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Re: How to set default Terms
Hi Liz Madrid, Approach 1 : Deploy a User event script using Before Load function on Prospects where you can default the value of terms Sample Code : nlapiSetFieldValue('terms',9); here 9 i…2 -
Re: Saved Search - Labels to show as field ID
Hi Dwight Schrute, In your saved searches in results tab, next to every field, there is a custom label field where you can store the field IDs manually and same will be reflected in results while run…2 -
Re: How to set default Terms
Hi @Liz Madrid, Navigate to Setup > Accounting > Accounting Lists > New > Term and set the term as Preferred. This works across all vendors, customer, prospects etc. Thanks2 -
Re: Is there a way to download an import template for uploading banking information?
Hi @User_PVAQ9 Are you referencing to CSV Bank File import, If yes, navigate to Transactions -> Banks-> Banking Import History ->Upload File and then select Import with Default parser. You w…1 -
Re: Controlling segment combinations
Hi @Mark Robichaux You can achieve this using custom segment or using custom record parent child relationship then deploy a logic to set this on standard fields. Custom Segments are best recommendati…1
