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: Only allow lead conversion
Hi @"Sonics" I would like to confirm if the current Online Customer form you're using creates a Contact record that links to the Customer record or does the issue only occur if your Sa…3 -
Re: Attaching a Case to a Sales Order?
Hi @"Allllan" I am thinking of adding a custom Case field in the Sales Order form? Please see below steps. 1. Navigate to Customization > Lists, Records & Fields > Transaction Bod…4 -
Re: Employee Center Publish Dashboard
Hi @"mikep3396", The Employee Center is not available when Publishing a Dashboard. Are you trying to publish a saved search? You may try the workaround below. Sample Saved Search is Item * …5 -
Re: Purchases by Vendor This Year vs Last Year
Hi @"Martha Hakes", You can customize the Purchase by Vendor Report to show the alternate date range. Please see the steps below. 1. Navigate to Reports > Purchases > Purchase by Vend…6 -
Re: Unbilled Cost and Unbilled time report in project management.
Hi @"Hormese Paul", Per checking, this is the behavior of the Unbilled Cost report. This report is unable to include non-posting transactions in our Financial Reports. Expense Reports witho…3
