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New Idea

360 Section using reports from Customer Info

Related products:None
  • July 14, 2015
  • 1 reply
  • 1 view
john_apple
jean.nairon
link_black
Ekta Kumari
lexaxaster
+8
  • john_apple
    john_apple
  • jean.nairon
    jean.nairon
  • link_black
    link_black
  • Ekta Kumari
    Ekta Kumari
  • lexaxaster
    lexaxaster
  • rketharaju
    rketharaju
  • Jack-Occleshaw
    Jack-Occleshaw
  • Pauline
    Pauline
  • susan_parker
    susan_parker
  • broghanzwack
    broghanzwack
  • verenalaw
  • austinlamb
  • Brianna Goodrum

jbarbiergainsightcom
I have created a report and a new 360 section that basically uses Parent Account as the Account ref field. This is basically creating a section that lists all child accounts on the parent accounts 360 page. However, the View icon for these child accounts link to the actual SFDC customer record rather than the apex 360 layout. It would be great if it would actually link directly to the 360 for the child account.

1 reply

karl_rumelhart
Forum|alt.badge.img+4
  • Helper ⭐️⭐️⭐️
  • 460 replies
  • July 15, 2015
A 360 section that links to other 360 pages from parent and child accounts is something we have been sketching out.  See below for one mockup.


 

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