Ability for attributes showing on the C360 PDF exported file TO match the attributes on the C360 UI

Related products: CS Reports & Dashboards

The attributes that are shown in the C360 view are different from the attributes that are shown on the Exported PDF file.





Workaround followed:







  • Create a UI View for the tab Customer 360

  • Add the fields which the client wants to see under Attributes in C360

  • Save the UI view

  • Now if they export the C360, the fields that we added in the UI view will show up in the attributes section on the exported PDF file
Is there any way to change this behaviour? 
Hi,


Currently there is no way to change the behavior. It always exports the UIView config. 
Hey Azhar,





I understand that it is expected behavior but this is a limitation as you are restricted to using only account fields in the UI view.
Not only are you locked in on having to use the UI View you are given you cannot control the sections that get included.





My C360 Export includes a Custom Section I built, but I cannot explain how it got to be a part of the Export.





As written, a completely useless feature.
I'll convert this to an Idea, since there's still an open request here.