Customer/Relationship Search box - account name

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When searching for an account in Gainsight using the main blue search box, the Account Name comes up - for us (and everyone else?) this is the main Account name (field = Account Name) that also appears in SFDC. 

Our SFDC team is renaming some of our global accounts that will result in duplicate names. This may cause confusion with our CSMs when searching for their accounts using the blue search box. My question is therefore - can we somehow change the search box functionality to look up to a concatenation of two fields = Account Name and Account Country? Would this also work for Relationships? 

Thanks in advance!

Katerina
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Katerina Nemcova

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Posted 5 days ago

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Bhavani Murali, Employee

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Hi Katerina, 

The current functionality does not support concatenated search (search across multiple fields).

Instead we can add up to 4 fields to the result (In your example, Account Name & Account Country and other fields).  While search will still work on one field, result will show other fields to differentiate the information for CSMs.

I hope this work around will be of some help.

Best Regards
Bhavani
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Katerina Nemcova

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Thanks Bhavani, appreciate the reply. 
This may work - how could we set this up please - what's the next step? 
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Bhavani Murali, Employee

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Hello Katerina,  You can try below steps:

1.  Goto Administration --> Customers.  Then goto Customers Search Settings on the page and click Configure.



2.  Choose the fields you want to see in the search results



You can select up to 4 fields and then Save.

Hope this helps.

Regards
Bhavani



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Sai Ram Pulluri, Official Rep

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Hi Katerina, below pages will help you for deeper understating. 

Please follow this page to define attributes for Relationship Search Functionality.

Please follow this page to define attributes for Customer Search Settings .
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Katerina Nemcova

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thank you- this is very helpful!