My Stuff
Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!
-
Re: Default Location for a QUOTE
Hi Asher, The ability to set a default Location for Estimates/Quotes is currently being requested under an existing Enhancement request #80811. However, this is possible using a workflow. Please see …2 -
Re: Doubled Entries on Applying Transactions report
Apologies. My answer was for the date range of the Invoice Date be added to the Criteria. Upon research, the system does not have the ability to dynamically change the current date from Available Fil…1 -
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
