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Re: Retrieving Customer Contact Details in Advanced PDF Template
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'…1 -
Re: Workflow Added Line Item Causing Issue with Fulfillment
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…1 -
Re: Opportunity Saved Search > Sales Order Project Record Field
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…1 -
Re: Journal Entry when yen is converted to dollars
Here are some screenshots for an Advanced Intercompany JE between USD and CAD, which should give you an idea how to do for USD and JPY:1 -
Re: TOP CONTRIBUTOR FOR AUGUST 2024!
Thank you, Team!1