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Contributor ⭐️⭐️⭐️⭐️⭐️
August 19, 2015

Allow search by unique identifier (other than account name) in Customer 360

  • August 19, 2015
  • 7 replies
  • 109 views
We have a large number of accounts that have the same company name but we use a number as an unique identifier.  If we could search by that unique identifier in the Customer 360 it would put much confusion at bay.  

      7 replies

      sidhu
      Gainsight Employee ⭐️
      sidhu
      Gainsight Employee ⭐️
      August 19, 2015
      It is on our roadmap to enhance the search capability in a similar direction for other purposes like searching and linking records to a CTA and being able to search for a customer name like L'Oréal by typing Loreal.

      This enhancement could come in the next 3 months.
        ellenoangieslistcom
        ellenoangieslistcomAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        October 16, 2015
        Hello Sidhu,  any updates on when this will be released?  Thanks!
        sidhu
        Gainsight Employee ⭐️
        sidhu
        Gainsight Employee ⭐️
        October 16, 2015
        Current ETA is Dec release. 
          S
          sroma
          Contributor ⭐️⭐️⭐️
          July 16, 2020

          Has this been released? Our team would love to be able to search with a unique identifier in the search bar because we, too, have many companies with similar names. 

            jean.nairon
            jean.nairon
            Expert ⭐️
            July 17, 2020

            @john_apple @sroma - this works great if you have a simple ID. For example, I used this for a customer that had a 5 or 6 digit number for each customer. It’s fairly straight forward to type in the data and search for the account. 

            But if you want to use a more complex ID (like the SFDC 15 or 18 digit ID or the long GSID), it becomes a lot less user friendly. But the solutions above will work well if you’re using a simple ID in string format. 

            Jean
              S
              sroma
              Contributor ⭐️⭐️⭐️
              July 17, 2020

              This is awesome- hadn’t seen this feature yet and we have a simple ID that worked great here. Thanks @john_apple @jean.nairon !

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