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Custom Objects Reporting -> Associating Accounts to Account Groups

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edited Nov 20, 2015 8:50PM in Reporting & Analytics for B2C Service 2 comments

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Hi all,

We created a custom object where one of the fields within the object is a "Accounts by Group" menu field.

In the report, I added 3 columns

1. incident reference number (inserted by the workspace lookup)

2. custom object accounts -- added by what user adds to the workspace

3. want to add a column to display the group associated with the custom object account.  we initially added acct_group_id; however, this is pulling the group ID associated with the account in the incident object versus the custom object.

Does anyone know how we can associate the custom object "accounts by group" to the group id?

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