Skip to main content

Hi all,

 

diving into all the Success plan functionalities, we have found the need of pulling up a report of all the task owners involved in the Success plan.

As you know many people can be involved in a Success plan (Employees, Customers and Partners). Is there a way to create a report that list all the task owners in a single Success Plan while grouping them by Team (Customer, Employee or partner)? Maybe using the domain of the email, in this case instead of having a general Team (Customer ,Employee or Partner) we will have the specific name of the company.

One idea could be to add a a field on the Task level with the Team, but it would involve our users to do an extra manual step.

Thank you very much! 

Hi @stefanoboni !

Can you leverage any attribute of the User object (or Person/Company Person, I can't remember at the moment the limitations for sharing SPs, sorry!) to distinguish who are partners and who are clients? For example license type, a custom attribute?. Employees will be easier.

Then with that value + data designer you can use a case field to categorize your tasks owners as employee, customer or partner, and build the reporting you need using the data space as a source.

Hi @romihache,

thanks so much for the answer. Unfortunately, we don’t have any field in the user object that we can leverage to get the Team of the contact. I’m thinking of adding a new field in the Object to strip the domain from the email.

Thank you again!

Reply


Terms & ConditionsCookie settings