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Posted 12/1/2006 1:29:19 PM

Post #879

Denzel

So is there a way of adding say, open cases or open opportunities to show up within the my summary option?

Posted 12/1/2006 2:24:17 PM

Post #881

Arvind Raman

Denzel (12/1/2006)

So is there a way of adding say, open cases or open opportunities to show up within the my summary option?

No, My Summary only displays activities (tasks, phone calls, letters, emails etc).

A workaround: Have a workflow that generates corresponding tasks for open opportunities (& cases) and these open tasks will then show up in 'My Summary' with the regarding field being the opportunity or case.

thanks

Arvind Raman
Director of Product Management
c360 Solutions Inc

Posted 12/1/2006 3:39:42 PM

Post #887

Denzel

Thanks for the suggestion, the only downside is that it creates another activity which can throw off our reporting number since this would only be created for visibility.

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