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Hi,

When a user searches through contacts to add to a relationship, she/he wants to be able to search the company for people to add. Instead, when searching, all people in our Gainsight instance are displayed which makes it hard to sort through and find the existing client contact.

Steps to reproduce: Go to an active R360 → Contacts → click + Person button → Search for an Existing Person → type in partial name → click Search → notice all names from company person display (not just ones tied to the company) making it hard to find the right contact.

Is there a way to configure this or do I need to submit a product idea?

I came across the same issue while trying to add correct ‘Client Contacts (Business)’ for application. It’s important for me as without clear indication of the final owner of the application, we won’t be sure who to reach out to and discuss relevant application features/description, etc

This is a critical feature enhancement that gainsight should look into, current functionality is not user friendly and creates confusion.

 

Ajit

@Dheepak G to put this on your radar

any updates on this? 

Following up on this as well. We have started to use relationships heavily, and want users to associate their relationship specific contacts. However, the search for associating contacts is not intuitive as to what company the returned contact is associated with. It doesn’t seem to filter inactive contacts either.

As a result we have inactive Company Person contacts associated with a relationship from the wrong company.

We should really be able to limit the association search to only active company person records in the company associated with the relationship. 

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