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Re: Doubled Entries on Applying Transactions report
You can use a date range as filter as long as the other invoice will not meet the criteria you used in the saved search. In my example below, I have 2 invoices in one quote. I used the Due Date to fi…1 -
Re: Can I change / define the 'active' or 'default' field on a new Transaction Form?
Hi Paul, Per checking, this behavior already exists prior to the 2021.1 update. This is happening to records/forms that have line items or sublists. I tried searching for a workaround and explored bo…1 -
Re: How to remove "Edit" button
Hi @BWM- Shem, The Edit button in the Invoice record will depend on the access level set in the permission. The ability to have a separate access level is currently filed under Enhancement #169928. P…2 -
Re: Remove 2FA from Existing role.
Thanks, Emilia! Hi @nag_m, Navigate to Setup > Users/Roles > Two-Factor Authentication Roles, set the field to Not Required beside your custom role and click Submit. Thanks, Michelle Jabanes | …1 -
Re: Sales Rep default on new customer records
Thanks Ivy! Hello @Asher_123, Per checking, I don't see any option on how to stop the behavior without disabling the Sales Rep box on the employee record or using a workaround. I hope this answe…1
