Idea. Allow the "Related To" in New Timeline Feature to be a "Contains" rather than "Starts With" Search.

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  • Idea
  • Updated 3 months ago
  • (Edited)
I love that we have the ability to add Timeline Entries from the new Global Timeline Tab!  But if we could have the option to change the search type in the Related To section to "Contains" rather than "Starts With" - that would be awesome!  [Or allow us to search by our Customer Numbers - That would work as well.]

We have multiple customers that all start with the same name - but the ending is different.  So while they can type out the name, it's easier for them to type in the customer number in the search box and go directly to the account.  But many of our users love this Timeline tab feature as it's displays everything for them in one spot!

:)
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Sagan Sherlin, Champion

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  • loopy

Posted 4 months ago

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Sagan Sherlin, Champion

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Other post regarding same request - but in a different section of the software:

https://community.gainsight.com/gainsight/topics/idea-when-creating-a-cta-from-the-cockpit-having-th...

:)
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Sai Ram Pulluri, Official Rep

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Hi Sagan, Make sense, we will add this to our road-map.

Thanks for bringing this!
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Sagan Sherlin, Champion

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Awesome! Thanks Sai! :)
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Andrew Cummins, Champion

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This is a good idea as well! +1 for me. Just would like to also see that account number displayed visually in the search view. https://community.gainsight.com/gainsight/topics/global-timeline-with-my-accounts-section