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Gainsight Employee ⭐️
June 16, 2026
New Idea

We are unable to search for custom field data that uses the Company Person lookup field while creating Customer Goals.

Related products:CS Cockpit & Playbooks
  • June 16, 2026
  • 0 replies
  • 16 views

When creating a Customer Goal, the “Custom field” with a Company Person (CP) lookup does not return any results—the field scrolls indefinitely without populating any person records. Interestingly, the same lookup works fine when editing an existing goal, although the Person GSID is displayed instead of the name.

 

@AshutoshP