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Comments
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Thank you - yes, I have had confirmation that this is resolved for us as well. Appreciate the updates over the weekend.
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The latest update we have had was a response to our support case just before noon (BST) - Urgency Level U2 and resolution expected in 1-2 days.
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Issue now resolved with a bit of Customization! Tasks and Phonecalls worked well by following the method above - we did not combine them. On Events found that we generally wanted to invite the Contact as an Attendee not the Customer and we couldn't use the Contact field. Our solution was to create a Custom List/Record…
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I had tried that but it makes no difference: Tried as both the Customer Contact (Fiona) and our staff member (Vern)
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Yes - this is from an existing Event: and here is the (non)result in the subtab:
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Hello Apologies for the delay - just had a chance to build this this afternoon. Working well for PhoneCall and Task - couldn't get results if I combined them but it's OK to have them separate. Got an issue with Events - I have the Search appearing as a Subtab on the Transaction but it returns no results even when I know…
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I'd like to know more about the first option - 'opt-in email'. This is what we were looking for but couldn't find. How do I generate an opt-in email please?
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Thanks Dominica - I'll be voting for this enhancement! For the moment we have a search alerting us of any Sales Orders with the box unticked where the Customer IS ticked.