Hi, Is there any Cloud documentation on processes that can be carried out via B2B portal?
Hi, Can we add a custom field to access a hyperlink on the new case assistant screen?
Hi, Does anyone know what the department field is used for on a PR? Can it be used to allocate or assign a PR to a relevant person or department?
Currently, there are 3 options available within the categories field on a customer record:Customer Prospect End Customer Is it possible to define additional categories within this field? For example, Indirect customer (already buying / using the product – but don’t want to sell directly to them) or Individual (Sole operator / no Company – don’t want to sell directly to them).
How do I create replacement orders for rentals in Cloud environment? In EE, we have the option to create it in the Manage Rentals screen. I can’t seem to find that in Cloud.
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