Customize Gainsight Search

This makes perfect sense.

I can definitely see this being a larger lift project, but the QoL impact would be huge.

Being able to apply global filters to different search versions (similar to dashboards) so users were able to only view active companies, active users, etc. without having to guess which one to select would be a big timesaver.

Fantastic idea, ​@angela_domenichelli! 🔥

There are a couple of similar Ideas like this that have been raised (e.g.,

) and all are linked to similar asks. I’m hoping these are all being treated under one ‘bucket’ and the upvotes tallied together to show that there is a lot of interest in this!

Regards,

Matt Smith

I’ll add my idea from a few years ago

Great idea. We’d also welcome that! But we’d also welcome being able to add search criteria WITHOUT it degrading search performance to the point it becomes unusable, as is the case today. 

Hi all,

Just something to add as a bit of a ‘workaround’ until this Idea is looked at and progressed. 😁

One of my colleagues found that under Customer Data > Company/ Relationship/ People Admin screen you have a Search Configuration option. This allows you to add additional fields that show up when searching not only in the global search, but on things like Success Plan entry forms, etc.

By adding fields such as Status, although this won't filter the results, it will allow you to tell at a glance which search results you may want to choose. Just one limitation; you can only add a maximum of four fields and you cannot remove the mandatory ones (e.g., Name). Once you have chosen the options, you’ll need to choose ‘Sync Object’ in the bottom-left of the screen. If you update both Company and Relationship search options first, you can simply tick the box to sync both together at once:

I’d leave things overnight (possibly longer) before checking the changes, but once synced it’ll look something like this:

Regards,

Matt

Any update here? As we’re adding more CSMs to Gainsight, we get constant feedback about how the Global Search is confusing, they want more info, they can’t find the customer they’re looking for…

Curious when we’ll have more to share with our CS leadership.