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New Idea

360 Section using reports from Customer Info

Related products:None
  • July 14, 2015
  • 1 reply
  • 1 view
melissa_i_959be6
leanne
  • melissa_i_959be6
    melissa_i_959be6
  • leanne
    leanne

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.


 

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