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Can we use filters in related lists? |
Posted by: Guido1982 - 08-15-2018, 08:21 AM - Forum: Administrator Support
- Replies (2)
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I got this question and think it's interesting. Can we use the default filters in the related lists on modules? So basically define which filter to use. Maybe we can use the List Columns Business Map for this, where you would define a filter, rather than a list of columns. The filter would then of course control the columns you want to show.
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Doubt - move to Trash or delete ... |
Posted by: rslemer - 08-09-2018, 08:14 PM - Forum: Administrator Support
- Replies (1)
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When user click on delete on Opportunity for example, system remove all registry in relation too?
If I return a opportunity in this case, system will return a contact in relation too?
If exists any document associate a this contact will be remove too?
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Suggestion - import not create a related to |
Posted by: rslemer - 08-09-2018, 04:15 PM - Forum: Administrator Support
- No Replies
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I wish, if system not found a registry "related to" in my spreadsheet not create a new record.
There is a special function, like as the "Contact ::: Name_of_Contact" and in some times, not a good idea, to create a new registry.
Because in large file imported, operation for discard imported all registries, is too prolonged too
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Suggestion - life time of opportunity |
Posted by: rslemer - 08-07-2018, 05:15 PM - Forum: Administrator Support
- Replies (1)
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life time of opportunity
in the same way that the value of forecast is an important indicator in a CRM system, the lifetime of an opportunity is also.
I suggest by deafult coreBOS calculate the lifetime of an opportunity from its opening to closing.
I would also like to know and control the number of days between each stage change.
How can I do this?
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