How can Gainsight improve the Global search

Echoing many of the responses above already, our end users do have to search through a list of similarly named, but not correct, account. We are using relationships, and often times the correct respective relationship on an account does not populate in the Global Timeline or Global Cockpit. 

This forces CSMs to have to navigate to the R360 of a Company to restart the process of creating an activity/CTA, which is frustrating and time-consuming. 

I would love to be able to search the name of the company + the CSM name + another attribute. 

+1 to all that’s been requested with a big ask from us to be able to search on GSID (admin qol as others have said).

This thread is 11 months old, do we have an update on where this is at or maybe we’ll hear tomorrow in the roadmap session @gopal_rao_kallepu ?

@gopal_rao_kallepu would you enable search based on fields in custom objects as well? scaling Gainsight becomes very difficult with multiple teams when we have a complex structure for our CSM teams

The top two challenges I face with the global search today are:

1. It uses an OR search function when there are multiple words. I would like it be more exact and use AND so that if I search for ‘Legacy Bank’ I only find clients with those two exact words. I don’t want to see every client with ‘bank’ and every client with ‘legacy’. Or at least enable a way for the search to be more exact if not everyone wants it like this.
2. The ability to move Relationship search results to the top instead of it defaulting to Company records at the top. We don’t use Company records. 

We are in the final stages of Upgrading to Gainsight NXT and our staff noticed right away the Global Search feature is not helpful at all as we are unable to search by Custom fields, we previously setup and used within Gainsight SFDC.

I agree with having the option to choose whether to include non-Gainsight Customers in the Global Search.  For our Company we would not include. 

Our Company needs the ability to Search based on Custom fields as well, as we also have multiple teams when we have a complex structure for our CSM teams.

Custom fields: Unique Aggregate Office ID, Customer ID, Unique Provider ID, Related Name (Account is also known as . . .)

Adding @Dheepak G to this thread.

The “or” logic in the Global Search makes it so very difficult to find the records you are looking for. Logically, you feel like typing in the exact name of the customer will get you right there, but in fact, the opposite is true, and you get more results displayed. Honestly, the Global Search is hardly useful for us at all, especially since we use Relationships and the list of results is pretty much doubled again.

We would love a way to make the Global Search more configurable at the user level. For example, if someone wants “or” logic, they could leave that setting alone. Or if a user would rather have “and” logic applied, they could select that option. It would also be nice if behaved more like a search engine, and users could drop quotes and/or other operators right in the query in order to perform more intelligent search operations.

Thank you all for your feedback, this was very helpful in gathering requirements on how to improve our search experience. To begin with, our primary focus would be to improve the overall search experience and bridge certain pressing gaps in the current search implementation in phases.
We are currently working on designs for the overall search experience improvements and
I will keep this thread updated on the timeline

Don’t know if it’s possible to still pile on, but like someone mentioned above being able to change the order so relationships are first would be a massive improvement for us or if Admins can restrict the search results to just relationships. we have to use relationships so we can segregate our actvities to specific products and we’re running into issues where they are captured at the Company which creates issues. Being able to filter out active, churn, or inactive would be great as well. 

Echoing another response, we have accounts with similar names, so being able to show the MRR of a customer or other company attributes in the returned search would help CSMs get to the account they need, faster!