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chris_mudd
Gainsight Employee ⭐️
chris_mudd
Gainsight Employee ⭐️
September 14, 2016

Customer Search

  • September 14, 2016
  • 2 replies
  • 35 views
When using the search feature for customers in GS we would like to be able to add a filter to show only 'Active' customers.

      2 replies

      wayne_baker
      wayne_baker
      Helper ⭐️
      March 2, 2017
      Going to bump and expand on this.

      I think the ability to add custom filters in general to the customer/relationship search box would be a great addition.

      I see a couple use cases for this. You can filter to active customers or you can filter down to only accounts a CSM owns.

      In addition to this I would also think giving the ability to have certain filters apply to certain profiles. So, if you are a manager you can see everything. But, if you are a user you can only see your accounts.
        sagan_sherlin
        sagan_sherlin
        Helper ⭐️⭐️
        June 19, 2019
        +1 In our world we sometimes re-use 'account numbers'. But don't wish to remove the previous record - so being able to search for only the 'Active' records would be amazing!

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