My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
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.
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.
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Re: Send email to specific recipients and only display results related to that user
Hi @User_XMFHV, Can you check if instead of "includes me," you can choose "is me/mine":1 -
Re: transaction search on Opportunities, with PO reference exposed
Thanks for the clarification, @User_NG5TG, If you also need to see line-level information, then you would need to run two separate reports or do a customization to bring them into one report. Sales O…1 -
Re: GL Audit Numbering Permission Needed
Hi @Jenny_LN, The permission that grants access to GL Audit Numbering is the "Setup -> Manage Accounting Periods".1 -
Re: Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM
Greg, I agree that moving the invoicing to NetSuite is better long term. Regarding the Avalara Tax Code, I was suggesting to: Have the Avalara configured in NetSuite, too Connect it with a non-Produc…1 -
Re: How could i send an invoice to a different email address from the one in the customer record?
Hi @User_R3C96, What are the criteria for sending out the email? Does it happen once the Sales Order is approved? You can create a workflow with the "Send Email" action to auto-send emails …1