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Currently, we use Relationships in Gainsight to manage various onboarding projects. As we expand the number of project types we manage through Gainsight, it has become increasingly challenging to select the correct Relationship when logging an email to the Timeline using the Gainsight Assist Outlook plugin.

Our setup includes multiple Relationships with the same name for different onboarding projects, which are ingested from Salesforce. We distinguish these Relationships using different Relationship Types. However, the Gainsight Assist plugin search only displays Company Name > Relationship Name, without additional context to identify the correct Relationship.

To address this issue, it would be incredibly helpful if the search results in the Gainsight Assist plugin could be customized to display at least one more field. This additional field would provide the necessary context to easily differentiate and select the correct Relationship.

If there are any existing suggestions or workarounds to mitigate this challenge, we would be very interested in learning more about them.

Adding another vote to show Relationship Types in the GS Assist plugin for Chrome/Gmail as well. We also ingest relationship names from other sources, and rely on the Relationship Type field to differentiate. Our users are struggling with adoption right now as they cannot accurately tell the difference between the relationship types in the GS Assist search.

We just ran into this today ourselves.  We have relationships for one of our service offerings and they often have a name similar to the account.  So you can’t tell which is the account and which is the relationship.  We are currently exploring appending a suffix to our relationship names to help identify them in g-mail.  Not a great solution, but should work.  

I have a similar issue as well. Our architecture is primarily relationship based. Even with extensive training and enablement our CSMs will log emails to the company by mistake. Being able to force the plug-in to only show relationships would be a huge help.

We use the MS Outlook plug in and have the exact issue.  Wishing GS would address this.

It would be great to apply the search configuration for both the company and relationship objects in Gainsight to the search function of the Gainsight Assist plugin.

We need to use a customer’s legal name, but they may have multiple branches. This means they have multiple accounts in Gainsight with the same name and we differentiate using location, ID etc in the search.

But it makes the Gainsight Assist plugin useless as you can only search via name. 

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