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Re: Contact Role - List Values
Hello @KNason76, I'm afraid that we can't sort these Contact Roles in the drop down list. An enhancement was logged under Enhancement # 234344. You might want to include this when voting fo…1 -
Re: New Role cant edit Return Authorization
Hi Kanika, I agree with @JohnCirocco, the steps he provided is the best way to get the permission you need when accessing the record. If the Return Authorizations and Return Authorization Approval pe…1 -
Re: Email template for receipts
That's interesting! Instead of selecting the field from the dropdown, can you try to copy and paste the ${customer.category} to check if this will populate the information? I was able to pull up…1 -
Re: Email template for receipts
Hi Kris, Can you try changing the ${customer.firstname} ${customer.lastname} to ${transaction.entity}? If this will work, it means that the Customer Type is set to Company. The tag ${transaction.enti…1 -
Re: Email template for receipts
Hello Kris, How do your customers receive the Sales Receipt email? Is it when they make a purchase from the website or when your sales rep creates a Sales Order internally? If the sale is created int…1
