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Re: Project Saved Search > Sales Order Document Number
Hey @User_K51C7, I assume you have the Project added to Sales Order lines and not the header, correct? If yes, then you have to change the Saved Search results to Summary type and set Sales Order Doc…1 -
Re: Accented characters on email
Hey @Fartleby, If you send the email using HTML formated Email Template, you should be able to enter accented characters.1 -
Re: Adding Standard Tabs to a Custom Role from Another Center
Hey @Elizabeth Vance, You can edit the required Center Tab, "Save & Copy" it, and attach it to another Center.1 -
Re: Opportunity Saved Search > Sales Order Project Record Field
Hey @User_K51C7, The native "Job" field on the Sales Order record isn't accessible from Opportunity Saved Searches. You have a few workarounds: Create a Saved Search for Sales Order an…2 -
Re: Journal Entry when yen is converted to dollars
Will Subsidiary A process the exchange, get the funds, and then transfer them to Subsidiary B? If it is a transfer+exchange between subsidiaries, then you might be able to do this via Advanced Interc…1