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Re: Days since Last Sales Activity (LSA)
Hi @"timelms", For Customer Saved Search, please use Formula (Text) and Formula: {today} - {custentity_date_lsa} Thank you. Michelle Jabanes-Oracle Ask A Guru1 -
Re: Global search to search files from communications tab
Hi New_44789, There's no preference for us to set the naming convention for the pdf file. Have you tried a different browser and clearing cache and cookies to check if you can search the pdf fil…1 -
Re: email template default recipient
Hi @"NS_YB", To confirm, you want to replace the default email address in this field below. Are you going to use only one email address when sending out emails? If so, what record is it sto…1 -
Re: Email Template- How to create a current record link
Thank you, New_44789 for updating this thread. Michelle Jabanes-Oracle Ask A Guru1 -
Re: How can you filter a project list by resource?
Hi New_44789 You can use the CRM field to display the resource name, please check the following steps below. 1. Navigate to Customizations > Lists, Records, & Fields > CRM Fields > New 2…1
