Wednesday, October 2, 2013
How to solve Error message on CRM Dashboard "you do not have sufficient privileges to view this chart. Contact your system administrator"?
Goto
Setting -> Administration -> Users -> Client Access License (CAL) Information
Change:
Access Mode: Read-Write
License Type: Full
Thursday, September 26, 2013
Common tasks related to CRM Queue management
1. How to create a queue
Settings -> Business Management -> Queues
2. How to assign a queue to team or user
Settings -> Business Management -> Queues
3. How to assign items to a queue
Workplace -> Activities-> Tasks -> Save -> Add to Queue
4. How to assign queue item to an user
Who is working on: Workplace -> Queues -> Item -> Queue Item Detail
5. How to enable an entity to a queue
Settings -> Customizations -> Customize the System -> Entities -> Queues checkbox
Settings -> Business Management -> Queues
2. How to assign a queue to team or user
Settings -> Business Management -> Queues
3. How to assign items to a queue
Workplace -> Activities-> Tasks -> Save -> Add to Queue
4. How to assign queue item to an user
Who is working on: Workplace -> Queues -> Item -> Queue Item Detail
5. How to enable an entity to a queue
Settings -> Customizations -> Customize the System -> Entities -> Queues checkbox
Wednesday, September 25, 2013
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