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Re: Restrict project task in employee centre role
Hi @"Hormese Paul", The Employee Center role is very limited to restriction feature. The possible workaround is to create a Project Task Saved Search and filter it using the Project Task As…3 -
Re: Restrict print option on custom reports in a custom role.
Hi @"Hormese Paul", This is currently logged as an enhancement request under # 149955 Provide a separate permission to Print search results, list pages, and reports, similar to 'Export…2 -
Re: Send email from transactions can't see include transaction checkbox
Hi @"lilywu", You need to enable Mail Merge feature to show the Include Transaction checkbox. Please see steps below. 1. As Administrator, navigate to Setup > Company > Enable Feature…3 -
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: NetSuite for Outlook - Mandatory Fields
Hi @"timelms", Please see the steps below. 1) Log in as Administrator 2) Navigate to Setup > Company > Outlook Sync Configuration 3) Open Active Outlook 4) Basic tab = keep as it is &…1
