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.
New Idea
Option to set order of search results (Company>Relationship>Person)
+2I 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.
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+13This is why I haven’t enabled it in our instance yet. It was definitely making it much harder to find an appropriate company.
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+2The 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
+4This is blocking our adoption of P360 and it will remain inactive until this can be fixed
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