We have widgets on the 360 that list certain types of people, would be great if there’s a way to have the drill down or the report link back to the p360 so the CSM can just click on the name, instead of having to search for the contact or go to the people section.
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Was looking to do the same for a report in a dashboard. Not perfect, but I was able to create a URL (formula) to p360 by adding a field to the Person object. Just need to concatenate the a p360 link w/o the personID with the person GSID. Something like this should work:
Not pretty, but functionally gets the job done:
Again, not perfect, and ideally the person’s name would just be hyperlinked to p360 like Companies and Relationships would be, but until then this is what we’ve done to get rid of some clicks are our users.
I think it would greatly increase adoption of P360 if you could click through to it from the Person’s name on any report.
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