+2
We are creating a success snapshot that includes a report of Customer Goals. We can choose the company and success plan for the snapshot to reference, however, for the report, we can’t seem to only show the goals associated with the success plan selected - it shows all of them.
Is there a way to identify goals associated with a customer’s specific success plan so that only those are included in the snapshot?
Best answer by heather_hansen
View original
+10
+2
Thank you!! I’ll try that!
+2
Yes, report on the “Customer Goal Association” object. See below for snapshot.
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
