Judith Culanding-Oracle Bronze Trophy

Hi @Mel H, Yes, for standard process that is correct. You may need to create a custom automation on your end for the sending of email.

Hi @Dext3r, Yes, your understanding is correct and no worries about that. I am glad to assist you with this concern.

Hi @Dext3r, Can you send also the screenshot of the Saved Search Criteria tab for checking. Thank you!

Hi User_V2DMI, Customer Deposit is considered as advance payment, you can Print this as check through marking the To be Printed checkbox from the Customer deposit record from the UI. Marking the To b…

Hi @User_PNRDJ, Just checking in if you were to see the previous comments. Let us know if you need clarifications. Thanks! We would greatly appreciate if you can click "Yes" on “Did this an…