Tigran Shahnazaryan · CEO @ Novelance · Silver Crown

Do you have screenshots that you can share? In your example, the initial conversion happens at the Project Exchange Rate of 0.82 Later, an Exchange Rate of 0.80 is used. I am not clear on why the 0.8…

Hey @NRJoyner, You can create a Transaction (Invoice) Saved Search and use the "File : Name" join to include the attached files, which you can extract and attach to invoices: If you want a …

Hey @Sivasubramaniam, There are a few ways to do it; all would require customization. For example, you can write a script to copy the contact information to custom stored fields on the Estimate's Hea…

Hey @Rebecca Carter, The "toUpperCase()" is usually used to capitalize a text via script. You are getting a Javascript error related to workflow back-end logic. This appears to be an unhand…

Before making any updates to the workflow, please try the following: Instead of Opportunity Saved Search, create a Transaction Saved Search with Type = Opportunity. The Opportunity fields and joins w…