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Customer contact search in GS

Related products:CS C360 & R360 & P360
  • October 19, 2020
  • 6 replies
  • 149 views

We can only search for customer name to find out a customer ? We tried contact name and only if its a primary contact its listing in the search. Is there a way we can search for other contacts in SFDC and also search by email, phone number etc?

6 replies

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • October 30, 2020
alerapozeiras wrote:

We can only search for customer name to find out a customer ? We tried contact name and only if its a primary contact its listing in the search. Is there a way we can search for other contacts in SFDC and also search by email, phone number etc?

@alerapozeiras Are you talking about the Salesforce search?

Attaching the Salesforce search component for reference.

  


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  • Author
  • Contributor ⭐️⭐️
  • 5 replies
  • November 4, 2020

Hi, 

No, we are talking about the Gs search:

 


dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • November 5, 2020

Hi @alerapozeiras the search bar at the top of the Gainsight header is for searching Customers or Relationships. It does not support searching by Person (contact) yet. Though we are planning to introduce a Person 360 page construct and once that’s available, then we’ll most likely extend searching to include by Person details. 


sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • December 4, 2020

@alerapozeiras did you get a chance to view comments posted by @dan_ahrens


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  • Author
  • Contributor ⭐️⭐️
  • 5 replies
  • December 4, 2020

Yes, Thanks. 

We will wait for the Person 360 page.

 


sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • December 22, 2020

@alerapozeiras changed this to idea for better tracking purpose.


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