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NSC | Allow roles to have access on all subsidiaries
The customer wants to create a custom role to have unrestricted access to all subsidiaries. Below are the steps on how to allow the access. 1. Login to your Administrator Role 2. Select the role you …1 -
Re: How to show the Sales Order List on Custom Role?
I am glad it helped, @Alon2028-Oracle. Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same q…1 -
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
