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Is there a way to set up a customer Opportunity Report to filter by Campaign? Thanks

I want to make a button on the Estimates Screen that will duplicate an estimate. I saw a forum post about reverse engineering the Create Sales Order button. But is there a way to copy the settings from that button and only change what needs to be changed for the estimate to work? if so, what changes would need to be made besides changing the ...

How can I create an Action Set that I can reuse on any screen via the "Call Another Action Set"? I am putting Send Email actions on Save Buttons on several screen and I am building the email using an Action Result and Character Functions. I want to be able to put all of that in an Action Set (or something reusable) so I ...

Could you please explain you comment... "You'd most likely want to build the body of your email into an Action Result using the Character Function. Anything else would probably be static and you could set it so within the Send Email action." How would I build the body of the email with the Action Result and Character ...

Thanks! That answered my question.  Filter was the wrong terminology. MWhat I meant was, my "To Do" Activity Type is set up to show up on the calendar and to cause a reminder. I wanted to make sure that if I put "To Do" in that action that it would still show up on the calendar and cause a ...

Thank you, this was helpful and i was able to achieve my goal. I was just wondering, since it requires I type in the Status rather than choosing from the list of statuses I have in the system, does it only populate the field with the typed phrase? Or is it converting it to the Status that has been set up if it is an exact match? Example: When I ...

Is there a way for me (as the administrator) to receive notification emails everytime any user creates or edits a lead, customer, opportunity, or activity? All the email notification would need to say was the users name and what they created (activity or opportunity...), and the ID of it.  Basically, i would like to know when ...

I'm trying to set the default activity Type and Status for new activities created from the edit opportunity screen. It is not working for some reason. In the Edit Opportunity screen, under the New/Edit Activity Tab, I clicked on Edit next to the Activity Status Drop Down. The first step says "Not Started" is the default, ...