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Re: Adding Terms field in Credit memo and Return Autorization
No worries, Meherin. Glad to help @"Pauline Joy Cac-Oracle"2 -
Re: Create a saved search to display the sales of certain category customers:
Glad to have you with us today, @"4180980" We'll further test the saved search on our end and get back to you with the results @"Pauline Joy Cac-Oracle"1 -
Re: How can I upload multiple files via online form?
I agree, @"lraynor", the ability to attach documents/files is available on online forms for Case and Customer records. However, for Custom Records, this feature is still logged as an enhanc…2 -
Re: Mass update of customer and lead price level
Updating the Price Level on Customer and Lead records is also possible through workflow, @"4180980" I suggest creating a scheduled workflow with the setup below. You may use the saved searc…3 -
Re: Workflow to check line item amount
To add the Amount (Line) on the Condition, we need to add a Set Field Value workflow action on a Sublist Action Group. Here's the workflow setup on my end. On the sample Sales Order record below…2
