My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Why is the Last Sales Activity field not updated?
You're welcome, Colleen. I suggest removing the duplicate LSA mass update record and leave one of each LSA type (Contact, Customer & Opportunity). Thank you.1 -
Re: How does Sales Tax management work via Suitetax module?
Hi @John Robertson Sr. Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who…1 -
Re: Need Saved Search showing ALL Sales Team Members and Primary Toggle
Yes, the fields are sourced from the Transaction record. Please see the below screenshots. Transaction Saved Search result: And this is the Sames Team/Sales Reps from the Customer Record. I hope this…1 -
Re: Filter List by Customer
Hi OliverK, You need to create a customer list/record field to source the contacts. Please see below. Here is the sample output of the note record. Only the related contacts of the customer/company w…1 -
Re: Empty Sales Rep Field value in quote record
I agree with @Ivan Griggs UK. @Hormese Paul, I used the following values in my testing and the sales rep field went blank after saving the new estimate. Type = Set Field Value Trigger On = After Reco…1
