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New Idea

Link "Goal Name" to the Customer Goal record in C360

Related products:CS Other Features
matthew_lind
heather_hansen
andreammelde
sarahmiracle
+2
  • matthew_lind
    matthew_lind
  • heather_hansen
    heather_hansen
  • andreammelde
    andreammelde
  • tammy_c
  • sarahmiracle
    sarahmiracle
  • dayn.johnson
    dayn.johnson
  • alliheller

sarahmiracle

Why doesn’t the Goal Name field on the Customer Goals object link out to the goal record on the C360? 

This is how many other objects function:

  • CTA Name takes you to the CTA
  • Subject takes you to the Timeline entry
  • Success Plan name takes you to the Success Plan

Please make this functionality available to improve reporting on and using customer goals.

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