Author: Karishma Krishnadas

When creating or running a report, there is always a Date footer at the bottom. If there is a need to change that Date to another Date field (e.g., Date Closed, Date Received, Due Date, etc.) then follow the steps below: 1.    Customize the report 2.    Go to the Filters tab 3.    Click on the Date filter 4.    Click the Insert button 5.    Select the… Continue reading Remove and Replace the Standard Date Footer on Reports by Another Date Field

Cannot add an item on a Sales Transaction like Sales Order, Cash Sale or Invoice. The item shows up on the list of items that can be added but when the user clicks on it, the sales description and price do not populate.When the user clicks the Add button, the item is not added on the… Continue reading Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate

When creating Online Form for a Custom Record, under Select Fields, there is no option for Section to choose. Steps to reproduce: Navigate to Customization > Lists, Records, & Fields > Record Types. Edit the Custom Record. Go to Online Forms > click on New Online Form. Enter Title. Under Select Fields, enter a Field.… Continue reading Custom Record Online Form > Select Fields > No option to select Section

1. Navigate to Lists > Search > Saved Searches > New> Transaction 2. On the Criteria tab > Standard subtab add the following filters: Type = is Sales Order Billing Schedule = specify billing schedules. 3. On the Results tab > Columns subtab add the following fields: Number > Summary type = Group Name > Summary type = Group Account > Summary type =… Continue reading Sales Order Saved Search that Shows Billing Schedule