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katie_b
Helper ⭐️
August 15, 2024
New Idea

Option to set order of search results (Company>Relationship>Person)

Related products:CS Other Features
  • August 15, 2024
  • 8 replies
  • 172 views

We recently enabled P360 for a subset of our customers, but have found it makes search results challenging due to the increased number of results. We are heavy users of Relationships and 75% of the time when searching will be selecting an R360. When we search by company name now that P360 is enabled, we see the Company>Person>Relationship, since often the company name is in the email domain, so our CSMs are finding themselves always having to scroll to access the Relationships they really need. We’d like to see the search results either rearranged to Company>Relationship>Person or customizable so we can set it in that order for our instance.

8 replies

Jef Vanlaer
Helper ⭐️⭐️⭐️
October 24, 2024

I just enabled Person360 and we are experiencing the exact same thing. There’s a lot of scrolling involved to reach a Relationship, which is the item most users would like to open in our case.

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
October 24, 2024

This is why I haven’t enabled it in our instance yet. It was definitely making it much harder to find an appropriate company. 

Jef Vanlaer
Helper ⭐️⭐️⭐️
November 22, 2024

The fact that People are above Relationships is now causing CSMs to add information on Company level instead of Relationships again (because they don’t immediately see the Relationships). This is something we absolutely want to avoid for data consistency reasons. Please consider this idea, as it might lead us to shut down P360 again as ​@heather_hansen mentioned.

jparker
Contributor ⭐️⭐️⭐️⭐️⭐️
November 22, 2024

This is blocking our adoption of P360 and it will remain inactive until this can be fixed

Looking for my next role: Gainsight Lead / CS Ops Product Council Member. Let's connect: https://www.linkedin.com/in/jon-parker/
revathimenon
Gainsight Community Lead
May 28, 2025
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
Where focus goes, energy flows.
jenlpro
Helper ⭐️
September 25, 2025

Another one blocking users from adopting… we are looking at rolling this out right now, but seeing all of this feedback is giving me huge pause. We’re running into a few other technical challenges with P360 as well but this one would cause our users to experience a great deal of pain.

jordan_cook
Contributor ⭐️⭐️⭐️⭐️⭐️
January 6, 2026

We would love to have the ability to knock Company results to the bottom, since 99% of our users work at the R360 level. I don’t even dare enable P360.

Jef Vanlaer
Helper ⭐️⭐️⭐️
January 7, 2026

I have removed the Person records from the search now, which makes find the Relationship easier again while P360 is enabled. However, having Person records in the search is still useful. Being able to reorder to have Relationships at the top, and preferably adding a filter option on type of record is still highly desirable.