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sdrostgainsightcom
Gainsight Employee ⭐️⭐️⭐️
September 20, 2022

US Admin Office Hours (Tuesday session) - 09/20/22 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

  • September 20, 2022
  • 12 replies
  • 200 views

Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session today, Tuesday, September 20, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm ET.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Tuesday,  September 20, 2022 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95579728548?pwd=UGRNbnlmK2MrMFJDV3BNRzlTeERwQT09

 

Meeting ID: 955 7972 8548

Password: 457364

 

For dial-in info by your location, find your local number:

https://gainsight.zoom.us/u/a3hcfBNC2

    12 replies

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    sdrostgainsightcom
    sdrostgainsightcomAuthor
    Gainsight Employee ⭐️⭐️⭐️
    September 20, 2022

    Hello @jeremy_johnston -- sorry we couldn’t get to your questions there at the end, but I can at least give you some useful info here to pursue between now and Thursday:

    • For Company Global Search (used when you type a Company name into the search bar up at the top of the Gainsight app, or search for a Company when creating a Timeline entry from Global Timeline or in a CTA that you create from the general Cockpit), there is NOT a way for the Admin to limit to, say, Active Status only in the returned results.
    • HOWEVER, with a support ticket, you can ask for filters to be added to the Global Search for Company records:
      • The simplest filters - Status = Active, or for a picklist like Type, = Customer or Type = Partner, work well if inactive/prospect records in Company are cluttering searches.
      • Note that you cannot use operators that can’t run an indexed search - hence having to ask for the 3 types you WANT, rather than a single type you want to exclude (i.e. can’t request “Type != NonCustomer”) - pretty sure “Contains” isn’t allowed either.
      • I’ve got an ask in for add’l details re: what’s possible for these back-end requests and what isn’t, as well as searching for Admin-driven ability to do this might be in backlog.
      • Also, performance on the search begins to suffer pretty quickly when more than a couple of filters are added, so there’s definitely a balance.
    • ALSO (and you probably already do this) you can configure the global search to show more columns, so adding “Type” or “CSM Name” or something might help them more quickly find the one they are looking for.

    This doesn’t affect Dashboards, obviously - you’d have to add a Global Dash Filter for, say Active companies only and lock it, but with locked filters, it can work pretty well.

    Let me know if you have any immediate followup questions here, or if not, we’ll talk Thursday!

    Scott Drost, Gainsight -- Principal Customer Success Architect
      jeremy_johnston
      jeremy_johnston
      Helper ⭐️
      September 21, 2022

       Thanks Scott, I wasn’t aware of the option to request a filter for Global Search, that’ll be a great start for us.  I’ll get that request in today.

      When you get more detail around those addt’l details I’d love to see them too.

      Appreciate the detailed follow-up!

      -JJ

       

      Hello @jeremy_johnston -- sorry we couldn’t get to your questions there at the end, but I can at least give you some useful info here to pursue between now and Thursday:

      • For Company Global Search (used when you type a Company name into the search bar up at the top of the Gainsight app, or search for a Company when creating a Timeline entry from Global Timeline or in a CTA that you create from the general Cockpit), there is NOT a way for the Admin to limit to, say, Active Status only in the returned results.
      • HOWEVER, with a support ticket, you can ask for filters to be added to the Global Search for Company records:
        • The simplest filters - Status = Active, or for a picklist like Type, = Customer or Type = Partner, work well if inactive/prospect records in Company are cluttering searches.
        • Note that you cannot use operators that can’t run an indexed search - hence having to ask for the 3 types you WANT, rather than a single type you want to exclude (i.e. can’t request “Type != NonCustomer”) - pretty sure “Contains” isn’t allowed either.
        • I’ve got an ask in for add’l details re: what’s possible for these back-end requests and what isn’t, as well as searching for Admin-driven ability to do this might be in backlog.
        • Also, performance on the search begins to suffer pretty quickly when more than a couple of filters are added, so there’s definitely a balance.
      • ALSO (and you probably already do this) you can configure the global search to show more columns, so adding “Type” or “CSM Name” or something might help them more quickly find the one they are looking for.

      This doesn’t affect Dashboards, obviously - you’d have to add a Global Dash Filter for, say Active companies only and lock it, but with locked filters, it can work pretty well.

      Let me know if you have any immediate followup questions here, or if not, we’ll talk Thursday!

       

      -JJ
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