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Re: transaction saved search not showing in dropdown of saved searches on a custom transaction body fiel
Hi @Martha Hakes, You're welcome! 😊 As for your other concern, I was able to configure this by using a Formula(HTML) field. Please see my example below: Field: Formula(HTML) Summary Type: Maximum For…1 -
Re: In a report if result is false leave blank
Hi @User_4XHXA, Per checking on the screenshot, it seems like you're using a Saved Search. With this, I was able to achieve this using Formula (Text) as the result. Please see the example below: CASE…1 -
Re: Custom Transaction Body Field Admin Access Only
Hi @gfriedman, Good day! Would you elaborate more on what you mean by it's not working? Upon further checking on your setup, the Default Access Level you have set is None. With this, any role other t…1 -
Re: How to reflect Journal entry line-level memo instead of header level one in Customer Statements?
Hi @Omar Mallak, Thank you for confirming this. Upon further checking, I was able to find multiple related cases wherein they wanted to print the line-level Memo field on the Customer Statements. Unf…1 -
Re: How to remove the Personalize button from a custom record in Customer Centre?
Hi @Hormese Paul, Thank you for bringing this up. Upon further checking, removing the Personalize button is also not possible via scripting. Since the Personalize button doesn't have any internal id.…1
