Search by account name, not just relationship name when logging an activity in Global Timeline to the R360

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  • Updated 1 month ago
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This conversation has been merged. Please reference the main conversation: Configure Timeline search.

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.
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Katie B

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Posted 1 month ago

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Tim Schukar, Employee

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Hey Katie!  Would this do the trick: https://community.gainsight.com/gainsight/topics/configure-timeline-search

This way, you could configure which fields would show up in the "Relates To" search field to more narrowly dial in on the Relationship.
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Katie B

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Yes! That would be a great solution for us.

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