User_3172U

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We are in the middle of testing to make sure we understand it. I'll post once we are finished. Thanks for the help.

in Parent Child Customer records - Guidance / Best practices Comment by User_3172U Jan 19, 2026 10:22PM
That's just too much..haha

in How to add Created By (User Name) to transactions Comment by User_3172U Jan 6, 2026 7:15PM
Yes, makes sense. I'll give it a try. It's a bit crazy that I have to add a custom field and workflow in order to display a field that already exists in the system. Thank you.

in How to add Created By (User Name) to transactions Comment by User_3172U Jan 6, 2026 7:13PM