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DevinDukes's avatar
DevinDukes
Copper Contributor
Aug 18, 2023

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...
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Rajesh2381's avatar
Rajesh2381
Icon for Microsoft rankMicrosoft
Aug 29, 2023

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.

 

 

Devin_Dukes's avatar
Devin_Dukes
Copper Contributor
Sep 19, 2023

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?

  • Rajesh2381's avatar
    Rajesh2381
    Icon for Microsoft rankMicrosoft
    Sep 20, 2023

    Hello Devin_Dukes 

    Please find the below screenshot for the Contact preference in which we need to create the opportunity preference. 

    This Opportunity Preference will be visible in Opportunity  under opportunity preferences

     

     

    • DevinDukes's avatar
      DevinDukes
      Copper Contributor
      Sep 20, 2023

      Rajesh2381 sorry-one more thing. Those preferences are designed to show in this tab. Can you please explain how the data feeds to there? Does it populate Existing Preferences from the Contact record?