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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.
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Re: access.passwordSetupURL not providing valid link
Hi @"savethepennies_11496", Per SuiteAnswers Id: 80909, the access.passwordSetupURL Please click here to set your password link would only work for new users with no existing access to NetS…1 -
Re: How do I set up the employee filter in the time entries view to show individual employee names?
Hi @"BaileyD", Did you recently add Employee Restrictions in the user's role? Based on your screenshot, it seems that it is currently set to own, subordinate, and unassigned. Navigate …1 -
Re: Retrieving Sales Order Line Item Description field within a search.
Hi @"John Griffin", In your Transaction Saved Search, set Type to Sales Order Navigate to Results tab and add Memo field Click Save & Run and you should be able to get the line item des…1 -
Re: Best Practices - Competitor Field and Sublist in Opportunities/Customers
Hi @"paula.courtemanche", Have you tried exploring the Win/Loss Reason field? Using this field will let you select a reason why your Sales Rep won or lost the deal. You can create new win/l…2 -
Re: Saved Search for Cases - Format Date
Hi @"PaulFleetwood", Under Results subtab: Field: Incident Date * Summary Type: Group * Function: Day This is going to return you the count of the Cases grouped by the Date only. For refere…2
