Discussions
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Edit a Subset of Employee Information Using Advanced Employee Permissions
Did you know that you can have two of the same Advanced Employee Permissions with different Permission levels assigned in a Custom Role?
When Advanced Employee Permission feature is enabled, Administrator can create custom employee permissions that include all or a set of standard, or custom fields and sublists from the employee record and assign it to a Role.
In this example, we will customize the Employee Confidential Permission and assign two sets of fields on the same Permission and assign it to a Custom Role with two different permission levels: one that you can edit and one that you can view. When two employee permissions are included with a role, users assigned the role see a combination of the fields and sublists they are permitted to view on the employee record. In edit mode, only the fields and sublists that the user can edit are visible on the employee record.