This sounds great, where are the screen shots?

My hope was someone had a saved search or similar that would be used as a trigger- ??

Are you referring to setting the role to " All Subsidisaries" on the custom role record?

Here is the contacts subtab on a standard record: But, I cannot get the Role funcitonalty on my contacts subtab on my custom record..

This worked perfectly for me, however, I am having trouble getting the "Contact Role" to appear on my Contact record of my custome record. I do not mean a specific role, I cannot make the actual "ROle" process appear so I can assign roles to the contact/custom record. Thanks in advance!

Hi Coffeeguy,. Thanks for the info! Not having a lot of luck finding a sampe in tyhe forum,,, Any info woudl be greatly arppreciated!

My goal is as stated earlier in this thread, allow customer to create an estimate/proposal using the item list. I do not see a solution to achieve this. Has anyone else had success using this process? I can get the "Create Proposal" form to show, by using the link to create a Proposal, but I cannot get anything to display…

I am very interested in this as we are trying to perform the same reporting. How long has the customer been in each opportunity stage (historically for every stage).

System Information, I need to report on the number of days since a specific field has been updated in my customer record for my reporting. My specific goal: Track the number of days a "customer" has been in their current sales cycle status, i.e, LEAD-New Lead or PROSPECT-1 - Qualified Opportunity and use for velocity of…

Thanks for your help I will try that

Did this ever get created, and if so, how do I use this function to delete child records that are not the admins'?