Question

Create a report off of a comment

  • 24 December 2018
  • 2 replies
  • 34 views

Userlevel 3
Hi all,

Within our Customer 360 we have a free text comments field within the Summary tab. This is only editable via the "Edit Summary" button. We use this field to provide an overview/current situation on the customer. We would like to be able to pull this field into a report.

Any ideas?


2 replies

Userlevel 7
Badge +2

Hi Jon,

its a field on CustomerInfo object. Please refer the below image.
 

customerinfo-8e641255-bb2c-4d02-b3ae-ef48a4e2d5ac-68461695.jpg

Userlevel 3
Thank you, i'll look at building this out today.

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