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Re: How to automatically reassign tasks when sales rep field is changed on quotes/sales orders?
Hey @User_2Z9EN, You can achieve this via Scheduled Workflow and a custom "Sales Rep" field on the Task record: Create a custom "Sales Rep" field on the Task that will show the cu…1 -
Re: PO Creator on Bill when Bill multiple POs
Yes, the process update makes sense. This is possible even for a list field; I do this regularly. If you want to update a list field value via scheduled workflow, the "source" non-stored fi…1 -
Re: How can I edit the transactions view on related records subtab on an inventory item form
Hey @User_ETZRS, When you created the custom view, did you make it public? If, after making it "public," users still can't see it, add the following permissions to their roles: Custom …1 -
Re: Sales Rep role permissions and visibility
I see what you mean, @HC22, Can you try setting "Own, subordinate, and unassigned" and see if that changes anything? As a workaround, you can also set up a daily email notification to send …1 -
Re: Customer setup for a multi-branch manufacturing
Hey @MHS Crane, The best practice is to set up one customer with multiple Ship To Addresses. To facilitate reporting, you can create a custom "Branch" field and tag Ship To addresses and Co…2