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Re: Restrict print option on custom reports in a custom role.
Hi @"Hormese Paul", This is currently logged as an enhancement request under # 149955 Provide a separate permission to Print search results, list pages, and reports, similar to 'Export…2 -
Re: Setting a default view for users
Hi New_44789, Please correct me if I'm wrong, you're trying to create a saved search that will pull up the data in which you're the Supervisor and the owner. If so, in the saved search…2 -
Re: Open Cases User Notes excluding auto generated notes
You're welcome, @"CDuf". Glad to help.1 -
Re: Question About Sandbox Refresh
Hi @"WillHendrick", There are no general best practices I can share other than to take special care about granting access to the Sandbox to avoid that ordinary users might be confused and s…1 -
Re: Email Template for Sending Individual Statements
Hi @"PaulFleetwood", This is logged as an enhancement request under 80182 Please provide the ability to embed a PDF form in a e-mail merge instead of having to attach the document. Please v…1
