My Stuff
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Re: Expense Report - Expense Report - Foreign Amount
Hi @User_E15G4, I have several questions: Is the AUD a Foreign currency for all the employees entering Expense Reports? If yes, what is the primary currency? When you say "notice on every Expens…1 -
Re: Why is Saved Search not showing the Item?
@Panadick, There must be an issue with the criteria. To help with the troubleshooting, please create a custom Transaction Search and share the results:2 -
Re: Project Management Reports
Hi @Quatro, Sure:2 -
Re: What is the Best way for honing a Transaction search view to only one line per 'deal'?
An Estimate is an "Applied To Transaction" for a Sales Order and is linked to the Sales Order header.1 -
Re: How to expose Customer to another unassigned Sales Rep?
Hi @Jeannie_13902, The most common approach is: Tag the Sales Reps on their assigned Customer Records. CX/Sales Team members are typically tagged on Customer Records via custom fields, such as Client…1