My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
-
Scheduled Report
Hello, I have set up a scheduled report to be sent out once a week automatically. For some reason it's not updating the current date on the report. Does anyone know why this is happening? Did I …2 -
Custom report
Hello, Does anyone know how to create a report on how much a customer purchase on a particular item?1 -
Inactive Sales Reps
Hello, I noticed the inactive names of the sales reps are still on the list when I click on the sales rep drop down. Is there a way to eliminate those names from showing up on the list? Our team keep…2 -
Re: Re: Report on customer's terms
ok thank you Shamaine!1 -
Re: Report on customer's terms
Hi Shamaine, Do you know if it's still possible to create a sales order on COD customers that are on credit hold? I noticed that I can only generate a quote but not sales order when it's on…2
