To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other … -
Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…
-
Can we transfer only records in open states?In the mass transfer module, all data is transferred from one user to another, but we only want to transfer records with an open status to the user.
-
Can you expose a custom object along with associated fields on mobile app?Summary: We have custom Object called Flags and a field called Flag Categories. I want to know if I can add that custom object to the Around Me filters for the mobile ap…
-
The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…
-
Changing the Fusion Theme to a Custom OneSummary: Hi all, How can we change the fusion theme only with a transparent logo added to it without changing the current default theme or other themes, retaining the de…
-
Update Customer Account Site Properties via APISummary: Looking to update a field called "Demand Class" via API in Oracle Cloud. This field exists under the Account Site Content (please ensure you mask any confidenti…
-
Change Outlook add-in – Oracle CX Sales add-in for Microsoft 365 to Redwood UX add-inWe received an update from oracle to change Outlook add-in – Oracle CX Sales add-in for Microsoft 365 to Redwood UX add-in. Should it be done directly in Production envi…
-
Interview Feature is not working for Sales and OpportunitiesSummary: We realized that in 24D release Interview feature is working on Leads and Opportunities. Even I have created an Interview Definition and it is published for bot… -
How to customize the template for standard appointment email notification?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to customize or configure the template for standard appointmen… -
Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
-
Microsoft will end support for its Windows 10 operating systemSummary: Email received from Oracle : Microsoft will end support for its Windows 10 operating system Content (please ensure you mask any confidential information): We re…Balaji Sivaselvaraja-186077 79 views 3 comments 0 points Most recent by Trishna Agarwal-Support-Oracle
-
Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
-
Unable to fetch Sales Order details from App composer trigger on Install Based AssetSummary: Unable to fetch Sales Order details from App composer trigger on Install Based Asset Content (please ensure you mask any confidential information): We are unabl…
-
CX Sales Redwood - Customizations and ExtensionsSummary: CX Service Redwood Customization/Extension deployed to PROD. Next phase is to implement CX Sales Customization. Issue with Extension Id change Content (please e…
-
Account Hierarchy in for partner AccountsSummary: We have below usecase from customer: Account Hierarchy, and contacts could be part of child account or parent account (that are all part of same company). In th…
-
How do we enable Enrich Account button in Redwood Sales?In Redwood Sales, is there a way to enable the Enrich account? Sales: Redwood Sales:
-
How to limit mobile number field to take only 10 digits in Contact Object under Fusion Sales ??In Contact Object under Fusion Sales Cloud. How to put a limit on mobile number field to take only 10 digits only. not more not less, Exact 10. -
New Fiscal Year Sales Forecasting UpdatingSummary: January is our new Fiscal year and our forecasting period for 2024 has ended. What is the process for updating the forecast for a new fiscal year Content (pleas…
-
Contact details not showing in Lead, Opportunities, Account etc after instance refresh.After customer refreshed the instance, we are facing issue in contact details not showing in Lead, Opportunities, Account etc. Can anyone advise how to fix this issue?.
-
Multiple Business Units are not showing in Business field in Opportunity PageSummary: Hi Team, We have enabled the 'Multiple BU's' option as 'Yes' in Setup and Maintenance, but we are only able to see one defaulted Business Unit on the Opportunit… -
How to remove Create Sales lead button in redwoodSummary: How to remove Create Sales lead button and +Create sales lead from the lead workspace list please suggest which functional privileges to be removed/added for th…
-
Redwood- How to hide create button from Account list page?Summary: Hi @John Vakoc-Oracle We have create button on Account List page. Please guide us how to hide this create account button. Content (please ensure you mask any co…
-
Blank Owner Field for Account in Workspace UI, but User Set as Owner Under Team SubtabThe Account Owner field is blank in the Workspace UI but shows an owner after drilling down into the Account Team subtab. The user was disabled and then re-enabled, but …
-
When a DCL is created that is linked to the Address object, the Address Site Number is showingSummary: When a DCL is created and linked to the Address object, the Address Site Number is displayed in the input box instead of the actual Address. The requirement is …
-
How to enable mass update and manage columns functionalities for sub view in redwood salesSummary: Hi Team, We want to have a mass update and manage columns in a sub view layout as we have in a list page for Account, contact and other Objects. Content (please…
-
Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio…
-
Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series -
How to make some values of Fixed choice list system selectable but not user selectable.Summary: How to make some values of Fixed choice list system selectable but not user selectable. For e.g. if a choice list have values 0, 1, 10, 50, 100 then 0 and 100 s…
-
In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set …