From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.
+2Interesting use case
VP of Customer Success at Forcepoint
From Global Timeline, in the search view when relating an activity to an account can we include other account attribute such as account number? This way user can quickly identify which account to select whenever the account names are identical.
This would be very helpful when I have a child account that has the same name as the parent (which happens...) +1 from me
Timeline honors the global company/ relationship search config. You can customize these search from company/ relationship admin areas.
+1
Timeline honors the global company/ relationship search config. You can customize these search from company/ relationship admin areas.
Can we do the same with Gainsight Assist?
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.