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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!
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Re: Copy Existing Quote to New Quote Form
Hey @brocha, Can you enable the "Custom Form" field on both forms and confirm that changing the Quote to a new form displays everything correctly? Once confirmed, you can do a CSV update to…1 -
Re: Retrieve the unapplied payment date and applied payment date from an Invoice
Hey @kvidyasreddy, When you say "unapplied payment date, applied payment date", are you referring to the "date the payment was applied" and "date the payment was unapplied&qu…1 -
Re: Retrieve the unapplied payment date and applied payment date from an Invoice
Hey @kvidyasreddy, Invoice and related payments are linked via the "Paying Transaction" join. Here is a Saved Search that shows invoices with related payments, and the date the payment was …1 -
Re: Saved Search location filter
Hey @Marie4455, You can't edit the default Location filter. The workaround is to choose the Location Name from the related Join. That way, you can enter the Location name (you can use the wildca…1 -
Re: Remove/Hide Parent Customers in an AR Aging Report
Hey @User_KAGURA, To achieve that, you need to: Create a "Parent Customer" checkbox on the customer record Mark the checkbox for all parent customers (you can automate this via Workflow, Ma…3