My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: workflow on a custom transaction
Yes, you can create a workflow on a custom transaction. However, to compare the value on the custom transaction with any other record, there needs to be a connection between them in order to validate…1 -
Re: File Uploads
Hi @User_LWGFZ I'm not entirely sure, but this might be achievable via REST API or SOAP Web Services. These allow you to pull data from one account and push it into another with help of scripts.…2 -
Re: Audit trail on searches
The Audit Trail provides system notes for the respective record type. Its main functionality is to track changes, including who made them. Therefore, hiding the "New" and "Old" fi…1 -
Re: Tax Code Saved Search
Hi @User_RUQ2X I'm not sure, because we cannot retrieve the system note information directly from the tax code record/ Tax code saved search.1 -
Re: Advances Customer Statement - Show Only Open Transactions field
Hi @User_9NCEQ Due to system limitations in displaying the amount due on this page, you can generate the statement by customizing the statement form or using an advanced PDF/HTML template. For detail…1
