Skip to main content
  • Home
  • Ideas
  • Ability to Choose Fuzzy or Exact Search in C360
New Idea

Ability to Choose Fuzzy or Exact Search in C360

Related products:CS C360 & R360 & P360
azhar_uddin
lorraine_marquis
amber_boaz
darkknight
  • azhar_uddin
    azhar_uddin
  • lorraine_marquis
    lorraine_marquis
  • amber_boaz
    amber_boaz
  • darkknight
    darkknight
spencer_engel

I’ve never noticed this before, but it seems that the C360 search bar defaults to a “fuzzy” search. This is fine for the most part, but it’s become a little annoying because a lot of our team uses a 7-digit ID to search for their customer. So, for example, when you search for the customer that has the ID 6012853, Gainsight thinks it’s being helpful by giving me results that have an ID close to that number too. 

However, we don’t want that. We want an exact search so that I can see the Relationship records associated with 6012853 too. But I can never get the search to show me the Relationship records because of this “fuzzy search” behavior that I apparently can’t turn off.

3 replies

bradley
Forum|alt.badge.img+7
  • bradley
  • Expert ⭐️
  • 1129 replies
  • June 1, 2023

It also maxes out accuracy at a certain character length. I’ve had long customer names that won’t show up unless I type the full thing in exactly.

 

This is a year old and maybe not going anywhere, but a good search improvement ideas thread: 

 

Prasanna Krishna

We use Relationships all the time and navigating to the exact R360 is taking lots of efforts as we have to scroll all the Company results to see Relationships.

We should get an option to choose Fuzzy or Exact Match in Search configuration (on Company level)

spencer_engel
1 person likes this
  • spencer_engel
    spencer_engel
dayn.johnson
Forum|alt.badge.img+6
  • dayn.johnson
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 647 replies
  • April 24, 2024

This, 100!

spencer_engel wrote:

a lot of our team uses a 7-digit ID to search for their customer

Our teams use the SFDC account ID as their gold standard to specify the account in question, but the same logic applies. I’m unable to search by that ID, which makes it difficult -- especially when companies can have different names in Salesforce and C360.

 

"All knowledge is connected to all other knowledge. The fun is in making the connections." – Arthur C. Aufderheide

Reply


Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings