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Re: Joining VendorBill/Expenses to the Payment using SQL
Hey @PaulRipley, If you are building a Saved Search based on Expense Report, you have to use the "Applying Transaction" join to get to the related Bill Payment. If you are building a Saved …2 -
Re: Is there a way to edit the search result on EFT - Bill Payments page?
Hey @User_4TMZA, You can't achieve that natively. The best option is to create a custom "EFT - Bill Payments" page with additional filters that allow you to exclude specific vendors. W…1 -
Re: Workflow - Copy the email addresses into the new field, but change the delimiter
Hey @User_8LGY2, Yes, we can do that via a formula. Try Formula (Text) = REPLACE({your-email-field-ID}, ',', ';')1 -
Re: End Date on Single Send Searches
Hey @Christine Gossman, The "End By" is used to specify when you want the scheduled emails to end. What is the "specific day each month"? You might be able to achieve that via Cri…2 -
Re: How to create a View link for the sublist of custom records
Hey @dle_35705, There are a few ways to do that. The easiest would be to click "Customize View", create a custom view with required columns, and set the "Output Type" under Result…1