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[quote user="LaCrews"]A more cost effective but manual approach would be to have the actions occur when somebody logs in and triggers an on screen load event.[/quote]
Just wanted to post up that this solution would work good for you - thanks LaCrews!.
We have a date difference action to help you compare 2 dates.
~C
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Thanks for the additional detail - I need to review a few things around roles before replying back to this thread. I have not played with the role feature enough to give a good answer on this one yet.
~C
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[quote user="jpfiester"]Everything else is working as expected.[/quote]
Good to hear - let me know if you have any other questions around this.
~C
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[quote user="Denice"]Any tips?[/quote]
At this point you can view your invoice from the Invoices tab link either from the Field Service Center or Customers tab. While viewing the invoice you can Save & Email button to send this invoice to the client. The email will contain a link to login to your portal which will allow ...
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[quote user="MikeB"]it appears to be restricted from her view. Is there a way to fix this?[/quote]
She probably doesn't have permission - click Customize > Users and click edit beside her username. Click next several times to step 6 and you'll want to adjust the access to shared records - I believe she probably has ...
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[quote user="Rolf"]but I have been having an issue with this, and am wondering if it's what you allude to[/quote]
I don't think so, the bug I ran into (currently fixed and coming up in the next release) is just a display bug. So you were not able to see all the roles to select which ones have access. It looks like ...
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[quote user="Blake C"]Can I see the Role(s) the logged in User is a member of from within an Action?[/quote]
It would be nice but no - there is a roles field in the user table but to save you time, this field does not contain the role information.
[quote user="Blake C"]I have a hack in place that works, but it feels ...
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[quote user="Blake C"]When does the Qty Invoiced number change on a Sales Order line item?[/quote]
You'll need to wait for the sync engine to catch up on this one. First your sales order needs to get posted, then your invoice needs to get created and posted to QB. After syncing everything should be updated for you - ...
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[quote user="Blake C"]Does this already exist and I'm just missing it? [/quote]
To review the roles associated with events on a button, first click edit on the field/object you want to review then click next to step 2. Click the ... next to the event dropdown and, depending on the field/object, step 1 or 2 will allow ...
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[quote user="jpfiester"]and I've set up a default From field on it.[/quote]
Where did you make this change? From Home > Email Templates I clicked select on CRM_ActivityAssignerToUser and changed the from field to the email I want all activities to come from. Don't forget to click save here. All new ...