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gunjanm
Expert ⭐️
September 3, 2024
New Idea

Allow Lookup One Layer Deeper on Home Portfolio

Related products:CS Reports
  • September 3, 2024
  • 4 replies
  • 45 views

It only allows you to go one layer deep on the Portfolio/Home columns for lookup fields. Should allow it to go at least one more, or better yet, parity with Report Builder would be great.

4 replies

alizee
VIP ⭐️⭐️⭐️⭐️⭐️
September 3, 2024

+1 for parity. It’s exhausting to find out disparities here and there and have to make up workarounds as we go along.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
Contributor ⭐️⭐️⭐️
September 3, 2024

Parity should be a requirement, yes!

romihache
VIP ⭐️⭐️⭐️⭐️⭐️
September 3, 2024

+1 for parity. It’s exhausting to find out disparities here and there and have to make up workarounds as we go along.

This

 

Continuous improvement is better than delayed perfection
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
September 3, 2024

+1 for parity. It’s exhausting to find out disparities here and there and have to make up workarounds as we go along.

This

 

 

 

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member