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Gainsight Employee ⭐️
ngarala
Gainsight Employee ⭐️
December 4, 2023
New Idea

Ability for the attributes (fields) to search a company/ relationship person using the corresponding (company/ relationship) context in C360/R360

Related products:CS C360 & R360 & P360
  • December 4, 2023
  • 2 replies
  • 57 views

As per the current design of C360/R360, it does not support the filtering of records specific to the corresponding account when an attribute/field has a lookup to a company/relationship person. It would be great if we could implement this capability in the near future.

    2 replies

    lori_dinardo
    lori_dinardo
    Contributor ⭐️⭐️⭐️⭐️
    December 4, 2023

    This is essential for the way we do business.  We have our CSMs collecting data when they speak to customers.  One important piece of information is who are the primary & secondary contacts.  We use this by filling in fields on the C360/Attributes.  When selecting primary & secondary contacts we would like for the lookup to the contact to be filtered based on Company.  So if at company ABC there are 2 Aarons then I should see Aaron listed twice in the dropdown not 20 times.  

      benwanlessmenlo
      benwanlessmenlo
      Contributor ⭐️⭐️⭐️⭐️⭐️
      December 8, 2023

      @ngarala I recently created a post about adding filters to Editable lookup fields that appear in the C360 layouts. I believe we are thinking along the same lines!

      Absolutely essential!

      Best,

      Ben W.

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