Vernita Bronze Trophy

Hi (the following uses fictitious data in the screencaps) Here is what I am trying to do and where I am stuck: I have a custom parent record called 'Allowance' This has a subtab called …

Hi Michelle I have had another look. There was a file generated with the correct naming convention. The problem is what it is pointing to. i..e. previously, a file with the naming convention "Cr…

Hi There In the global search bar, we used to previously be able to search for files that are attached in the communications tab of a record. This no longer seems to be the case. e.g. on the credit m…

Hi There I have a scenario where: - There is a project used to bill a client for a consultant's time - The consultant received a pay increase mid March - The pay increase is intended to be on ch…

Hi i was wanting to customise an email template that is sent when an employee submits a leave request At the moment, the template shows the following Instead of the text in the pink box, I would like…