Partner List: What is “Show in Lists?”

Partner List: What is “Show in Lists?”

Megan Sullivan

 

A checkmark in this column means that this partner will be displayed as an available partner assignee (in the “P” lists) on pages such as the To-Do List and Warranty List. If you do not want items to be assigned to this partner, click the partner’s nickname and edit the value on the Partner Details screen.

Remember that just because the partner shows in the assignment lists, it will not automatically receive e-mail notifications and summaries about outstanding items. The e-mail notification settings may also be set on the Partner Details screen.

 

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