Articles tagged #ENABLE
Articles tagged
#ENABLE
Enabling Advanced Taxes
Warning: If you enable Advanced Taxes, you cannot disable it in the future.
Enable the Currency Exchange Rate Types feature
Go toSetup > Company > Enable Features.
Managing Partners
A partner is a company with whom you have a business agreement, but who is not a customer or a vendor. Partner records can be created for companies and individuals that bring business to your company.
Role Permissions > Access to Delete Open Deposits
A user creates a custom role with the ability to delete bank deposits and customer deposits.
Enabling Payroll Tab on Administrator Role
An user needs to access Payroll tab functionality using an Administrator role instead of Payroll Admin role. Payroll tab is added on Payroll Admin role by default.
Unable to See the Global Subscription Status Field in Entity Record in a Standard Form
Scenario
The Global Subscription Status field is not available when the marketing automation feature is disabled. Users would therefore need to enable the feature.
Solution
- Navigate toSetup>Company>Enable Features
- ClickCRM
- Marketing Automation: Check the checkbox
- ClickI Agree
- ClickSave
To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps:
- Navigate toSetup>Marketing>Marketing Preferences
- Unsubscribed to Marketing By Default: Remove theCheckmark
- ClickSave