Easily Insert Option Field into the Customer Service Report

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How to Insert Option Field into the Customer Service Report

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all right hi welcome back okay so in this video were gonna talk about reporting and metrics for those who are doing reporting for your customer service team maybe you are the customer service leader maybe you are the director of operations or you are the owner of the business so what im going to show you today five principles two simple customer service reports all right so if youre an sme if youre a leader in operations or customer service this is for you also im gonna share at the end of this video a link where you can download our customer service simple reports template our spreadsheet so that you can track your customer service metrics so our tracker will show you insights about your customer service right so you can download that at the end of this video so make sure you stay alright so lets get into this [Music] so [Music] hello there khaled here from yes hello elias hello we help smes to streamline your customer service so that you can retain more customers and convert mo

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How do you add a field to a report?

When you find the field you want to add, do one of the following to add it to the form or report: Double-click the field. Drag the field from the Field List pane to the form or report. Hold the CTRL key and click several fields, and then drag them all to the form or report at the same time.

How do I create a field service report?

A field service report should include the following information. Customer and technician information (name, address, contact information, and company name) The reported issue. The inspection report including visuals. The repairs/replacements required. Actions to be done by the technician. Follow-up audits, if necessary.

How do I add a field to a Salesforce report?

From the Fields Available for Reports section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.

How do I add a new field?

Add a field by using a field template On the Home tab, in the Views group, click View, and then click Datasheet View. On the Fields tab, in the Add Delete group, click More Fields. Select a field in the More Fields list to insert the new column.

How do I add a field to a standard report type in Salesforce?

Simply go into Setup-Create-Report Type, click the Selected Fields button and add the field. To answer your questions in your comment: You cant modify standard report types with the exception of adding new fields to the sobject and having them listed on the report type.

What is one way to add fields to a report in design view?

Add a field in Layout view On the Design tab, in the Tools group, click Add Existing Fields. The list of available fields is displayed. Drag a field from the Field List onto the report. As you move the field, a highlighted area will indicate where the field will be placed when you release the mouse button.

How do you add a field to a report type?

From the Fields Available for Reports section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.

How do I add a custom field to a standard report?

0:52 4:35 How to add fields to custom report types in Salesforce - YouTube YouTube Start of suggested clip End of suggested clip So once youre in the setup menu search report type and were going to search report types. AndMoreSo once youre in the setup menu search report type and were going to search report types. And lets just click continue here. And so heres a list of all our custom report types the one well be

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