Forum Discussion
Preference Categories: Seeking Documentation
Hello All,
I'm setting up my configurations and am having trouble understanding where the Preference Categories show up on records and how to retrieve/utilize what I enter into the configuratio...
Thank you - are you able to share how it is accessed when a user is on a record? That's what I am having trouble finding.
Rajesh2381
Microsoft
Microsoft- Thank you-could you please tell me where they appear on the Contact, Account and Opportunity records? I can't find where to access them once I have added them to the configuration.
- Rajesh2381
Hello DevinDukes
the upper right corner, there is a preference and when the user clicks on add preference, there is another lookup field to add a preference category.
Hi Rajesh2381 thank you - I'm now seeing that in the Account and Contact records. Since they can either be applied to an Opportunity or an Event, can you please send a screenshot of where to track a Contact's preference categories on an Opportunity record?
