Topic by Chris
Good Morning,
I have been searching the RN KB and also through the forums hoping to find an answer to this issue, but have not had any luck. I am hoping that someone will be able to point me in the right direction. We are trying to use the New Opportunity quick access button in the ribbon on a new incident to create a new opportunity. The problem is when we use the button the workspace that opens is the Service Opportunity standard workspace and not the custom designed one we have created and assigned to the profile. Is there a setting for this that I am missing? I had assumed that it would automatically use the workspace defined for the profile, but it does not.
Thank you for any help you can provide.
Chris