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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

anirbandutta
Expert ⭐️
February 3, 2023

@Dheepak G on this

It's an opportunity for engagement
jenniferpa
Helper ⭐️
June 23, 2023

This option would be helpful in identifying the correct account.  Our use case is that we have several Companies with the same name so it is difficult for CMSs to know which is the correct account from the picklist.  If we had the ability to display additional attributes in the suggested company list view, we can display the unique account identifier (site ID) for our CSMs to easily identify the correct account to select.  

Contributor ⭐️⭐️⭐️⭐️
August 31, 2023

+++

It’s getting difficult for our CSMs to choose the right account as they have multiple accounts with the same names.

It would be good if we have the same search functionality the way we have it in Gainsight Global Search bar.

Contributor ⭐️⭐️
January 17, 2024

Hello - Checking to see if there is an update on an opportunity to get this idea implemented. 

Our CS team is experiencing similar issues with finding the correct account as there are multiple accounts with the same name. 

Adding in a field like the owner of the account would be very helpful. 

Thanks!