Create a report off of a comment

  • 24 December 2018
  • 2 replies

Userlevel 2
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.


Userlevel 2
Thank you, i'll look at building this out today.