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Re: How to set Saved Search to SEND EMAIL ALERTS WHEN RECORDS ARE CREATED & Not when updated?
Hi @User_E15G4 What @User_ZCWF3 mentioned is partly correct. I setup a config and tested it in my sandbox. It worked as I received an email alert for creation of an invoice, but nothing when I update…1 -
Re: How to record Partial receipt (Down Payment) ?
Hi @User_PXBHB I think the Vendor Prepayments feature might work well for your use case. see more details at: https://suiteanswers.custhelp.com/app/answers/detail/a_id/100069/loc/en_US1 -
Re: Does Citibank / HSBC cover multiple countries in Europe?
Hi @manuelsaomartinho I used HSBC but with U.K. payments. What is your actual query so someone in the community can help you move forward?1 -
Re: Reporting on time between status changes
Let me have a play around with this and get back to you.1 -
Re: How To Add Job/Project Fields to Custom Opportunity View
Hi @Dirk Nieuwkamp Try the following if you can see the options: Got to: Project Fields... Select Name/ID1