My Stuff
Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!
-
Re: Opportunity Link on Sales Order
Hi @Judith Culanding-Oracle! Yes thanks a lot :) I am tying to create a link to the Opportunity in Sales Order with a custom field: In the dropdown list the format is like the client requested (docum…1 -
Re: Automatic creation of a Project for Service Items
Hi @Patrick Fresnosa-Oracle and @Tigran Shahnazaryan! Thank you for you assistance! I have read the article and managed to create a project by flagging the relevant checkbox in service level! Thank y…1 -
Re: Custom Segment attachements
Hi @Red Velasco-Oracle! Thank you for following up! I just informed the client that is not possible to add attachments feature (ie. drag and drop files add-on). Thank you for your assistance. Elina.1 -
Re: Record link not working on emails
Hi @Angelica Mae Segador-Oracle and @User_ZCWF3! I found a solution through your suggestions above! Thank you!1 -
Re: How to add Custom Segments in Budget vs Actual reports?
Hi @JenSw! Thank you for sharing your workaround with me. Much appreciated. I will definitely try it and hopefully the client will be ok with it.1
