Hi Richard - I see that you've linked some documentation, but when I review it I can't tell what you're recommending I try to fix my issue. Can you be more specific?

Sooo does this mean there's no way to update permissions to query everyone's emails, even with admin permissions? For context, we're wanting to do company-wide activity tracking reports.

Hi! It appears I can see anything where I am the Author or where I am the Primary Recipient (I would have to try being CC'ed or BCC'ed if you're interested to know if I can see those - there are no examples I can see right now).

Hi @Tigran Shahnazaryan this is sounding very promising! Another question: on #3, you mention "add the Project to the Sales Order line". We're using the setup where the Project is attached on the header level, not on the line item level. Will this still work the way you described even so? Another question: we're currently…

Hi @Tigran Shahnazaryan and @Kristoffer Viray-Oracle, Thanks for the responses! I have questions. We're still on SuiteProject and must use Charge-Based billing with Rules. Do the above comments still apply in that situation? Workflow: Sales Order creation -> Sales Order Approval -> Project created and added billing rules…

hi @Kristoffer Viray-Oracle, i'm asking the same question as the original poster: Does anyone know if there is an option, or workflow I can create, to bulk updates project items on Sales Orders? (Instead of refreshing them one-by-one before billing). Thanks for the help! whether it's a workflow or something else.

If there is, I'm wondering how that handles the duplicate Items that sometimes pop up?