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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.
Hi Amanda,





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





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



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?
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:






I'm a dunce... I had tried this a while back and did not have any luck. Thanks for clarifying that for me!
No worries! Glad to help!

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