Skip to main content
New Idea

360 Section using reports from Customer Info

Related products:None
  • July 14, 2015
  • 1 reply
  • 1 view
ryan
jean.nairon
steve_davis
smorrisgainsightcom
seth
+7
  • ryan
    ryan
  • jean.nairon
    jean.nairon
  • steve_davis
    steve_davis
  • smorrisgainsightcom
    smorrisgainsightcom
  • seth
    seth
  • alen_horvat
    alen_horvat
  • tom_gerth
    tom_gerth
  • willybeanes
    willybeanes
  • brittany
    brittany
  • amanda_sepe
    amanda_sepe
  • dstokowski
    dstokowski
  • elizabeth_adams_c593ee
    elizabeth_adams_c593ee

jbarbiergainsightcom
I have created a report and a new 360 section that basically uses Parent Account as the Account ref field. This is basically creating a section that lists all child accounts on the parent accounts 360 page. However, the View icon for these child accounts link to the actual SFDC customer record rather than the apex 360 layout. It would be great if it would actually link directly to the 360 for the child account.

1 reply

karl_rumelhart
Forum|alt.badge.img+4
  • Helper ⭐️⭐️⭐️
  • 460 replies
  • July 15, 2015
A 360 section that links to other 360 pages from parent and child accounts is something we have been sketching out.  See below for one mockup.


 

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