Tuesday, 1 April 2014

You can schedule a time based workflow that fires every month. If that doesn't work, you can leverage the APEX class to send the email.

QUE

why opportunities' and contracts' notes and attachments also are showed under account? any way we can make notes and attachments under Opportunities are not visible under Accounts?

ANS


When a user creates a Note or Attachment, there is a Private checkbox they can use.


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