Customizing Survey Participant Fields
We want to be able to report on our NPS survey responses by role within the the company.
Right now the Survey Participant Role/User Role is autofilled by an Account Contact field, but not the correct one. We have both Title, which is a free text field, and Role, which is a dropdown text field. It is currently pulling from Title rather than Role.
I reached out to Support and they informed me this formula could not be changed. Can we please make it customizable? As it stands, I have to export two different reports since they are different data sources, one on the Survey Participant and one on the Account Contact, and then vlookup the results to match Contact Role to Participant and then manually filter. This would be a great help!!
Right now the Survey Participant Role/User Role is autofilled by an Account Contact field, but not the correct one. We have both Title, which is a free text field, and Role, which is a dropdown text field. It is currently pulling from Title rather than Role.
I reached out to Support and they informed me this formula could not be changed. Can we please make it customizable? As it stands, I have to export two different reports since they are different data sources, one on the Survey Participant and one on the Account Contact, and then vlookup the results to match Contact Role to Participant and then manually filter. This would be a great help!!