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Re: Changes in Amortization Template/Schedule
Hey @User_5FWNK, This article should help to make the edits to in-flight Amortizations: https://suiteanswers.custhelp.com/app/answers/detail/a_id/7862/loc/en_US2 -
Re: Hide the button in saved search result page
Hey @Jet Zhang, Natively, you can't hide that button. It can be done via a browser extension script.1 -
Re: Workflow for Transfer Order - how to check items for condition?
Yes, try "After Record Submit" or "After Field Edit" triggers with the Saved Search condition.1 -
Re: Workflow > Customer Address TIN to Transaction TIN
Hey @User_5FWNK, The Workflow probably can't access that field. In that case, the primary option is to use a script.1 -
Re: Workflow for Transfer Order - how to check items for condition?
Hey @User_S8PAJ, You can try using a Saved Search for the Workflow Conditions, which often provides the most flexibility.1