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: How can I display all Customer Contact Messages in the same view as Customer Records?
Hi CDuf, I would like to confirm that you want to view the Contact's messages and support case in the Customer record. Per checking, the Contacts under the Customer Record > Relationships mus…1 -
Re: custom role can't see saved search result
Hi @"lilywu", Edit your custom role and add Find Transaction Permission and set it to View. I hope this helps. Thank you. Michelle Jabanes-Oracle1 -
Re: permission needed to select from accounts in jdbc
Hi @"ssilveri777", Please check if the SuiteAnalytics Connect permission is added in your role. * Navigate to Setup > User/Roles > Manage Roles > New Role * Custom Role: Click Edit…1 -
Re: Drag and Drop Permissions Issue
Hi @"Katelyn M Pitts", I received the same warining if both or either one of these permissions is set to Create. Please make sure that both Transaction record and the Custom Transaction Typ…1 -
Re: Customer Dashboard: Customer Summary (default)
Hi @"RickG_1136", Good day! Have you tried enabling the Form is Preferred checkbox? Enabling this won't affect the form you set in your Entity record. Please let me know how it goes. T…2
