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prithvi_krishna
prithvi_krishna
Contributor ⭐️
April 4, 2017

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

  • April 4, 2017
  • 4 replies
  • 52 views
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? 

      4 replies

      azhar_uddin
      azhar_uddin
      Helper ⭐️⭐️
      April 5, 2017
      Hi,
      Currently there is no way to change the behavior. It always exports the UIView config. 
      alex_legay
      alex_legay
      Helper ⭐️⭐️⭐️
      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.
        bill_davis
        bill_davis
        Contributor ⭐️⭐️⭐️
        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.
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        September 28, 2018
        I'll convert this to an Idea, since there's still an open request here.
        Lila Krutel, Dir. Global Education Services
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