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Re: Marketing sub category
Hi NS_YB, You can create a custom list for parent category and use it to source in your custom field on the campaign record for this field to be available on the saved search. 1. Navigate to Customiz…5 -
Re: Marketing sub category
Hi NS_YB, The {category} field will pull up both parent and sub categories in the searches if a subcategory is populated in the campaign. Try using the formula below and it should pull up the parent …4 -
Re: Emailing From a Task Form
Hi @"kimt", Per checking, the ability to send email messages from a task is currently filed as an enhancement request. Please see the details below. * Enhancement # 186996 * Scheduling >…3 -
Re: Advanced Partner Permissions
Good catch on that Sales Activity by Customer Detail report @"RickG_1136"! The report lists sales activities involving each customer for the time period you select. Activities include event…4 -
Re: Advanced Partner Permissions
Hi @"RickG_1136" Per checking, there is a related enhancement request to your concern. Please see the details below. * Enhancement #: 71977 * Please allow Administrator to share Calendar wi…4
