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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.
Comentários
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Thanks. Great video.
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False.
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Add Due Date Column on Advanced PDF Template for Statement: There is a requirement to include the Due Date when generating the customer statement using the Advanced PDF Template. Solution Navigate to Customization > Forms > Advanced PDF/HTML Templates Preferred Statement Template: Click Edit Look for the <table> tag to…
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Thank you, Clarisa. I was able to reproduce the saved search. Do you know if there is a way to add month to month columns?