My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
-
Re: Custom segments on items
Hi @timblun, On Application & Sourcing tab > Transaction Columns subtab, Source List must be set to Item (Item) to make the automatic sourcing to work. On the screenshot below, I setup the val…1 -
Re: Contact Role List values - Worklfow Filtering?
Hi @KNason76, Upon further investigation, filtering the dropdown values of standard Role field on Relationships tab > Contacts sub tab is not yet possible through workflow. I have also coordinated…1 -
Re: Quick Add
Hi Adrian, Upon testing this on my end, the Inline Editing should be enabled even the account has been configured with Global Preference (Setup > Company > General Preferences > Show Quick A…1 -
Re: Fields in Advanced PDF/HTML/saved search
Hi Asher, You may do any of the following set of steps in order to pull the transaction records with backordered items: Back Ordered items on Criteria 1. Navigate to Lists > Search > Saved Sear…1 -
Re: Addresses in custom Fields
Hi Alex, Upon testing this on my end, I was only able to list all the entity records' addresses and can't filter it to Customer record addresses only (Type: List/Record, List/Record: Addres…1
