The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]
Tip #1121: What happens if an email is sent to multiple queues?
This tip comes from my colleague Bruce Sithole who did the hard yards to find out the answer to this question. As it turns out, the behavior is a little unpredictable. Firstly, multiple queues can process the email and create a Case. The order of processing appears to be first polled, first served. Also, there […]
Tip #204: Service and Cases New Features Spring ’14
It’s day number 4 and hopefully you have an invested one hour each day for the last 3 days getting up to speed on all the great new features in CRM Online. Today there are few more videos than the other days and they are a bit longer. Why? Because the Service Module got a […]