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Re: Scheduled saved search results
Thank you for creating this thread, @"Jyothi R". Please navigate to Reports > Saved Searches > All Saved Searches to view the Saved Searches list page Click Persist (CSV) for your Sch…1 -
Re: Users would like to track time on a "pool" of project tasks, with the ability to manage the allocati
Thank you for creating this thread, @"Greg Rudl". Please allow us to look into this and will reply on this thread for updates. - Michelle Jabanes-Oracle1 -
Re: Data is not restricted with subsidiary navigator
Good day 4231661! Based on my test, it is the Allow Cross-Subsidiary Record Viewing causing this behavior. Disabling this from the custom role will change every time a subsidiary is selected. For Sub…1 -
Re: Case User Notes saved search missing latest notes from "some" cases
Hi @"CDuf", Based on my tests, when I added the Company Name when importing the csv file, the memo was added in my Customer Record > Communication > User Notes. Can you please confirm…1 -
Re: Case User Notes saved search missing latest notes from "some" cases
Thank you for creating this discussion, @"CDuf" I remember the thread last March. Let me run some tests to check what causes this issue. If anyone has an input of this search, please feel f…1
