My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Defaulting to a custom Lead form
Good day, @"JCirocco"! To set the preferred Lead Form to be used: * Navigate to Setup > Sales > Sales Preference * On the Preferred Lead Form field, choose the custom Lead Form to be …2 -
Re: Customer Center home page customization
Hi @"RGONZ-Oracle", These features are currently logged as an enhancement request. I suggest to create a Support Case or visit SuiteIdeas to vote. * 183471 Employee/Customer Center > Cus…1 -
Re: How to create User Roles
Hi @"3677020", To identify the Permission Needed for a Role/User, please see SuiteAnswer Id: 19370. As for the LIST function, do you want the Bill of Materials Inquiry be added in the menu …2 -
Re: Help Publishing Dashboards
Hi @"PaulFleetwood", When publishing a Dashboard, we need to make sure that the role you are currently using shares the same center as the roles to which you want to publish the dashboard. …3 -
Re: How can I display all Customer Contact Messages in the same view as Customer Records?
Hi CDuf, I would like to confirm that you want to view the Contact's messages and support case in the Customer record. Per checking, the Contacts under the Customer Record > Relationships mus…1
