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

Forum|Forum|8 years ago
April 4, 2017
4 replies
36 views

prithvi_krishna
Contributor ⭐️

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?

azhar_uddin
Helper ⭐️⭐️
Forum|Forum|8 years ago
April 5, 2017

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

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+7

alex_legay
Helper ⭐️⭐️⭐️
Forum|Forum|8 years ago
August 18, 2017

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.

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bill_davis
Contributor ⭐️⭐️⭐️
Forum|Forum|7 years ago
September 16, 2018

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.