Comments
A new feature was released that allows for attachments saved as PDF's to print with work orders, but this is only a step in the right direction and not a full resolution. The initial functionality that was not working was supposed to allow users to select document types in the asset management parameters that could be printed with work orders. Images, files, and URLs were options be default, the new feature only allows PDF's. Teams have been attaching files in the system for almost 2 years that would all need to be amended to PDFs one by one to allow them to print, this is not feasible and the solution should allow full intended functionality, not just PDFs
I am new to all this and not so technical and was recently wanting to create a table to configure targets every year. Our targets are measured monthly and we have a PBI report that needs these targets and uses a month,year column. The date field should be customisable so you can select from the date picker the year only or month and year. Numbers or Names Jan Feb Mar.. or 01, 02, 03
The Project Task grid view columns should be possible to customizeIt is necessary to be able to add default columns to the Project Task grid on, such as Start Date, End Date, % Complete, etc. These default column settings should be added automatically each time a new project is created. It is very time consuming for Project Managers to have to adjust the grid view for each project, so this functionality is vital.I would add something: make it possible to specify a view (with columns), but also with a predefined filter on the Project Tasks, this way it could also be possible to filter out some project tasks so that they are not visible in the project task grid when someone opens it.
Hi Nicole,It is very easy to create a workflow that copies one or many records that you have marked. This applies to all objects in the system, not just opportunities. I guess that's why you won't see a standard copy or clone button anywhere in the system.However, I will support your idea, as workflows are an old functionality that I don't know if will be completely replaced by automatic flows in the near future.
When a potential user of Customer Insights - Journeys signs up for a trial -- send a link to the app!!I eventually found a link to Customer Insights - Data... but my trial is almost over and I have yet to figure out how to get to my trial version of Customer Insights - Journeys. This is silly! How hard can it be?