My Stuff
Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!
-
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 -
Re: I have edited an existing custom role, changed the name and re-saved, but the name change did not re
Hi @"daniel.loynes", Please check SuiteAnswers Translating Custom Role Names | Id: 21018 and let me know if this helps. Thank you. Michelle Jabanes-Oracle1 -
Re: Change Case template for customer service
Hi @"Tara_Koin", To edit the Email Notification Template, you must need to know which template is being used. 1. Navigate to Setup > Support > Case Profile 2. Edit your default Case P…1 -
Re: Setting a default view for users
Hi @"New_44789", The Criteria can only be configured on Saved Searches and not in the user's role. I would like to know what are your goals of restricting the sales team. * Are you acc…1 -
Re: Mass reorganizing of SiteBuilder nested Site Categories
Hi @"Msid", You're correct, manually rearranging the Site Categories is the only way we can reorganize it. However, if sorting the category list by Name won't function properly, I…1
