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alizee
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June 10, 2024
New Idea

Allow display Summary field in CSQL > Description

Related products:CS Renewal Center & CSQL
  • June 10, 2024
  • 0 replies
  • 17 views

Hi there,

Going straight to community for this one. Currently, the description field in CSQLs, which can combine data from up to 15 fields from Company, Relationship and Person doesn’t seem to support rich text fields to be included in the pre-generated description.

Company > Summary unavailable in Description field setup
Relationship > Comments unavailable in Description field setup

But the fields in which we write up a customer summary are commonly:

  • Summary standard field (company) 
  • Comments standard field (relationship). 

 

We actually would need this rather frequently because the company or relationship profile already contains key information seen from a CS perspective, it’s already summarized and it’s silly to have type it up again to pass it to Salesforce in the CSQL.

Please consider this request for enhancement.

PS: I’m already implementing this “feature” with workarounds only, and yes, the summary or comments field could be parsed with a concatenation with a rule but it would render as a mess in the description field on the Salesforce side. 

Thanks. 

A