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Re: How do I set up the employee filter in the time entries view to show individual employee names?
Hi @"BaileyD", Did you recently add Employee Restrictions in the user's role? Based on your screenshot, it seems that it is currently set to own, subordinate, and unassigned. Navigate …1 -
Re: Retrieving Sales Order Line Item Description field within a search.
Hi @"John Griffin", In your Transaction Saved Search, set Type to Sales Order Navigate to Results tab and add Memo field Click Save & Run and you should be able to get the line item des…1 -
Re: Best Practices - Competitor Field and Sublist in Opportunities/Customers
Hi @"paula.courtemanche", Have you tried exploring the Win/Loss Reason field? Using this field will let you select a reason why your Sales Rep won or lost the deal. You can create new win/l…2 -
Re: Saved Search for Cases - Format Date
Hi @"PaulFleetwood", Under Results subtab: Field: Incident Date * Summary Type: Group * Function: Day This is going to return you the count of the Cases grouped by the Date only. For refere…2 -
Re: Reports/Analytics for events...
Hi @"Mark_BRIT", The Start Time and End Time fields are not exposed on the reports. There is an existing Enhancement Request logged related to this under #115405 Searches > Calendars/Tas…2
