• Templates and authorization

    Email templates and document templates cannot be assigned to another user, but are owned by the person who has made these (or imported these). When you use organizational based templates and using an authorization role for the Templates where the read privilege is not set toe organization, some templates will not be visible. There are

  • Registrating a Case for a Lead.

    Hi, Normally a case can only be registered to a customer being an account or Contact. This will normally do the trick since you know the customer, when he registering a case. But in some organizations there are thousands of leads and they don’t want to combine the leads with contacts or accounts. The solution it then