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gunjanm
Expert ⭐️
March 26, 2020
New Idea

Company Person Lookup in Success Plans

Related products:CS Success Plans & Customer Goals
  • March 26, 2020
  • 18 replies
  • 418 views

Hi folks, 

Currently, when setting up a Company Person Lookup on a Success Plan, we do not have the option to Display the name associated, since the Display Field dropdown option only shows fields associated with the object designated on the field’s lookup - in this case, Company Person - whereas the Name is on the Person object. Using the Person object for the field instead limits our abilities to Filter the field to only show results related to the Company. It’s kind of funny since the Search Fields allow for the associated object lookup fields to be used, so this seems like an oversight. 

Our workaround solution for the time being will likely be to create an additional Name field on the Company Person object that gets populated by a Rule. This can lead to many issues, such as time delay discrepancies based on the Connector and the Rule, as well as duplication causing reporting confusion by other admins. 

Request: allow Display options to show associated object lookup fields also, so that I can show Company Person → Person → Name. Perhaps only for this system object, but that is a wider conversation. 

For Gainsight, ticket 100716 has exact details relating to this request.

 

18 replies

gunjanm
gunjanmAuthor
Expert ⭐️
September 30, 2020

@foster.sean92 @lindseyyoung5 can I get some upvotes please? This is from back with @sroma I think or another client, and it hit me hard today in our Success Plans!

Gunjan
sai_ram
Expert ⭐️⭐️
October 15, 2020

@gunjanm Awesome you got 9 votes for this request. I am bumping this to the top for more visibility!

gunjanm
gunjanmAuthor
Expert ⭐️
October 15, 2020

Thanks @sai_ram we’re running into this issue causing problems more and more...I’ll send you a message with a video overview I provided to my team showing how we are tackling it. 

Gunjan
sai_ram
Expert ⭐️⭐️
October 22, 2020

Thanks @sai_ram we’re running into this issue causing problems more and more...I’ll send you a message with a video overview I provided to my team showing how we are tackling it. 

@gunjanm sorry for the inconvenience, please share the video. 

gunjanm
gunjanmAuthor
Expert ⭐️
October 26, 2020

@sai_ram shared already via direct message, have you seen it?

Gunjan
sai_ram
Expert ⭐️⭐️
October 29, 2020

@sai_ram shared already via direct message, have you seen it?

@gunjanm received it and shared the video with the product team.

gunjanm
gunjanmAuthor
Expert ⭐️
January 18, 2021

@jamieordway 

  
End Proctoring-
 
Gunjan
Robert_DeLaO
Helper ⭐️
March 12, 2021

This is something that is important to my team as well. Thanks!

darkknight
Expert ⭐️
April 19, 2021

Adding my voice to this gap.  Wasn’t aware of this before and we hit it this week.

Anywhere Company Persons can be surfaced we should be able to pull in the Name via the lookup vs. create band-aid processes to address it.

 

@sai_ram can we get some additional eyes on this one?

Jeff Kirkpatrick
sai_ram
Expert ⭐️⭐️
June 22, 2021

@darkknight I was on sick leave and missed while I am back, will get this prioritize on this.