Currently there is a User Interface ‘bug’ where users are seeing a very small drop down list for option sets. When the drop down list tries to extend past the Section Line or overlaps another Field, it gets cut off. We are waiting for Update Release to fix it. But in the meantime there are […]
Tip #59: Marketing List Form Layout for List Type
On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]
Tip #57: Secure Real-time Workflow Execution
Executing real-time workflows has it’s own security setting. It is in addition to and separate from executing a background workflow. Open up the security role, move the Customization tab, scroll down to Miscellaneous Privileges and assign the appropriate scope.
- « Previous