We would like the ability to search by account name, not just relationship name when logging an activity in Global Timeline to the R360. When logging an activity via global timeline, the Related To field allows us to search by relationship name. For us, we have standard relationship names across accounts that do not include the customer name like your example on the help site (https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/User_Guides/Use_Time...). So, when I search by relationship name, I get too many accounts to just scroll through them all. It would be nice to relate a post to the relationship, but still search by account name to then select the appropriate relationship.
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Hey Katie! Would this do the trick: https://community.gainsight.com/gainsight/topics/configure-timeline-search
This way, you could configure which fields would show up in the "Relates To" search field to more narrowly dial in on the Relationship.
This way, you could configure which fields would show up in the "Relates To" search field to more narrowly dial in on the Relationship.
Yes! That would be a great solution for us.
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, Timeline's search functionality has been improved. Users can now search by Content, Entity, and People. This enhancement enables users to add additional options to limit the search and to filter search results further.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!
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