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gopal_rao_kallepu
Helper ⭐️⭐️⭐️
April 13, 2022

How can Gainsight improve the Global search

  • April 13, 2022
  • 36 replies
  • 856 views

We are interested in your feedback 

We are currently working on improving the Gainsight Global Search, we want to improve the user experience around global search. A couple of the things we are already considering include

  1. Administration - Supporting filters in the search configuration. These filters help admins restrict in-active and non-relevant records from appearing in search results. (here)
  2. Recent searches - Showing the recent searches to users. (here)

Few inputs that would help me here are

  • What are the top 2 challenges you face with global search today ?
  • What can we improve to make it easier for you to find the desired Company/Relationship record ?
  • What other entities do you want to search using Global search ?

Also any other thoughts or ideas that you may have to improve the Global search would be super helpful.


Thank you all for your wonderful ideas.

Gopal

36 replies

Dheepak G
January 29, 2024

@jessica_owens We can configure for company attributes to be shown along with the result. Kindly refer the documentation for configuring them here

kstim
Helper ⭐️⭐️
January 29, 2024

Also echoing from others that one of our biggest challenges with the current global search functionality is when we’re searching for a client, a ton of other non-related and/or inactive client names appear. Love the idea of being able to filter which clients can appear in the search bar (i.e. only active clients, etc.).

matthew_lind
VIP ⭐️⭐️⭐️⭐️⭐️
January 29, 2024

I’m perhaps out over my skis here, but I have to believe Horizon AI could improve the Search Bar significantly.

  • Imagine if Horizon AI would prioritize results based on which entries were clicked after similar previous searches.
  • Horizon AI prioritizes the accounts on which you have a lot of activity, or where your name appears frequently in Timeline updates or as the CSM.
  • And non-AI, I wish search would “failover” to a list. Searching the results on-screen can be tricky, especially if you’re limited to just 4 attributes to display (Relationship users know exactly what I mean). If a search could fail-over to a longer listing page that was itself definable, that would be extraordinary.
  • And also non-AI, with an analogy to sticky Dashboard filters, it would be outstanding if a user could declare filters on their Global Search that Gainsight retained. This would speed up the surfacing of likely results, and still over the user the opportunity to remove or relax the default filters when necessary.
Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
January 30, 2024

Would help us a ton if we had the option in the admin side to filter what accounts can or cannot show up in the search based on Company fields.

jessicatang
Contributor ⭐️⭐️⭐️⭐️
March 8, 2024

Hope this will get put on the roadmap this year! Some of our best end-users continue to bring up the pain points that have already been listed above by myself and others. 

Also +1 to the idea of searching on relationships only! It would be extra awesome if a filtered search feature could allow a user to filter out all relationships that they are not on too. 

OdinKnutsen
Contributor ⭐️
April 16, 2024

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

Odin Knutsen - CS Operations Manager
spencer_engel
Expert ⭐️
April 24, 2024

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
Helper ⭐️⭐️
April 24, 2024

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

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
April 24, 2024

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 🔥

 

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
April 24, 2024

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)

 

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member