My organization is using a partner portal and unfortunately the ADMIN training only shows how to create roles for "USERS". I know there is a way to create role hierarchy for partner users but i cannot figure out how.
I need to have multiple partners in the a manager postition see only their sales reps below them.
In a Task an email notification can be sent but it is sent when the event is created. Is there a way to create a rule to make it so that the email is sent 24 hours before the task is due?
I was wondering when entering an event with a related field attached, how i could go about populating the email and phone fields with information from the related file.
In other words, what formula and in what customization field do i have to write to make this happen?
I was wondering when entering an event with a related field attached, how i could go about populating the email and phone fields with information from the related file.
In other words, what formula and in what customization field do i have to write to make this happen?
