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amanda_rudyj
Contributor ⭐️⭐️
Oct 13, 2016 7:19 PM UTC
Question

Customer Search in Cockpit

Our CSMs need to be able to search the Cockpit by Customer. Grouping by Customer is not convenient with the number of accounts and CTAs they have.

5 replies

seth
Expert ⭐️
Oct 13, 2016 8:03 PM UTC
Hi Amanda,

For us, the built-in search bar works on customer name.

Also, as a bigger hammer, you can use the Filtering interface:

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amanda_rudyj
Contributor ⭐️⭐️
Oct 13, 2016 8:45 PM UTC
Using the advanced filter is an option. We have out filter in the cockpit set to search Cockpit title, which is equally important. Have you heard of a way to have this search bar search for both?
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seth
Expert ⭐️
Oct 13, 2016 8:51 PM UTC
Hi Amanda,
I wonder if we're talking about different search fields? This field in Cockpit gives me search results based both on the name of the customer and the name of the CTA:

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amanda_rudyj
Contributor ⭐️⭐️
Oct 13, 2016 8:52 PM UTC
I'm a dunce... I had tried this a while back and did not have any luck. Thanks for clarifying that for me!
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seth
Expert ⭐️
Oct 13, 2016 9:03 PM UTC
No worries! Glad to help!
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