What would be the cause of the Action Plan Templates tab missing from nonprofit case man? I checked that the user profiles have permissions on the Action Plan Template Object, the Tab is marked as Default on and it shows up in the App Manager. The user is assigned the permission set license. However, the tab does not display. I believe this is a standard object. I can see case_man objects are being shown (like the Action Plan Template Groups) but that's not helpful w/o the Action Plan Template. I opened a case on this, but just wondering if anyone else had run into this issue. Many thanks!
답변 8개
We also have to give permission for the 'Recurrence Schedule' object.
