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Re: How to remove duplicate lines on a Customer Saved Search for Customers with multiple Address?
Hello @Dirk Nieuwkamp, Thank you for the clarification. 😊 Under the Results tab of the Saved Search, kindly add the following fields: Field: Name | Summary Type: Group Field: Formula (Text) | Summar…1 -
Re: How to update the available values in Customer Status?
I am glad that I was able to help, @SteveBinTX. ❤️ It would be appreciated if you can mark the Yes on the "Did this answer the question" to the comment you find helpful. It will aid other u…1 -
Re: Why does Created From field disappears when creating Sales Order from Opportunity?
Hello @Dirk Nieuwkamp, Per testing, I was able to reproduce the reported behavior. However, I noted that instead of Created From field, once saved, there will be Opportunity field which is populated …1 -
Re: How to create a Saved Search for Sales Orders without backordered Items?
Hello @Martha Hakes, Sharing you some tests I did on my end regarding this concern. I created two Sales Orders. First one, having an Item with back ordered quantity: Second one, having no back ordere…2 -
Re: What are the best practices for Multi Subsidiary Customer feature?
Hello @Richard Appleford OB, Glad to have you with us today. Thank you for creating another thread. 😊 Allow our gurus to review your concern and perform their initial investigation. We will reach ou…1
