We are trying to create a calendar view in CRMA with the Account Name visible. The problem is that this is a RELATED TO Field and we cannot pull the NAME, only the ID. Is there a way to do this so we can see the clients we're doing events for in the calendar view?
1 answer
Hi @Kristin Bobay,
In the recipe, you can join this filed containing the Id to record Id of Calendar, Contact, Lead & User data.
This will enable you to get fields like Name etc from these related objects in your dataset and therefore on visualization/tables.
