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Include the opportunity id in the export file of Renewal Center

  • 4 January 2022
  • 1 reply
  • 5 views

Userlevel 3

Hi Team,

Customer has the use case that a Sales Manager could go into the Renewal Center and be able to download and compare with data from other systems of operation. Currently, we are not including the field: ”Opportunity ID”  as part of exportable reports from the Renewal Center. Can you please look into this and include this field in the export file from the table view.

Thank you.

 


1 reply

Userlevel 1

Hi @Syam Sunder 

You can update the ‘GS Opportunity’ object in data management and add a custom field that has a lookup to GS Opportunity ID. 

Once this is saved, this field becomes available to be added to ‘Table View’ in RC and then you can as well export it in reports. 

Hope this helps! 

Thanks

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