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?
Create a report off of a comment
Userlevel 2
Userlevel 7
+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.
Reply
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