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joseph_siudzinski
joseph_siudzinski
Helper ⭐️
Mar 8, 2017 9:15 PM UTC

Configure Search for CTA Linked Object

It would be nice to be able to configure the search fields of a linked object in cockpit. Looks like this is only off of record name right now. The use case im running into is an internal ID that goes on the opportunity - most CSMs know this ID from other systems, not necessarily the name.

      8 replies

      nadav_shemtov
      nadav_shemtov
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Mar 8, 2017 11:17 PM UTC
      This is REALLY important if we want to drive usage of Linked object. 
      I can think of several big clients that need the search to be better because it's difficult otherwise to find the right record to link. 
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        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        Mar 13, 2017 4:02 PM UTC
        Hi,

        This is in our short term roadmap and will be available very soon.

        Thanks,
        Nitisha
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        elaine_cleary
        elaine_cleary
        Helper ⭐️⭐️
        Mar 21, 2017 5:32 PM UTC
        Thanks, Nitisha.  On the phone with a customer right now (ReturnPath) that needs more flexibility in searching for linked objects too.  Also, they'd like to be able to remove the "create new" when they link the Opportunity to the CTA.  Is that on the short term roadmap as well?
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        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        Mar 30, 2017 9:21 AM UTC
        Hi Elaine,

        Enhancing linked object search will be available in summer release but removing "create new" is not in the roadmap yet. We can add it in the roadmap based on the number of customers asking for it.

        Thanks,
        Nitisha
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        nadav_shemtov
        nadav_shemtov
        Contributor ⭐️⭐️⭐️⭐️⭐️
        Mar 30, 2017 5:17 PM UTC
        Is there any chance to make it before summer? 
        Janet from HPE really needs to ability to search on IDs for opportunities as they typically have many opportunities with duplicate names, so it's very time consuming to try and find the right opportunity to attach
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        wayne_baker
        wayne_baker
        Helper ⭐️
        Mar 30, 2017 11:18 PM UTC
        I'll add on another customer wanting this.

        Both the new record and search on a different field.
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        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        Apr 4, 2017 11:16 AM UTC
        Hi,

        This will be available in a patch, mostly by May end. I will confirm the exact date soon.

        Thanks,
        Nitisha
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        Gainsight Employee ⭐️
        hitesh_sharma
        Gainsight Employee ⭐️
        Sep 5, 2017 7:38 PM UTC
        Hi All,

        As Part of Summer release, we have added ability to Customize search fields(max upto fields).

        Click here to get more details.

        Regards,
        Hitesh 
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