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prathap
Contributor ⭐️⭐️
October 23, 2020
New Idea

Search with Company attributes in Plugin

Related products:CS Plugins
  • October 23, 2020
  • 14 replies
  • 230 views

Hi Team,

 

As of now we have an option to search the Company/Relationship names in the plugin while logging Timelines. Can we provide an ability to search with user attributes the same way we have an option to configure the search in NXT.

 

This was a request from one of our customers.

 

Thanks,

Prathap

14 replies

phani_kumar
Gainsight Employee ⭐️⭐️
November 3, 2020

Definitely, a Nice option to have this.

sai_ram
Expert ⭐️⭐️
December 18, 2020

Hi Team,

 

As of now we have an option to search the Company/Relationship names in the plugin while logging Timelines. Can we provide an ability to search with user attributes the same way we have an option to configure the search in NXT.

 

This was a request from one of our customers.

 

Thanks,

Prathap

@prathap do you have any use-case from the customer? If not could you please get the use-case.

sai_ram
Expert ⭐️⭐️
January 13, 2021

@prathap we need the use-case to proceed further.

tippetts
Contributor ⭐️⭐️⭐️
August 27, 2021

Hi @sai_ram , not sure if this is the same thing proposed by @prathap , but we’d like to have the ability to differentiate Accounts when looking them up in the Outlook Plugin. We often have different Accounts that have the same name, but it’s hard to know which is which from the dropdown in the plugin: 

Inside Gainsight we are able to add additional fields to help differentiate: 

 

Expert ⭐️
September 23, 2021

Hello All,
we have this in our roadmap, once it is prioritised we will let you know the updates.

saltamash
Helper ⭐️⭐️
February 21, 2022

Hi @anirbandutta 

Can you let us know if there is any progress on this? This has come up multiple times by my end users and right now there is no way for them to know if they are logging the activity against correct account.

anirbandutta
Expert ⭐️
February 21, 2022

Hi @anirbandutta 

Can you let us know if there is any progress on this? This has come up multiple times by my end users and right now there is no way for them to know if they are logging the activity against correct account.

@soumitrasahu would you be able to share the latest?

It's an opportunity for engagement
AnaCosta
Contributor ⭐️⭐️⭐️
February 22, 2022

Are there any update on when this might be available? 

This feature would be much appreciated … right now for us when documenting to the timeline via Gainsight assist CSMs can't identify which record is the parent and which one is the child, if both records have the same name.

 

ebell
Gainsight Employee ⭐️
Gainsight Employee ⭐️
October 21, 2022

Hi @anirbandutta 

Can you let us know if there is any progress on this? This has come up multiple times by my end users and right now there is no way for them to know if they are logging the activity against correct account.

I have a customer with this same concern that has just launch with Gainsight. Adding a comment for traction and tracking.

Emily Bell, Sr. Enterprise Technical Support Analyst
hillarydj
Contributor ⭐️⭐️⭐️
February 3, 2023

I’m having a similar issue as @tippetts above. 
It would be great if we could add “search configuration” attributes to the Outlook plugin- similar to how we are able to do this in-app. For our org, I would at least add status to differentiate betwween active and inactive accounts. When we merge accounts in SFDC- this leaves us with an “inactive” record with a very similar name to the “active” account leadning to alot of confusion.

Hoping this is still on the roadmap and we can get an update soon!