Hello everyone,
I have recently created a new party role and made it available on the involved parties of opportunities.
However, when I create an opportunity and want to add an account with the new party role, the system proposes all the existin...
Hello,
I checked the following question: Do you want to display and maintain business partners in various roles?
I can now create an account directly from a partner, however my end users can not save the account because the sales data is not auto...
Hello,
I would like to know if it's possible to add an involved party (such as Ship-to or Partner) directly in the creation of an opportunity ?
Of course without development would be perfect, but if we need to do some SDK would you have an alrea...
Is it possible to restrict access to opportunities at Sales Unit level (C4C)?
I find myself in a situation where I have several Sales Units configured under the same Sales Org. but despite my tests I cannot restrict the visibility of their opportu...
Hey ! You can use the type "Global Data Type" then the Global Data Type "Percent": You will then have the % field desired : Hope it will help. Best Regards;
Bonjour julius.pereira25,Thank you for your feedback! This is indeed a good step forward in my application but there is still a point of blockage. Let's imagine the following situation:I create an opportunity, I go to the involved parts, I click on ...
Hello Clovis,Unfortunately this does not fit the need. The idea would be to let the end user select the partner during the creation of the opportunity. And not to make automatic the partner attribution according to the selected customer/prospect acco...