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How to add a NOTES field to a Saved Search setup screen
Different folks at our company create Saved Searches. If one of those people leave the company, the knowledge of how that search was built, goes with them. The person taking over must go back and figure out all the tricks. It would be nice to have a NOTES capability so that the creator can describe how the search was…
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Change Activities Buttons
I want to remove the buttons underlined below. I thought Customize View might work, but it has no section for Actions. This is in a Company/Customer record, and in that Customize View, I only saw the buttons at the top not the ones below. Where can I customize this view Company>Communication>Activities (actions)? (I tried…
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How to Assign Customized View in Sublist to Other Roles
Hello, Under the apply payment, we have the option to customize the view: Example in UAT As an administrator, is it possible to publish this customized view for all users? We want them to have the same view without going over each user to customize their screen. Thank you Hannah
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How to show Average of Days Overdue
Hello, Under each entity (partner/customer), under the tab "Sales", we have all the transactions (open or closed) and the days overdue for each deal (Due date - payment date). I created a new entity field called "Average days overdue" and I am trying to fill this field using the AVERAGE days overdue from the customer…
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Add Account number to Budget view
Hello Guru's On the 'Budget' page I would like to add the 'Account number' next to the 'Account' colomn. When I click on the 'Customize View' button, I don't see an option to add this Account number field. Is there an other way to add this field?