When a contact is marked for sync in outlook and the account is not already in SFDC, user must select Quick Create to create the account. However, I can only see the top half of the Quick Create window (Account Name, Site, Phone). Website, Save, and Cancel are not visible. I have changed resolution settings but problem still exists. Any ideas? Thanks.
I have a workflow rule that has never worked. any ideas please? thanks.
In my Org we are required to track the validity of multiple certifications per contact. I have instated a time based workflow rule that notifies by email 30 days before it expires.
I have set the following parameters
Evaluation Criteria: Evalutaion When a record is created, or when a record is edited and did not previously meet the rule criteria
Rule Criteria: ExpiryDate not equal to [blank]
Time Dependent Workflow action: 31 days before expiry date: Send Email, create task.
