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NXT: Report on CTA Associated Persons

  • 4 October 2021
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Curious if I am just missing it or if there is no way to report on it today, but I would like to use the Associated Persons linked to a CTA in order to drive automation.   These were available in SFDC edition and I assumed the functionality would be replicated in Gainsight NXT.

 

 

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Best answer by rbegley 4 October 2021, 20:32

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Found this myself actually, I was just missing it.  Object is called Cockpit Associated Records and the Linked Object column will contain the Company Person ID.

 

Is there anyway to have this appear as the name vs the link?

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