Global search configuration is honored in Global Timeline now

  • 4 January 2019
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Global search configuration is honored in Global Timeline 

(The following enhancement was added in the 5.21.3 patch release on Dec. 26.)

Timeline now honors the global search configuration performed on the Administrator page under the Customer Search Settings section as shown below.
 

admin_customer_search_settings-d7fb8683-ea53-4e97-b35f-b9aecbd4a7cd-1213562181.png
Timeline provides the same configuration/search capabilities in Global Timeline’s Relates To field. Users can now search on Account/Relationship Name mentioned in the Related To field.

Note: This search configuration is already part of Gainsight application. With this release, Timeline started honoring this configuration for both Account and Relationships.  

The search will be performed on the initial three letters of the Account/Relationship name. The records are searched from the list of Account or Customer Info Objects and a list of matching/close to matching records are displayed. The UI has been enhanced, as shown in the image at the top of the page. 

Global configuration also helps users to search while filtering the records in Global Timeline.

 


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