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Re: Switch Primary Sales Rep on a Customer while leaving sales team intact
Say, you have Sales Rep 1, Sales Rep 2 and Sales Rep 3 on the record and you want to only make updates to Sales Rep 1 and Sales Rep 2. On the import template, you should have the corrected Sales Rep …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: Mass delete Revenue Recognition Journals
Hey @Pallavi1903, You can do that via Mass Delete Script. Here are the steps on how to do that: https://suiteanswers.custhelp.com/app/answers/detail/a_id/79526/loc/en_US1 -
Re: Permissions to the folders in the File Cabinet
Typically, the "Mine" parameter works, and I am unsure why it doesn't this time. Maybe there is a limitation regarding the Groups. Yes - the "Enhanced File Security" works on…1 -
Re: Top 20 Customers based on Revenue year by year
Hey @Febin Antony, You can do it via Saved Search, although you need some advanced formulas. Here is an example of such a report and a formula I used to give you an idea on how you need to do that: S…2