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this is what I am getting. There is no sales rep tab. And the opp still doesnt show the number.
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Hi - this is the area that I got messed up I think:
Please take note that the action relies on the logged in user being assigned as a sales rep so the initials are available from the session. There are 2 places you need to make this change:
Click the tab group drop down to the left of your username and switch this ...
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I did all of that, thank you! But when I go to Add New Opportunity it doesnt add all that I have done. It still says Job Opp #2. Is there a step that I am missing?
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Thank you Chad, please let me know how to go about what you replied with.
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Hello - when I add a new opportunity, its gives me a job number of 1. And the next opportunity will be 2. Is there a way to customize it so every time me or my employess enter a new job that it will have their initials. For example: I would like my new job to be added as JW2012-1. (my initials, the year and the job number) so the next job opp ...
Page 1 of 1 (5 items)
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