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Re: Is there any way to know the background data source
Hey @HX_SUBHANKAR, If you build a Saved Search and add "Applying Transaction" and "Applied To Transaction", you can see the related transactions. That should help figure out some …2 -
Re: Roles master creation
Hey @User_Q1DPO, Roles are one of the records that can't be created or updated via CSV imports. You can update individual permissions via Mass Updates, which is rarely helpful. Your task will be…1 -
Re: Issue with SWV Contract Renewals Module when creating new Contract
Hey @Elina Kourouzidou, The Contract Renewal module is based on various scripts executed in a pre-defined sequence. You can create standalone Contracts only via CSV imports. First, you have to create…1 -
Re: Analytics Permission error on Custom Item field
Please double-check the custom role's access to the required record and field. There is a chance something isn't provided correctly. Also, delete the browser cache and try again. So far, I …1 -
Re: Bounce Alert
Hey @ImeldaSanchez, That error message is typically received when emails sent to customers are bounced. Please double-check to confirm it relates to your inbox. Thank you.1