My Stuff
Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!
-
Re: Give role access to view Customer record
You need to add the "Lists → Notes Tab" permission.1 -
Re: Give role access to view Customer record
Hey @Catriona Bowie, To allow the custom role to view Customers, you have to add "List → Customers (View)" permission. To allow the custom role to create and edit Cases, set the "List …1 -
Re: commit on entry for transfer orders only
Hey @Eunice_Rep, I recommend looking at the Supply Allocation feature if you want more granular control of item commitments.1 -
Re: Class Column in Custom Transaction Type
Hey @Herman Suherman, It might be related to the "Allow Per Line Classes" not being checked under the Setup > Accounting > Accounting Preferences. Please check to confirm that prefere…1 -
Re: Customize Actual Utilization by Project report to show Memo field of Timesheets
Hey @Elina Kourouzidou, The "Actual Utilization by Project" shows the grouped/sum values of Time Entries, which is why you can't show the "Memo" field. You could do that if a…1