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How can Gainsight improve the Global search


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OdinKnutsen
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  • Contributor ⭐️
  • 2 replies
  • April 16, 2024

Would help out if it was possible to have the option to hide all non active accounts.


spencer_engel
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  • Expert ⭐️
  • 669 replies
  • April 24, 2024
OdinKnutsen wrote:

Would help out if it was possible to have the option to hide all non active accounts.

Or, to take it a step further, it would be awesome if Gainsight could just have something in the UI that makes it clear a customer is inactive/churned vs. active. Perhaps gray out inactive/churned customers? This would be super helpful for us because we are already at our limit for fields we can show in the search AND we have close to 20,000 customers, many of which have very similar or even identical names. 

 

Also, I have a separate post for this, but I think allowing an Admin to toggle between fuzzy and exact search would solve a lot of problems brought up in this post: 

 

 


keith_mattes
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  • Helper ⭐️⭐️
  • 187 replies
  • April 24, 2024

Filters.  Global search filters would be amazing.  Also if global search could recognize/leverage Permission Sharing Groups? 


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 643 replies
  • April 24, 2024
keith_mattes wrote:

Filters.  Global search filters would be amazing.  Also if global search could recognize/leverage Permission Sharing Groups? 

Yes! I’m a huge fan of the Google’s search tools. I use the Time modifier all the ‘time’ (😜) when I’m looking for the most up-to-date info on a given topic, so I don’t have to wade through outdated info.

Being able to add in filters (active contacts, churned accounts, etc.) would be 🔥

 


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 643 replies
  • April 24, 2024
spencer_engel wrote:
OdinKnutsen wrote:

Would help out if it was possible to have the option to hide all non active accounts.

Or, to take it a step further, it would be awesome if Gainsight could just have something in the UI that makes it clear a customer is inactive/churned vs. active. Perhaps gray out inactive/churned customers? This would be super helpful for us because we are already at our limit for fields we can show in the search AND we have close to 20,000 customers, many of which have very similar or even identical names. 

100%!

I used to use the Web of Trust extension for Chrome (can’t remember why I stopped), but their R-Y-G icons were always helpful when I was browsing search results. Something like that after each account name would be fantastic! (maybe with black or grey for an inactive account)

 


  • Contributor ⭐️⭐️
  • 4 replies
  • September 6, 2024

Hi, @gopal_rao_kallepu I was going to request being able to change the order of Global Search. We need Relationships to show first, especially now with People/Contacts showing up there too. Is this on the roadmap?. Also, minor but in Lightning, constantly end up searching in the SFDC search bar, just need to get used to not doing that 🤦🏽.


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