My Stuff
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Re: How to remove the New Sublead, New Subprospect, & New Subcustomer buttons on the Customer records?
Hi @User_2LD8N, You can create a Custom "Subcustomers" Sublist and hide the native one. That way you can get rid of the "New Sublead" and other buttons:1 -
Re: Trend graph portlet with two KPIs, which are AP Balance and Payables. Why are they different?
Hi @User_P7UX4, The "A/P Balance" shows the "total impact on A/P accounts." It doesn't show cumulative balances, assumes vendor payments use the same class and department, an…2 -
Re: How to use CASE WHEN formula on default values?
Hi @Paul Salkeld, You would need to replace the double quotes with single quotes. For example, "High" should be entered as 'High'.1 -
Re: Workflow Best Practice Guidance
Hi @Dext3r, I had a similar workflow for the Opportunity Record with more than 100 actions. The Workflow Actions were added to related Groups, and everything worked perfectly. The workflow might beco…3 -
Re: Sales and Refunds - accounting separately on P&L:
Hi @User_X2B1J, Are you referring to the Credit Memo transaction? The Customer Refund transaction typically impacts only Balance Sheet GL Accounts (e.g., DR: Accounts Receivable | CR: Bank). To repor…1