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jeff_waldman
Contributor ⭐️⭐️
September 16, 2016

relationship 360 export

  • September 16, 2016
  • 1 reply
  • 19 views
Would like to have the ability to create a relationship 360 export similiar to Customer level that exits.  All of our data is stored at relationship level, and critical to be able to do so. 

    1 reply

    karl_rumelhart
    Expert ⭐️
    September 16, 2016
    Hi Jeff, please note that Success Snapshots and export of Success Plan became available for Relationships in the August release.  Have you tried that for your exporting needs?