My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Item Pricing sublist on Customer dashboard
Hi Dirk, I tested this one on my test account and was able to reproduce the behavior that you reported. It seems that using a Pricing Saved Search on the Customer Dashboard does not filter the result…1 -
Re: how to find all reports created by specific user or created within a specific date range
Hi @David DeLisser, You can create an Analytics Audit Trail Search to get the required information. Here's the Criteria and Results tab of what I was able to test out: Criteria tab: Record Type …1 -
Re: Saved Search Count greater than1
Hi @Wendy_M, Here's what you should add to your Criteria so that your search will show only those with more than 1 preferred Landed Cost Template: Criteria tab > Standard subtab: Landed Cost …1 -
Re: Saved search add up values of the same row
Hi @Dirk Nieuwkamp, You can actually copy the formula for the Sales Amount, Invoiced Amount & Return value fields, and add them in the last Formula (Numeric) field for Order Book. The formula wou…1 -
Re: Receive and deliver items as logistic service
Hi @Amjad Kasem, You would need to create a NEW Equipment Saved Search that you will use as the Default List View of the Customer Center/Customer Portal. Criteria tab: Add Customer Name is me or -Min…1
