My Stuff
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Re: Include Estimate/Quote in Pipeline Report
@MTL_MIA not that i have seen. If it did, my numbers would definitely be skewed, so I'd def notice haha. If you want to generate that type of view, a saved search would probably work better for …1 -
Re: Customer record is loading forever
@User_RLV0D - OOoooo NICE FIND! We DO use HubSpot! A+ to the support rep you received! Be sure to leave them a good review because they may have helped us out too! Thanks for the update!1 -
Re: How to link production company account to mylearn page
Yea - we just went through the same thing recently. Some trainings that were previously available are now behind the company pass offering. We had to upgrade from a "single admin pass" to a…1 -
Re: NetSuite Admin Tip | Exclude Opportunities created from an Estimate in Saved Search
Nice! This was actually quite helpful. Never thought to generate a report to see how many opportunities don't have an Estimate/Quote generated for them. Tried it and it worked. Thanks!2 -
Re: Is it possible to have a roll-up Transaction search (not show by line item)?
Hi Jareb! You can do that a few ways. 1: If you add "main line = true" to your criteria tab, that would show you 1 line for each transaction, but it would only show you header information, …2
