We have a hierarchy in our instance of Gainsight. I'd like to be able to limit the search to just the parent account rather than show all on the accounts that meet the search criteria as many times the parent and children have the same or similar names.
Hi Trevor, are you talking about searching via reports or on the main navigation bar?
In either case, you could use the "Parent Account ID" field on the Account object. In reports - just add a filter for where the Parent Account is null so you'd exclude any children accounts.
If you're thinking about the main navigation bar search, you can add "Parent Account ID" to the fields that are shown in the search, so it will make it visually apparent which records have a parent and which are the parent (they won't have a company listed in the parent account field):
You can add that field by modifying the customer search settings as show below:
Hi Dan, Yes, he is talking about the top navigation. Thanks for the thought.
Hi Trevor, Is the above configuration solving your use-case OR are you looking for any other use-case. If this is not solving your use-case, could you please summarize here and add a screenshot for better understanding.