Local User Groups
We have a new custom entity and we want to track email to it from Outlook as well as be able to set a phone call or task "regarding" this entity. We were able to get the email and appointment tracking ...
Niels, You are correct, there is no out-of-the-box configuration to add activity party as a subgrid. Here are some options: 1. Embed a Power BI report in the contact form - this does not require a ...
We have contacts "checked out" by the sales team. Is there a way to clear this value after a few months or as sales people leave the organization and have their account disabled? ------------------------------ ...
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