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PD-14081330-0

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Forums

Customer experience | Sales, Customer Insights, CRM

Which Customer Voice license do I need?
Posted on by PD-14081330-0 2
Hi,   I have a question which I thought was fairly simple but it seems to be difficult for me to find an answer.   We have 4 users wit...
Unanswered

Customer experience | Sales, Customer Insights, CRM

Open new record creation in window instead of new window
Posted on by PD-14081330-0 2
Hi, On the opportunity record we have created a related entity and showed this as a sub grid on the opportunity form.This works as expected. What...
Suggested Answer

Customer experience | Sales, Customer Insights, CRM

Reassign records only reassigns accounts
Posted on by PD-14081330-0 2
Hi, We have some users where we want to reassign all the records related to them. I have an administrator role and are reassigning their records ...
Suggested Answer

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