timeline, the Related To field allows us to search by relationship name. For us, we have standard relationship names across accounts that do not include the customer name like your example on the help site (https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/User_Guides/Use_Time...). So, when I search by relationship name, I get too many accounts to just scroll through them all. It would be nice to relate a post to the relationship, but still search by account name to then select the appropriate relationship.