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Comments
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This is what worked for me to remove parent item names from items on transaction search. SUBSTR({item.name},INSTR({item.name},':')+2)
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@3954253, Can you list the enhancement ID? I'm having an issue with our Lead status Automatically updating to CUSTOMER-Closed Won but can figure out what's triggering it either. Brand new lead, no transactions, value changes as soon as we hit edit on the lead in any role. Turned off all workflows involving customers too.
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@Michelle Jabanes-Oracle Actually, that enhancement requests doesn't look exactly like what we were looking for. We basically want to make the LSA and Sales Rep/Sales Teams fields available on the partner forms, nothing to do with the "group" records. I'll keep looking for an enhancement to upvote or create a new…
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@Michelle Jabanes-Oracle, thanks. I figured as much. @Angela Bayliss , yup. Here's my work around in case anyone else wants to do it. I created 3 custom fields, one for our primary 100% Sales Rep and 1 each for the primary and backup 0% Sales Ops Reps (admins). I made them visible on both the customer record and partner…
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Thanks, We have a unique business in that our customers are also our partners (maybe not so unique actually). We are a distributor so we sell the products to dealers who then sell to consumers. Our customer records have related partner (and vendor) records so that our partners can be paid incentives to specify our product…