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Business Opportunity header RMB Confirm Sales Process

  • 16 September 2020
  • 4 replies
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R
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When in Business Opportunity, if there is a Sales Process attached when RMB in the header there is a ‘Confirm Sales Process’ option.

 

However, we have certain users that do not see this option.  Unfortunately, this is Live and we do not currently have this is test so unable to debug it to see the API call being made. 

 

Can you please advise on how to grant user(s) this option?

 

Thanking you in advance for looking.

 

John

 

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Best answer by RutJWhalen 16 September 2020, 16:46

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paul harland
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hi John,

Try Rm_Proc_Util_API.Create_Connected_Process

 

 

R
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@paul harland 

Hi, Paul, thank you very much for your reply I will try that and advise.

 

John

 

R
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@paul harland unfortunately that didnt’ work, they already have that option checked in their permission set.

 

R
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@paul harland Think I may have found it.

 

RMB > Properties and on the Windows tab Advanced:

 

 

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