Hi there!
In SFDC, I can type in a contact in the search bar and it will pull up that person’s info… where can I search for contacts in GS like that?
Thanks!
Hi there!
In SFDC, I can type in a contact in the search bar and it will pull up that person’s info… where can I search for contacts in GS like that?
Thanks!
Not currently possible but has been requested --
Bummer, but at least it might be an option down the line:)
Thanks
Hey Please vote for this article asking for searchability.
Done!
There’s a work-around available on this one, though admittedly it’s not awesome. True, you cannot search for Persons from the top-center search bar that returns Companies or Relationships. You can build a table-style Report, place on a dashboard and then use the search functionality inside the Report’s column headers to find the Person, and thus their Company or Relationship.
Not pretty, but available to be built on currently existing functionality.
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.