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).
Hi, Is there any Cloud documentation on processes that can be carried out via B2B portal?
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?
Hi, Can we add a custom field to access a hyperlink on the new case assistant screen?
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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