Company Person Lookup in Success Plans
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.
