Selection Field: List a group of non-CRM using employees.

SOLVED

This is how Cornerstone set this up:

 "Project Manager" is a user select field. All project managers are disabled/deactivated users, as they do not use CRM.

Now I'm trying to integrate a new sales channel with a new operations team (project managers), so I want to add a filter and maybe split this into two fields if needed. This is also using a new workflow.

Every time I add a filter to the project manager field the deactivated users (all the PM's) are automatically removed. Is there a better way to do this?

This is including 2 hours on the phone yesterday with Stephan, the advanced admin trainer.

Once this works I want to add a workflow rule/action that will send an email to the Project Manager with info from the opportunity. So, I'll either need the list populated by users or persons with email addresses, or I'll need javascript that can derive the email address from the name.

Parents Reply Children
No Data