Company Person Lookup in Success Plans

Related products:CS Success Plans & Customer Goals

Forum|Forum|6 years ago
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.

Show previous replies

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donnajfuchs

Contributor ⭐️⭐️⭐️

Yes please! This would be so valuable for our team.

Anil Raj Pujari

Helper ⭐️⭐️

Thank you for the feedback. I feel two level lookup will help solve the usecase. Upvotes will help prioritise this feature in future roadmaps

spencer_engel

Expert ⭐️

I’d like to extend this idea to everywhere in the product. This same issue consistently comes up in data permissions too. If I want to lock down permissions on GS Opportunity, for example, I can only access attributes from the GS Opportunity object, which is useless. I need to be able to look up to the Company. Same concept as what this post is saying.

lori_dinardo

Contributor ⭐️⭐️⭐️⭐️

I just ran into this issue again this week. Not only would it help to be able to select the person name but also if there was a way to just associate people with the success plans like we could prior to the horizon update. (looking for that idea to upvote)

gunjanmAuthor

Expert ⭐️

@lori_dinardo this issue persisted prior to Horizon Success Plans.

Gunjan

lori_dinardo

Contributor ⭐️⭐️⭐️⭐️

Here’s a screen print from our older training document with the associated people on the success plan. If we can’t add in a feature like this, at a minimum selecting the person name (Instead of ID or creating a rule to populate the name) would be helpful.