User_1I8SP

My Stuff

Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!

Comments

Thank you for your help! I'm actually trying to ensure that if a sales rep enters a sales order, there is always a log of the Phone Call activity that took place. Right now, we just save the sales order, then click on the "Communications" subtab, then click on the "Log phone call" button. BUT, ideally, the pop-up entry…

in Can you create a workflow that triggers a "Log Phone Call" form to pop up after saving a Sales Order Comment by User_1I8SP Jun 30, 2023 10:35PM
Thank you so much! That's what I'll do.

in Is it possible to mass update Item records by adding a prefix to the Item Name/Number field? Comment by User_1I8SP Jun 23, 2023 4:13PM