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gunjanm
Expert ⭐️
September 30, 2020
New Idea

Company Search Configuration Filters

Related products:CS C360 & R360 & P360
  • September 30, 2020
  • 17 replies
  • 440 views

I recently enabled CSM as a field searchable up top, so a CSM or their manager could type in a CSM’s name and options would show their portfolio. However, I would like to include only Status = Active, as in exclude Churned customers. There is no way to do this right now, making this a little noisy in the end!

17 replies

gunjanm
gunjanmAuthor
Expert ⭐️
September 30, 2020

@lindseyyoung5 @foster.sean92 @jean.nairon @CurtisValentine @sacha @mathieu.brillon @sroma thoughts? 

Gunjan
jean.nairon
Expert ⭐️
October 1, 2020

Good idea! Does search show all accounts the CSM is assigned to?

Jean
sai_ram
Expert ⭐️⭐️
January 13, 2021

@gunjanm and @jean.nairon Thanks for sharing this here. Our product team is looking into this, I will update you here once I hear from them. 

gunjanm
gunjanmAuthor
Expert ⭐️
January 13, 2021

@jean.nairon yup that’s exactly how it functions, along with any Customer names that might be applicable too. Filters on the search configuration would be more than amazing though. 

  
End Proctoring-
 
Gunjan
jean.nairon
Expert ⭐️
January 13, 2021

@gunjanm - can you un-assign churned accounts or just mark the CSM name in a text field so you can remove the assignment?

Jean
gunjanm
gunjanmAuthor
Expert ⭐️
January 14, 2021

@jean.nairon unfortunately not, due to multiple product lines and only some of them being in Gainsight but the data of others still surfacing in Sally Quick Insights reports. It’s a complicated team and product structure!

  
End Proctoring-
 
Gunjan
sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
September 24, 2021

Excluding churned from the search in general would be great -- or at least, a more dynamic search that the CSM could choose to enable seeing Churned customers in the search result return but by default they are excluded.

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
gunjanm
gunjanmAuthor
Expert ⭐️
September 26, 2021

Excluding churned from the search in general would be great -- or at least, a more dynamic search that the CSM could choose to enable seeing Churned customers in the search result return but by default they are excluded.

YES exactly

Gunjan
gopal_rao_kallepu
Helper ⭐️⭐️⭐️
September 29, 2021

We are planning to enhance the Global search configuration to include such default filters, this is in our roadmap. Will share more details once we pick this up.
Thanks for sharing thi@gunjanm .
@everyone Please upvote if this impacts you, and help us prioritise this appropriately 

Gopal
Gainsight Employee ⭐️
October 5, 2022

@gopal_rao_kallepu is there any update on this? Many Admins desire this filtering, for a variety of use cases, although the end goal is to filter out unwanted listings in the Company Search.