Released
Is there a way to search for Contacts/Users directly in Gainsight?
Similar to how we can search for Accounts using the search window, is there a way to search for Users/Contacts by typing there name in?
Currently, the search option only allows for searching by Account name. However, for our Enterprise accounts, with users or contacts numbering in the hundreds per account, it would be much easier in some situations to search for the user directly.
This would be similar to the search bar in Salesforce, that allows for Accounts or Users or Emails, etc.
I couldn't find a quick way to set this up or if this was even possible?
Currently, the search option only allows for searching by Account name. However, for our Enterprise accounts, with users or contacts numbering in the hundreds per account, it would be much easier in some situations to search for the user directly.
This would be similar to the search bar in Salesforce, that allows for Accounts or Users or Emails, etc.
I couldn't find a quick way to set this up or if this was even possible?