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Sort billable items and expenses by posting period ?
Hello. When selecting billable items and expenses to bill it shows the "transaction date". Ex 10/25/2024. Is there a way to add a column next to it so that it can display the "posting period" for these expenses ? Ex. Oct 2024. I want the option to sort it that way as well. Thank you.
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How do I sort entries in a custom record dropdown
I converted a "location" LIST to a custom record so I could add a "category" field to help define the location (only for reporting purposes). The "location" field is alphanumeric. As a LIST, the dropdown could be sorted by order entered. How can I accomplish this as a custom record dropdown? Here are simplified examples……
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How to sort order of Unit Types drop down on Item?
Is it possible to change the default sort order of a drop down menu on an item card? I am talking about the primary purchase unit list in particular, but any drop down would be the same. We have setup several different units of measure. The main one we use is Cases. Under cases, we have several different options (case of…
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How to make it on search so it bring most recent activity only?
Hi, I have created a saved search for opportunities. I have customer name in one column and second column has activities from opportunity records but some of them have more then one activity and I want to show most recent activity only, Not sure how to accomplish this. Can I please get help on this One? Thanks,
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Contact Role - List Values
Anyone creative solutions on how to filter out/hide the system default values that are not being used? Those values do not fit the use cases we have .