You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Filtering a report by comparing Account "Display Name" with a Custom Field in Organization

edited Sep 20, 2016 5:36PM in Reporting & Analytics for B2C Service 10 comments

Content

I'm trying to create a report for people in our customer service dept so that each customer service representative sees only those opportunities assigned to them via a custom field.  

The Organization object in OSC has a custom field we added called "Customer Service."  Each organization that we add to our system will have a pre-determined customer service representative assigned to it.  So our Customer Service field is a list of the names of the people in our Customer Service dept.

The report I'm trying to create should display only those opportunities for which the Customer Service value and the account Display Name are the same.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!