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.
-
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 -
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
