Hello,
When using the (Activity) visit scheduling screen, we need to be able to be able to filter based on the employee but still have the Account list visible. Users filter based on employee so that they only see their Activities, but when they do that the Account list becomes unavailable to create new visits.
Like
1 comments
02:29 Mar 15, 2018
Dear Allen,
The accounts should be visible when you filter the activities based on the Employee. Try to check the access rights to the account object. It looks like the user doesn't have the necessary rights to see the accounts at all. If the object permissions are ok, please write an email to support@bpmonline.com specifying the URL of the instance you are working in and we will check it for you.
Lisa
Show all comments