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: How to Create Support Case for the Customer's non-primary Subsidiary?
Hi @User_FHYZH, The ability to select a preferred Subsidiary when creating Support Case via UI is logged under enhancement #520129. As per checking, it seems that the subsidiary field is hard coded a…1 -
Re: How to create KPI for Sales Rep Quota vs Closed Won Opportunities?
Hi @Febin Antony, You can use the Opportunity and Quota Saved Searches and filter the Sales Rep field to Mine so that when a sales rep views the dashboard, they can only view their own numbers. Oppor…1 -
Community Whiz | Game on!
Game time!! Are you ready? Come and join us at 2PM EST and don’t forget to comment your answers. Have fun and break a leg, everyone!1 -
Re: How to Email multiple quotations to customers?
Hi Paul, There's no need to enable the mail merge feature just for sending two pdf quotes in one email. You can still go to Communication > Messages > Email > Attachments tab and attach…1 -
Re: Is there a Permission to Manage Roles?
Assigning roles can only be managed by administrators.1
