Currently, we use Relationships in Gainsight to manage various onboarding projects. As we expand the number of project types we manage through Gainsight, it has become increasingly challenging to select the correct Relationship when logging an email to the Timeline using the Gainsight Assist Outlook plugin.
Our setup includes multiple Relationships with the same name for different onboarding projects, which are ingested from Salesforce. We distinguish these Relationships using different Relationship Types. However, the Gainsight Assist plugin search only displays Company Name > Relationship Name, without additional context to identify the correct Relationship.
To address this issue, it would be incredibly helpful if the search results in the Gainsight Assist plugin could be customized to display at least one more field. This additional field would provide the necessary context to easily differentiate and select the correct Relationship.
If there are any existing suggestions or workarounds to mitigate this challenge, we would be very interested in learning more about them.
