Surya Vineeth – Page 5 – knowledgebase JJ

Budget Import

Import Budget record.

Disable the fields in opportunity using Workflow.

Disable fields in opportunity record using workflow.

Setup Dashboard

Personalize Dashboard and steps to Publish it.

Set Custom Roles in NS account.

create custom roles and give permissions.

Need to send a mail to the sales rep of a customer when his invoice due date is over

send an e-mail to the sales rep of the customer when the invoice due date is over.

Set reminder for Post Dated Cheque and send email to sales rep

Post dated cheque to be appeared in the reminder and mail to be send to the sales rep of the customer.