We should be able to search on a custom field on the relationships object (and/or passthrough rel-comp field) in the Main Gainsight Search box at the top of Gainsight.
We search for customers in Gainsight using a custom 5-digit field on the Company Object. We use relationships primarily. When we search for this code in the primary Gainsight search - the result set returns Companies but not Relationships. If we click on Company, then the Relationships Tab in the C360, we can click on the correct relationship R360.
If we search by customer name - Gainsight returns both Customers and Relationships - and we can click directly on the Relationship we want. This is a big time saver, since we work almost all the time in relationships.
Currently we are blocked from searching custom fields on the relationship object “You can search the Relationship only with Name fields. If you add other than Name fields in the configuration, you can only view those fields, but cannot search Relationship with those fields.”
Adding the ability to search custom fields on the relationship would be consistent with what is available for company search supporting feature parity for relationships users.
