Two Minute Tuesday | Episodes 37 - 49

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Episodes 37 - 49

This requirements comes up in projects once in a while. Let me show you how you can create a view that only displays accounts owned by users within your business unit.

  • Episode 42: Changing Phone Call creation behavior
    2 Minutes

    I love the fact that entering phone calls and other activities in the Social Pane is simple and quick, but I really dislike the fact that the phone calls are automatically marked as Completed making them Read Only and hard to edit after the save. This tip shows you how to modify this default behavior and leave the Phone Calls Active after the save.