Since currently it is only a relationship 1 to 1 when assigning a Contact to a Business Account, is there a way to allow a contact to have access to the parent and all children accounts' information from the portal?In other words. I have Parent Business Account ID (PBA) assigned to a Contact (C) and PBA has multiple children (MC) associated to it.Can then C, have access to PBA and all MC's information on the portal by Business Account? Thanks
I have a WIP import scenario that works if and only if the serial number that is being allocated is Available for Shipping, with is correct, but if one of the serials I am trying to allocate is not available the whole import scenario fails and no serials get allocated at all even the available ones.I get this error “ The record was not processed because of an error during processing of the previous record” Thank you for anything that might help me get to the bottom of this.
As I know, currently the user has to open a dashboard in order to refresh it. But I want it to refresh itself on an unattended screen.Thanks
I have the outlook integration working properly but I don’t know which site I am linked to. (I have multiple dev sites that I would need to work with). How do I know to which site am I linked to and is it possible to change from one site to another?Thanks
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