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Re: what does the asterisk field in item fulfillment mean?
Hi @"4128669", It seems that you are using a Custom View based on a Saved Search for your Item Fulfillments List. On Saved Searches, Asterisk (*) means that the result is under Main Line, w…8 -
Re: Is there a way to show the serial number on the invoice transaction screen?
Hi @"Shelli", You can create a Summary Saved Search of Serial Numbers with formula utilizing the ns_concat() function and use the search in a Custom Transaction Body Field that shows the Se…6 -
Re: Preferred Customer Identification
Hi @"paula.courtemanche", You can create a Custom Entity Field applied to Customer Records that indicates whether a customer is Preferred or not and set up Custom Fields applied to Opportun…4 -
Re: Set Match Bill To Receipt Default
Hi @"Martha Hakes", Here is a sample Workflow setup that you can try to make the Match Bill To Receipt field checked by default for Inventory Items upon record creation: Hope this helps. Ja…4 -
Re: How do I grant access to an Employee list?
Hi @"4165593", If the Advanced Employee Permissions feature is not enabled on your account, you have to basically configure the role with Employees and Employee Record permissions set to Ed…4
