+2Hello,
We are using IFS Aurena.
For many of our Accounts CRM or Opportunities, we have 1 Main Representative and 1 or more additional representatives.
Could you please show me a way of displaying the list of Opportunities - or Accounts - where I am identified as the Main Representative or simply as a Representative (not being the main)?
So far I only managed to find a way of listing Opportunities - or Account - where I am identified as the Main Representative.
Thanks a lot
Best answer by Annjse
In the Representative 360 page you can see all opportunities (and other records) where you are a representative or the main representative.
+9In the Representative 360 page you can see all opportunities (and other records) where you are a representative or the main representative.
+2Thanks Annjse.
This page is actually really interesting as a summary.
Is there a way to have shortcut directly to my page Representative360? In our system, when we click on the bookmark, there seems to be no way to add it with a filter towards my name. Hence, when I look for “Representative360” it always comes back on the page of the colleague which is the 1st in the list.
Thanks a lot
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