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Question

Create a report off of a comment

  • December 24, 2018
  • 2 replies
  • 51 views

jon_harris
Hi all,

Within our Customer 360 we have a free text comments field within the Summary tab. This is only editable via the "Edit Summary" button. We use this field to provide an overview/current situation on the customer. We would like to be able to pull this field into a report.

Any ideas?

2 replies

sai_ram
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  • Expert ⭐️⭐️
  • December 24, 2018

Hi Jon,

its a field on CustomerInfo object. Please refer the below image.
 

customerinfo-8e641255-bb2c-4d02-b3ae-ef48a4e2d5ac-68461695.jpg


jon_harris
  • Author
  • Contributor ⭐️⭐️⭐️
  • December 24, 2018
Thank you, i'll look at building this out today.