I am trying to create a formula that looks up the User object "Division" field value (based on case owner) so I can group by the division field on a case activity report. So far, I have been unable to do this. Does anyone have any ideas?
I am trying to create a formula that looks up the User object "Division" field value (based on case owner) so I can group by the division field on a case activity report. So far, I have been unable to do this. Does anyone have any ideas?
We do complex deals, with one primary (Parent) opportunity and often several ancillary (child) opps "attached" to the parent opp. I created a lookup on the Opportunity that becomes a required field based on the Opportunity Type picklist value.
Right now, I have email alerts triggered when the stage or the close date changes on the Parent opportunity. I then notify the owners of the Child opps to update their opps to match the Parent one.
What I WANT to do is have the email alert go to the owners of the child opportunities.
