Question:

Which columns are displayed for Key Stakeholders and All Accounts options?

Answer:

There is an option to associate an Account to the tactic. This process is triggered by clicking the Add Account button on the Plan Tactic Detail page. 

When Key Stakeholders is selected as search criteria, the following columns are displayed:

• Key_Stakeholder_vod.Account_vod__r.Name
• Key_Stakeholder_vod.Role_vod

When All Accounts is selected as search criteria, the following columns are displayed:

• Account.Name
• Account.Identifier_vod

This is hard-coded and cannot be customized.

Related Documentation:

CRM Help Documentation: Plan Tactics

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