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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: Anyone else having performance issues?
Hi @"Chris Polanish", Please do the following if you're still experiencing the issue. 1. Clear cache & cookies 2. Use different browser (Is the issue only particular to one browser…1 -
Re: Saved Search - Person NOT In Sales Team
Hi @"4165061", I agree with @"cc81d4f7-e096-4f7c-b48e-fceb42f65f3a", try using none of and select the Sales Team/s. I hope this helps. Thank you. Michelle Jabanes-Oracle @"Mi…1 -
Re: Email Notification not working
Hi @"3677020", It seems that you have a saved search that triggers an email notification. Please edit your saved search and navigate to Email tab > Specific Recipients > make sure tha…2 -
Re: Send email from transactions can't see include transaction checkbox
Hi @"lilywu", You need to enable Mail Merge feature to show the Include Transaction checkbox. Please see steps below. 1. As Administrator, navigate to Setup > Company > Enable Feature…3 -
Re: Invoices Sent Being Identified as Spam
Hi @"New_44789", To increase reliability of email delivery, we recommend that you setup DKIM for your sending domain. DKIM or DomainKeys Identified Mail (DKIM) is a method of digitally sign…1
