Creating a Customer Workflow to create Phone Calls...
# suiteflow
n
Creating a Customer Workflow to create Phone Calls to be Assigned (Organiser) of the relevant customer's Partner. What would work for that assignment? Partner join of? I also tried {partner.id} & {partner}
a
Is the Assigned organizer field on the phone call record an entity field? Or just an employee field?
n
The field can be Employee or Partner. Seems the issue was we had the MANAGE MULTIPLE PARTNERS ON CUSTOMERS AND SALES DEALS. feature enable. Removing this now allows {partern.id} to populate.