A customer had a business requirement to be able to search for people and filtering them by either their business or home address.
When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen…
Hi All,
Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it?
At present users use…
When we create an opportunity, we go to the Person field first on the opportunity screen to determine what account they are calling about. This is because one person may be associated with multiple accounts. Anyway, we modified the dropdown box you see…