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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.

Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.

User_BJ60E Newbie

Comments

  • Would need to have this option available basically on any report, but I first noticed it on a new Quotes report. Set it as detail view, set the date range, and then customize. Under the Customer/Project field options, I would go down to Lead and it'd give the options of Alt. Contact and Primary Contact, which is great and…
    in Adding Primary Contact Info to Any Report Comment by User_BJ60E Mar 22, 2022 7:32PM