GauravAgrawal Gold Trophy

Hi Dwight Schrute, In your saved searches in results tab, next to every field, there is a custom label field where you can store the field IDs manually and same will be reflected in results while run…

Hi @Liz Madrid, Navigate to Setup > Accounting > Accounting Lists > New > Term and set the term as Preferred. This works across all vendors, customer, prospects etc. Thanks

Hi @User_PVAQ9 Are you referencing to CSV Bank File import, If yes, navigate to Transactions -> Banks-> Banking Import History ->Upload File and then select Import with Default parser. You w…

Hi @Mark Robichaux You can achieve this using custom segment or using custom record parent child relationship then deploy a logic to set this on standard fields. Custom Segments are best recommendati…

Hi @Sivasubramaniam Class are like classification similar to department, location for tracking the financial segment. You can rename it as required. Classes are categories that you can create to trac…