Skip to main content
Solved

NXT: Report on CTA Associated Persons


rbegley
Forum|alt.badge.img
  • Helper ⭐️⭐️
  • 55 replies

Curious if I am just missing it or if there is no way to report on it today, but I would like to use the Associated Persons linked to a CTA in order to drive automation.   These were available in SFDC edition and I assumed the functionality would be replicated in Gainsight NXT.

 

 

Best answer by rbegley

Found this myself actually, I was just missing it.  Object is called Cockpit Associated Records and the Linked Object column will contain the Company Person ID.

 

View original
Did you find this topic helpful?

2 replies

rbegley
Forum|alt.badge.img
  • Author
  • Helper ⭐️⭐️
  • 55 replies
  • Answer
  • October 4, 2021

Found this myself actually, I was just missing it.  Object is called Cockpit Associated Records and the Linked Object column will contain the Company Person ID.

 


Is there anyway to have this appear as the name vs the link?


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings