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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: How to create Report Snapshots for Sales Rep Dashboard?
Thank you for your response, @User_2D608. 😊 If that is the case, then the only way is to add multiple Report Snapshots with different Date Ranges. You may display the Sales by Sales Rep in a KPI Sco…1 -
Re: How to resolve Transaction Search not working as expected?
Thank you for your insights, Tiru and Brian! 😊 Hi @Tibor M, Thank you for providing screenshots and more information. 😊 I have made some testing on my end and I was able to generate a Saved Search …1 -
Re: How to assign Cost Center to Customer?
Hi Elizabeth, Good day! Hope you are doing well. 😊 Upon testing and checking, the ability to assign Departments to Customers is a system limitation. It is currently logged as Enhancement 15880 Custo…1 -
Re: How to update/modify Memo field on old Customer Credit Card?
Hi @GeorgeV, Good day! Hope you are doing well. 😊 Upon checking and testing on my end, when the Payment Instruments feature is not enabled in the Account, this is indeed the standard behavior after …1 -
Re: How do I reassign an aging AR report?
Hi @User_PMQWD, Good day! Hope you are doing well. 😊 According to SuiteAnswers Article 8393 Scheduling a Report, if the user who created the report schedule leaves your company, you cannot edit the …1
