Easily Insert Required Fields from the Customer Service Report

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How to Insert Required Fields from the Customer Service Report

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on a weekly basis its important to take stock of the customer situation in general i want to take you back to what we did at amazon back in the 1999 2001 period when i was running customer service back there because it gives you maybe a picture of how this could be done on a weekly basis we had two weekly meetings at amazon one was a strategic type session where we talked about oh new products we were launching competitive situations maybe some stocking questions about the upcoming holiday season or how did we do in the past holiday season uh the strategy session would happen typically on tuesday then we had a weekly operation session that focused on the customer what was the what were the reasons why the customers had to contact us for support how well did we do responding to them what was our input output ratio of calls received and calls processed emails received emails process but the most important was what were the reasons why customers had to contact us so we went through each

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How do you add a field in standard report?

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.

How do I auto add fields to custom report types in Salesforce?

Navigate to Setup - Reports and Dashboards Settings - Select Auto add new custom fields to custom report type layouts - click Save.

Can I add a field to a standard report type in Salesforce?

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 you add a field to a report in Salesforce?

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 you write 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 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.

How do I add a field to a standard object in Salesforce?

Add Custom Fields Click the gear icon. and select Setup. This launches Setup in a new tab. Click the Object Manager tab. From the list of objects in the dropdown, click Suggestion. Click the Fields Relationships section. Click New.

Can we add field to standard report type?

Add Fields Related via Lookup Outside of those ways, you cant add additional fields from objects (related via lookup) to standard report types. Lets explain what this means further With custom report types, you can add fields onto the report from any related object.

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Insert Required Fields from the Customer Service Report