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Client/Prospect/Firm - Edit field values

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Posted on by Community Member Microsoft Employee

Under the Customers section, we have an entity called Client/Prospect/Firms, which is just a list of our clients.

Within, we have an onboarding business process flow, with multiple review stages (setup, review, compliance etc).

One particular field, we have a field called "Send Process Update to", with several field values/options to select from.

Our users are not receiving any email updates, so I'm suspecting it has to do with the field values. Please see attachment.

Can someone tell me where i'd have to go to edit the field value and where these values would be located, so i can add/delete users to said values.

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Community Member Microsoft Employee on at

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RE: Client/Prospect/Firm - Edit field values

Hi joostin,

Some things are not so clear:

Is there a field on the user entity to determine which category(Administrator,compliance,operations,Executives ) it belongs to?
Community Member Microsoft Employee on at

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RE: Client/Prospect/Firm - Edit field values

So i found the field, but how does it know who to send the notification to?

If the user selects Sr. Executives for example, where do i go to see which users are under the Sr. Executives?

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