Friday, June 21, 2019

Pull First Name of the Assigned Rep in a Case Record

Since the Assigned To field shows the Complete Name of the Support Rep, users can still pull the First Name of the Support Rep by creating a Custom CRM Field and use the Custom Field to display the Assigned To First Name. See the steps below:

1. Customization > Lists, Record, & FieldsCRM Fields >
2. Enter LabelType = Free-Form Text; Store Value=F
3. Applies To=Case
4. Validation & Defaulting= {assigned.firstname}
5. Click on 

Edit the case search that triggers the Customer Survey alert to use the ID of the Custom field i.e. custevent20 etc. The same applies when doing a Mail Merge.

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