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  • Run a report/search of all companies/clients who have not been communicated with from a specific date

    I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…

  • view is not available while creating a group

    Hi Guys, The view i have created for company entity is not available as 'source view' while creating a group. Now to make issue difficult to troubleshoot, i have created same view in staging system and it's available when i create a group using company…

  • Amending feilds from Company, when in Opportunity?

    Hi Community We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source. Is there anyway to get these fields to display in an opportunity for that company? I have tried creating…

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