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.
+9Hi Amanda,
For us, the built-in search bar works on customer name.
Also, as a bigger hammer, you can use the Filtering interface:
For us, the built-in search bar works on customer name.
Also, as a bigger hammer, you can use the Filtering interface:
AI Transformation @ Gainsight
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?
+9Hi 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 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:
AI Transformation @ Gainsight
I'm a dunce... I had tried this a while back and did not have any luck. Thanks for clarifying that for me!
+9No worries! Glad to help!
AI Transformation @ Gainsight
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