The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies.
But...
A customer might have the need to stop users from including "Inactive" companies in their searches.
The companies should…
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…
Hi,
Here's requirement I got
- Select Find to search for company (result as below pic)
- Select first searched result to display company summary screen
- Add 'Next' button on company summary screen which will allow to navigate to next searched…
Hi
Can someone please help me. I have a problem in that a person exists if I go into the company and click on the people tab, but the individual person doesn't show up when I do a search? Any ideas as to why this could be and how I can fix it, other…
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…
