Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held Tuesday, August 27, 2019.
Submit your questions below as replies to this post, and we'll address them during our session at 1pm PT / 2pm MT / 3pm CT / 4pm ET.
There is no need to register for the sessions. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!
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I am struggling with a global filter which is working on all reports except customer health
We've created a rule to close objectives on a relationship success plan. The rule fetches records but it doesn't take action on the records that were fetched.
Hi @victoria_peeker_barry and anyone else who was planning on attending: I'm going to have cancel this today, but please feel free to attend Thursday's session, and post your question in this thread: Thursday 8/29 office hours
Thank you for understanding, and see you Thursday!
Thank you for understanding, and see you Thursday!
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