My Stuff
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Re: Bulk Merge Vendors | Can we Bulk Merge Vendors using CSV / Script other than UI
Hi @H3NO5 Lists > Mass Update > Mass Duplicate Record Merge, see Duplicate Record Detection. https://suiteanswers.custhelp.com/app/answers/detail/a_id/48677/~/manage-record-duplicates-page1 -
Re: Scheduled Workflow - Create task with custom form
Hi @Mitchell Carlisle Please ensure that the Store Form with Record option is enabled on the custom form. Then, use these custom forms within the workflow. Thank you1 -
Re: Payment terms not saving on customer file, how to fix?
Hi @Lyle Saltzman Custom scripts or workflows might override or clear the Terms field upon saving. If your organization has any customizations, review any customer-related workflows or SuiteScripts t…1 -
Re: Edit Email alert in CRM task record
Hi @User_DU7YV The ability to Customize the Email Notification Sent to the Employee Assigned to the Task under Enhancement 90792 To search and vote for the Enhancement see 10054 Voting for Enhancemen…1 -
Re: Assistance Needed with Duplicate Values in Saved Search
@Araganti Abbaiah Could you please add the internal ID to the results and group them to check if any bills are duplicated? Also, let me know which result fields you included in the search.1
