My Stuff
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Re: How to create a Saved Search for Customers with Sales last year and none this month?
Our search is created on Transaction level and not customer level. If you can try to create a search on transaction with the said criteria it should work. I was able to fetch all Invoice 4 months bef…1 -
Re: Is it possible to group specific Criteria Results into one?
Hi User_2D608 You can either create a dynamic group for sales rep and use it in search OR maintain a flag on employee record of these sales rep. In the search criteria, you can add the sales rep: fla…1 -
Re: How to identify if a Sales Order has been copied?
Hi @brocha , While there is no standard field to identify but you can achieve this using customization. To achieve using customization, 1st create a custom field of checkbox type. 2nd step : create a…1 -
Re: How to identify if a Sales Order has been copied?
Hi @brocha Absolutely. However, you can fetch from "copiedfrom" field using Script before saving the record or fetch the previous Order Internal ID from URL.1 -
Re: How to Capture a dynamic field in a saved search?
Hi User_75YL8 The change done via workflow would be impacting or triggering some changes which might impact GL changes in your account. To avoid this change and save the transaction, you can enable t…1
