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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: SALES ACTIVITY BY SALES REP DETAIL report showing Customer status rather than activity status
Hi @"bobonorov", I found a SuiteAnswers on how to Create a Customer Saved Search to pull up the Total number of Activites and outgoing Messages | Answers ID: 30217. Per testing, although th…3 -
Re: Purchases by Vendor This Year vs Last Year
Hi @"iecpradeep_14007", You need to add the Amount field and select the Relative to Today's Date or Relative to Report's To Date to populate the Alternate Date Range field. Let me…2 -
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
