You can view a summary of recent customer activity from the Show Activity option on the customer record. This is useful for sales or support representatives who want to get an overview of recent customer communication before contacting the customer. To view recent customer activity: Go to Lists > Relationships > Customers. Click View next to the customer… Continue reading Viewing Recent Customer Activity
Tag: customer form
Set field as Mandatory in Customer form if Customer Type is Individual via Workflow
To create the workflow: 1. Navigate to Customization > Scripting > Workflows > New.2. In the Basic Information section, set the following: • Name: For example, “Mandatory only if Individual” • Record Type: Customer • Sub Types: Lead, Prospect, Customer • Execute as Admin is marked • Release Status: Released 3. In the Initiation section, set the following: • Event Based: On Create • Trigger Type: All 4. Click Save.5. Click State 1.6. Update the Name to a… Continue reading Set field as Mandatory in Customer form if Customer Type is Individual via Workflow