User_ZCWF3 Gold Medal

@Alex.S-2016 - yes; it would change it for everyone. If it's wanted for each person, then 1st - you must be allowed to override it in Setup - Company - General Preferences - Overriding Preferenc…

@manuelsaomartinho - sorry - I didn't see the screenshot in your previous reply. The formulas should be put in the Highlighting tab, but you need to select the double squares first (highlighted …

I think they’re using an Activity search vs an Event search. I’d be interested in learning if the location field is available as well. I did not see it as an option when I was looking. @Richard Apple…

I have a quote saved search that shows the item's description field (can be edited by the user if a custom item). I'm using {memo} to get the info.

For the KPI scorecards that I've setup for counting qty of orders entered, I have the summary type for Document Number set to Count. Not sure if changing that would help.