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: 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 -
Re: Marketing sub category
Hi NS_YB, You can create a custom list for parent category and use it to source in your custom field on the campaign record for this field to be available on the saved search. 1. Navigate to Customiz…5 -
Re: Marketing sub category
Hi NS_YB, The {category} field will pull up both parent and sub categories in the searches if a subcategory is populated in the campaign. Try using the formula below and it should pull up the parent …4 -
Re: Advanced Partner Permissions
Good catch on that Sales Activity by Customer Detail report @"RickG_1136"! The report lists sales activities involving each customer for the time period you select. Activities include event…4 -
Re: How can I close multiple (200) older cases with the same reply/solution at once?
Hi @"4126314", Sending Email Notification upon every type of Case closure is possible by a saved search that sends Email Notification when Case changes Stage from Open to Closed or when it …8
