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1 answer
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Lookup Fields based on Sales Team Roles

Do you know if possible to identify those in specific team roles via a lookup on an object? Specifically, I would like to show what Team Role the user has that a record has been assigned to on a list ...
Zico's user avatar
  • 3
2 votes
1 answer
2k views

Reporting on Case owner and Case Team Member

We use Case teams and want to be able to report if the support engineer is either the owner or on the case team. This way we know the support engineers total workload. I created a report type ...
Leo Klopsis's user avatar
1 vote
1 answer
1k views

Cases report based on case team members' roles

I have found a way to create a report telling how many cases were worked on by a person using the case team functionality (see this question). However, I cannot use a case team member's role in a ...
Dmitry Nikolaev's user avatar
2 votes
1 answer
3k views

Report on case team members - the number of cases worked on

I need to create a report telling how many cases were handled by support personnel. Each case can be handled by one or more support engineers and all of them are added to this case's team. So, what I ...
Dmitry Nikolaev's user avatar