12


If you create a custom entity and set the ownership to organization, then the custom entity is not available to be selected in the Roll Up query. . If user or team owned entity is selected, then the custom entity can be selected in the Roll up Query.

This appears to be a bug as organization owned entities should be available for goals in rollup queries.

STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.

Comments

a

Goal management is a great feature in CRM 2011, but only allows you to rollup to either an individual User or a Team. I would like to set goals against other entities. For example, in "Channel Management" scenarios (e.g. Insurance Broker Management) sales pipeline and other KPI goals can be attributed to a Broker entity instead of the User who manages the Broker.

Category: Forecasting, Goals, and Territories

a

To better help us understand the usage, could you provide the scenario where rolling up an org-owned entity is important? Joey Peng

Category: Forecasting, Goals, and Territories

a

To better help us understand the usage, could you provide the scenario where rolling up an org-owned entity is important? Joey Peng

Category: Forecasting, Goals, and Territories

a

Thank you for your suggestion. We are considering this functionality for the next major release of CRM. Joey Peng This posting is provided "as is" with no warranties, and confers no rights.

Category: Forecasting, Goals, and Territories

a

Thank you for your suggestion. We are considering this functionality for the next major release of CRM. Joey Peng This posting is provided "as is" with no warranties, and confers no rights.

Category: Forecasting, Goals, and Territories

a

Thank you for your suggestion. We are considering this functionality for the next major release of CRM. Joey Peng This posting is provided "as is" with no warranties, and confers no rights.

Category: Forecasting, Goals, and Territories

a

Thank you for your suggestion. We are considering this functionality for the next major release of CRM. Joey Peng This posting is provided "as is" with no warranties, and confers no rights.

Category: Forecasting, Goals, and Territories

a

Thank you for your suggestion. We are considering this functionality for a future release of CRM. Joey Peng This posting is provided "as is" with no warranties, and confers no rights.

Category: Forecasting, Goals, and Territories

a

Thank you for your suggestion. We are considering this functionality for a future release of CRM. Joey Peng This posting is provided "as is" with no warranties, and confers no rights.

Category: Forecasting, Goals, and Territories

a

Thank you for your suggestion. We are considering this functionality for a future release of CRM. Joey Peng This posting is provided "as is" with no warranties, and confers no rights.

Category: Forecasting, Goals, and Territories

  • 1
  • 2