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Administration settings Installing fields Available fields in other CRM systems
Last updated on 16-11-2023 To make changes to forms and fields, you need to be logged in to make.powerapps.com. When you are inside Dynamics, we recommend the following approach for adjustments to forms and fields. Edit Your App Add Settings Panel After clicking “Edit” you’ll arrive at the following page, where you should: After clicking “Next” you’ll reach…
Last updated on 30-10-2023 Insert tabs into the app When you’re logged into your Salesforce organization: Once you’re in the setup, locate “App Manager”. After accessing the App Manager, find the app where “Risika Risk & Credit” needs to be used. After clicking “Edit”, do the following: Insert tabs on the account Now, go to…
Last updated on 13-11-2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for Risika – Risk & Credit, which you can do here: https://appstore.superoffice.com/siteshop-aps/risika-risk-credit, you will be redirected to the installation page. Step 2 – Assign the appropriate roles To…