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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
