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Re: How to Email multiple quotations to customers?
Hi Paul, There's no need to enable the mail merge feature just for sending two pdf quotes in one email. You can still go to Communication > Messages > Email > Attachments tab and attach…1 -
Re: Is there a Permission to Manage Roles?
Assigning roles can only be managed by administrators.1 -
Re: How to set up Custom Role for Expense Report Creation?
Hi @Nickoletta Gounaris, You need to assign it to a Center Category that belongs to the Center's role to show the Expense Report. Please see the steps below, as per testing. 1. Created a Center …1 -
Re: How to solve Error: "New Passwords don't match" error when editing a employee profile?
Hi @Andrew Malek Can you try the steps below? Navigate to Lists > Employees > Employees Employee Record: Click Edit Click Access subtab Password and Confirm Password fields: Is Empty Note: Make…1 -
Re: How to Resolve Error: "That Is a Special Search That Returns Unrestricted Results?
Hi @Yumiko Fourbs Follow the steps below on how to customize and set the custom search as your view. Click on Customize View > Edit the search and its name > Save Navigate to your list of searc…1
