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iqra_sheikh
Contributor ⭐️⭐️
September 13, 2017

"Customer" search functionality

  • September 13, 2017
  • 4 replies
  • 46 views
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 ⭐️
    September 13, 2017
    +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.
    dan_ahrens
    Expert ⭐️⭐️⭐️
    September 13, 2017
    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".
    VP of Customer Success at Forcepoint
    Gainsight Employee ⭐️
    September 13, 2017
    Hi,

    Totally understand the concern.

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

    Regards,
    Hitesh
    iqra_sheikh
    Contributor ⭐️⭐️
    September 13, 2017
    Thank you!