Friday, November 30, 2018

Custom Role (SWV): the Bill To Customer is not Auto-Populated after End User is Entered

- Navigate to Setup > Users/Roles > Manage Roles.

- Edit the Custom Role that is encountering the problem.

- Navigate to the Permissions tab > Custom Record tab.

- Add the Record Contract Renewals Preferences.

- Set the Level to at least View.

- Hit Save.

When creating transactions using this Custom Role, the Bill To Customer field will now be automatically populated upon entering a selection on the End User field.

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