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Configure Search for CTA Linked Object

  • March 8, 2017
  • 8 replies
  • 7 views
joseph_siudzinski
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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.

    roja_kode
    R
    joseph_siudzinski

    8 replies

    nadav_shemtov
    • nadav_shemtov
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • March 8, 2017
    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. 
    manu_mittal
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • March 13, 2017
    Hi,

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

    Thanks,
    Nitisha
    elaine_cleary
    • elaine_cleary
    • Helper ⭐️⭐️
    • March 21, 2017
    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?
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • March 30, 2017
    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
    nadav_shemtov
    • nadav_shemtov
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • March 30, 2017
    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
    wayne_baker
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    • wayne_baker
    • Helper ⭐️
    • March 30, 2017
    I'll add on another customer wanting this.

    Both the new record and search on a different field.
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • April 4, 2017
    Hi,

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

    Thanks,
    Nitisha
    H
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    • hitesh_sharma
    • Gainsight Employee ⭐️
    • September 5, 2017
    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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