How can Gainsight improve the Global search

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 🤦🏽.

Relationship pains for us as well.  We use relationships almost exclusively.  One consideration - we search mostly by a custom field “Client ID” on the Company associated Company Object - but that custom field “Client ID” in search only returns company records.  If I search by Company Name - it returns both Companies and Relationships associated to the company name.  It would be nice to have the custom field do the same thing - relationship parity!   

I will echo Relationship Results First in the Search Results - that would be a huge help for us.

Our teams would like to see a Google-like search capability. Rather than narrowing down the search to just a couple of fields, index everything and give me search results like a search engine would do. I want to be able to search in natural language and be shown relevant results from across the platform.

Many of our users came from Planhat, and they loved their version of search over the Gainsight style.

Echoing many of the points already mentioned. I would like to share key feedback and a suggested improvement that our team is seeking.

We often struggle with navigating through a list of similarly named but incorrect accounts. Example, we end up having similar/almost same named accounts but from different regions. Many a times, the results even shows accounts that no longer a customer of us or contracts (Relationships) that are Inactive.

Idea - We need a filter option right at the corner of the search block. While we (CSMs) search for an account, we can easily use the filter to provide me the results based

• Status of Company/Relationship to Active
• Specific to a region like APAC, EMEA, AMERICAS

There’s also a feedback I would like to share and seeking for a better approach on the number of results we show.

We use relationships extensively, the appropriate relationship for an account frequently fails to appear (example below) in all the search results - Global search/while logging CTA/Timeline from Global Timeline/Cockpit. This forces us i.e., CSMs to go to the R360 page of the Company to restart the process of creating an activity or CTA, which is both frustrating and time-consuming.

We have accounts where they are customers to more than 20+ our products/relationships. However, when I accurately search the ‘client A’, the relationships search results only show only 20 relationships related to this account in specific.

The filter option in Global Search helps users identify accounts, but limiting search results to 20 records is an issue. Additionally, it is not feasible to include filters in the search section when creating a Timeline or CTA from global pages. We kindly request that you take this feedback into consideration regarding the restriction on the number of records shown in search results.

I fully support all recommendations concerning Relationship Search Results. As a strong proponent of Gainsight’s AI/Horizon AI, our team is keenly interested in an advanced search engine capable of accurately analyzing accounts and their relationships based on prompt given. Achieving a Global Search powered by Natural Language Understanding, end-user personalization, and refined, concise results would represent a significant advancement for the platform.

Related: 

Agreed with most of the feedback here & will add that, depending on future enhancements, it could be useful to integrate CoPilot functionality into the standard Gainsight search bar (based on admin enabling) to allow for more nuanced searching by users.