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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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: Saved Search location filter
Hey @Marie4455, You can't edit the default Location filter. The workaround is to choose the Location Name from the related Join. That way, you can enter the Location name (you can use the wildca…1 -
Re: Remove/Hide Parent Customers in an AR Aging Report
Hey @User_KAGURA, To achieve that, you need to: Create a "Parent Customer" checkbox on the customer record Mark the checkbox for all parent customers (you can automate this via Workflow, Ma…3 -
Re: entering time against resource allocation
We have complete flexibility and will define criteria when building the script. Once the logic is in place, the script will run in the background and source the correct Item for every time entry.1 -
Re: Billing schedules on projects
Charge-based Billing supports any recurring billing patterns. For Charge-based projects, the billing frequency is defined by Billing Rule, not the Billing Schedule:1 -
Re: Cybersource Payment token saved on Sales Order
Hey @Bill Quinn, You can create a "Payment Token" custom record attached to the Sales Order record. When you send the sales order and token information to NetSuite via RestLet, you can stor…1