3946360 Newbie

The suggestion below is a bit tedious but since this is a one-time set up (unless new fields are added), you want to consider it. Sales rule Sales field= Country/State Criteria = None of Country = Select everything that's in the list Sales Territory Match Any Rule= Yes Add rules 1 (State) and 2 (Country) Assign the…

All lines are now up and operational.

Hi all, hope someone can help. I want to create a dynamic group which contains people who have bought "laptops" (as distinct from "desktops") in the last 3 months. I can create a transaction search which finds the right people, because I can drill into the item fields and filter by a custom Product Type field, however I…

For new employees or existing employees who have not set the Default Event Access preference yet, the Admin can edit the role of these employees and set the Default Event Access preference to Public. This can be done by going to Setup> Users/Roles> Manage Roles> Edit Role> Preferences tab and set Default Event Access…

If the events are public, others can see them from a search or from the Event/Activity List. For new events, you can also create an employee group that consists of the people whom you want to have access to the global calendar then post all the events there.

Hi Joanne, Do you still need help on this? At any rate, here's my answer for you. It's not enough that the calendar are made public. For the schedulers to see the bookings of each other, the events must be set to Public as well. On the Event record, select Public on the Event Access field. Faye

Hi Jason, Support will look into this case further and get back to you. Thank you. Faye

On the contact field, try using the following settings: Type: List/Record List/Record: Contacts Under Sourcing & Filtering tab: Filter Using= Company Compare Type= Equal Compare to field= Customer (whatever you labeled the Customer field from the custom record) Note: This will work if each contact is associated to one…

This is not doable at this time through regular field customization. This feature is being tracked under Enhancement 222059. Although, it looks like it might be possible through scripting.

Hi Bushra, I'm afraid we don't support sourcing/filtering on fields used on online forms. This feature is being tracked under Enhancement 71182. The workaround at this time is scripting. Faye

Hi QMKevin, Case 1000395 was filed for this. Support shall contact you shortly. Thanks.

Hi, You can do this by doing a CSV import. At the very least, you need a CSV file with a column for the Internal ID of the JE that you need to updated plus columns for Account, Debit and Credit amounts. This should only contain the lines that will be added to the JE. Once you have the file, you may follow the steps below,…

I'm assuming you're referring to an online customer form. You might want to try the email field as the unique identifier on the online form. The email address entered on the form will then be used to look up for existing records in NS. If this is what you want to do, add the Email field on the online form and mark the…

You might want to try using Message Text as criteria instead of Subject in your saved search.

This is being tracked under Enhancement 224779.

Hi Elaine, Please file a case with Support so this can be investigated. Thanks.

Hi Johan, Support will be contacting you tomorrow to get more details on this. In the future, for immediate assistance, it is best that we file a case with Support. Thanks.

Regression testing has no yet completed but we are working on having the fix to be released sooner than the target date set. For any changes on the ETA, this thread will be updated.

This is being tracked under Defect 169206 and is on severity 1.

Support is actively working on this case. Please review the case for updates.

Issue 198467 was filed for this.

We are currently looking into this. I will post an update in short while.

S1 Defect 198467 (Web Services > log in > connection times out) was filed for this.

I will update this thread with the official cause/reason as soon as it becomes available. Thank you.

Hi Jim, This defect has already been raised to severity 1. You should be getting daily updates through the case. Thank you. Faye

Hi Steve, Please file a case with Support so this can be investigated. Thanks.

Hi Mark, Defect 170631 has already been raised to S1. Thanks.

Hi Mark, Defect 170631 has already been filed for this problem. Thanks.

Please file a case with Support so this can be investigated further. Thanks.