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How to move the "Last Sales Activity" field in Contact form
Hi All, I need to move the "Last Sales Activity" field to the primary information section. Is it possible to move there? This field is not shown when customizing the form. This field is populated from the "Last sales activity" Bundle. Bundle ID : 53195 Thank you
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TRANSACTION Saved Search: Customers with No Invoices for 4 Months or More from the Last Sale Date
Hi, please help! I've created this TRANSACTION saved search to pull up the most recent invoices for each Customer. But we ONLY want to see customers that have not ordered in a while (base on their last invoice). Where do I add this formula? What is the exact formula? My screenshots are below and it gives me the past…
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Why is the Last Sales Activity field not updated?
Hi team, We have a report where the message column does not update for different users. When I checked the column, it is "LSA Link Name". It happened to four different customers. I checked the prospect record and it showed it has email has been sent to the customer. I'm thinking maybe the reason it didn't reflect in the…
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NSC | Customer's LSA Field Is Not Pulling the Most Recent Sales Activity From Its Contact
Scenario In the user's customer record, Task was more recent than the Message, and should be logged as the Last Sales Activity. Soluion The reason why the Last Sales Activity field is not pulling the latest sales activity is because the task record was not created by the sales rep. The last sales activity will be populated…
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Upcoming Changes to Saved Searches Included with the Last Sales Activity SuiteApp
This notice is intended for customers who modified the Opportunities without sales activity in the last week saved search provided with the Last Sales Activity SuiteApp (ID: 53195). The Last Sales Activity SuiteApp includes several predefined saved searches. All saved searches provided with the SuiteApp are locked except…