Dan DeHaven Red Ribbon

Hi Red, Yes, that worked perfectly. Thank you very much! Sorry to just get back to you, I didn't see the updates before. Dan

We bill customers for employee time related to Projects and Support Incidents (Cases). The time is marked billable and added to Billable Expense Invoices on a monthly basis. Inevitably the customers,…

Thanks for the question, I've struggled with this a lot and have had to make a cheat sheet of the hitches from record type to record type. A suggestion to the engineers would be to have a univer…

Field sourcing can be complicated when working from different records than the ones mentioned in the SuiteAnswers so forgive me for the questions but I've searched extensively and tried over a h…

We use CRM Tasks for many different functionally specific processes and requests for work within our organization, but the single most requested additional functionality is to be able to send Email M…