Skip to main content
iqra_sheikh
Contributor ⭐️⭐️
Sep 13, 2017 5:28 PM UTC

"Customer" search functionality

When trying to create a CTA from the Cockpit, the search functionality for the "customer" field is limited. It appears it will not find the customer name unless it is typed in exactly. For example, typing in "lego" shows up as an undefined name, since the customers full name is The LEGO Company. It would make adding a CTA from Cockpit more seamless if we could update this feature. See screenshot

    4 replies

    jennifer_richard
    Helper ⭐️
    Sep 13, 2017 5:33 PM UTC
    +1 - I believe this behavior changed a couple of updates ago and agree it makes the creation process less efficient.  Exact search should be replaced by phrase match.
    Translate
    dan_ahrens
    Expert ⭐️⭐️⭐️
    Sep 13, 2017 5:55 PM UTC
    Good point, Iqra.

    It looks like the search on Customer is limited to "Begins with" criteria, whereas the search on the Owner field, for example, works off of "Contains".
    Translate
    VP of Customer Success at Forcepoint
    Gainsight Employee ⭐️
    Sep 13, 2017 6:28 PM UTC
    Hi,

    Totally understand the concern.

    Improving Customer search in Cockpit is in our roadmap, noted this point.

    Regards,
    Hitesh
    Translate
    iqra_sheikh
    Contributor ⭐️⭐️
    Sep 13, 2017 6:29 PM UTC
    Thank you!
    Translate