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US Admin Office Hours (Tuesday session) - 6/16/20 1 p.m. PST - Pre-session Thread

Forum|Forum|6 years ago
June 15, 2020
16 replies
360 views

Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held Tuesday, June 16, 2020. Submit your questions below as replies to this post, and we'll address them during our session at 1pm PT / 2pm MT / 3pm CT / 4pm ET.

Please note we are using a new conference line. Details are below. There is no need to register for the sessions. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details (Zoom):

Join Zoom Meeting

ID: 93972497920
Password: F7msaSQ3

‪(US) +1 877-853-5257‬

‪(IN) +91 0008000401530‬

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vmoore

Contributor ⭐️⭐️⭐️⭐️⭐️

Thanks Ricardo, I thought the same thing but the issue persists.

R

Ricardogs18

Contributor ⭐️⭐️⭐️⭐️⭐️

@vmoore I will be on, the later half of the call, I can show you what I did.

shiela_kern

Contributor ⭐️⭐️⭐️⭐️

@spencer_engel i wasn’t able to join today! do you think you can still take a look at my question? If you are unable when is the next session i can register for?

Question: I have a report off the activity timeline data space (screenshot below) and i am simply trying to put it on a dashboard and add a global filter for ‘Customer Success Manager Name’, so that via the global filter a CSM can look at their data. In the screenshot attached report #1 and #2 are off the data space (call to action), and i had no issue locating ‘customer success manager name’ to map the field for these reports. However for this report (#3) in the screenshot ‘customer success manager name’ is not available in the search to map. I’m wondering if that is because it is off the activity timeline object? is there a way i can add ‘customer success manager name’ here to select?

spencer_engelAuthor

Expert ⭐️

@spencer_engel i wasn’t able to join today! do you think you can still take a look at my question? If you are unable when is the next session i can register for?

Question: I have a report off the activity timeline data space (screenshot below) and i am simply trying to put it on a dashboard and add a global filter for ‘Customer Success Manager Name’, so that via the global filter a CSM can look at their data. In the screenshot attached report #1 and #2 are off the data space (call to action), and i had no issue locating ‘customer success manager name’ to map the field for these reports. However for this report (#3) in the screenshot ‘customer success manager name’ is not available in the search to map. I’m wondering if that is because it is off the activity timeline object? is there a way i can add ‘customer success manager name’ here to select?