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Re: Delay in the Customer center role
Hi @"Hormese Paul", This is possible a server caching. Once you removed the permission on the custom Customer Center role, the record won't be accessible anymore and the user will get …3 -
Re: Pipeline By Sale Rep Summary Troubleshooting Request
Hi @"paula.courtemanche", It is possible that there is an open opportunity record under your Sales Rep Yvette's name. Navigate to Transaction > Sales > Create Opportunities > …1 -
Re: Restrict project task in employee centre role
Hi @"Hormese Paul", The Employee Center role is very limited to restriction feature. The possible workaround is to create a Project Task Saved Search and filter it using the Project Task As…3 -
Re: Restrict print option on custom reports in a custom role.
Hi @"Hormese Paul", This is currently logged as an enhancement request under # 149955 Provide a separate permission to Print search results, list pages, and reports, similar to 'Export…2 -
Re: Setting a default view for users
Hi New_44789, Please correct me if I'm wrong, you're trying to create a saved search that will pull up the data in which you're the Supervisor and the owner. If so, in the saved search…2
