Using the Case Portal

When creating a Report with a Summary View it is possible to drill into specific aspects of the Report. You will have the option to drill into the Column itself or drill into the selected

Set your preference for how you want to receive notifications, including via email. Also, change the default reminder times for meetings and activities.

Workbooks includes filters and report criteria to allow you to check if a field ‘is blank’ or ‘is not blank’, but sometimes, you need to do this check within a calculated column. There are a