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Re: Why can't we create an Opportunity from a Lead?
Thank you for keeping this thread updated and for sharing the solution, @Richard Appleford OB.😊1 -
Re: How to pull line items of a transaction into an email template?
Thank you,User_75YL8 Can you please confirm that you have Electronic Bank Payment installed? Also, are you trying to add the Ref No. and Payment to your Check Templates?1 -
Re: How to pull line items of a transaction into an email template?
Hi User_75YL8, What type of transaction are you attempting to retrieve using the refnum and total? Please send us a screenshot of the sample record and fields, and make sure to hide any confidential …1 -
Re: Why Administrator role cant access suiteIdeas?
I tried searching, however, I don't see an existing enhancement related to this. You can submit a new one at SuiteIdeas.1 -
Re: Can I send Bulk email to vendors?
Are these attachments from a transaction? If so, you can send Bulk Emails with a PDF attachment in Lists > Mass Update > Mass Updates > Transactions > Bulk Email. I hope this helps.1
