When navigating to Home > Set Preferences > Appearance, the user cannot find the Use Classic Interface checkbox. *It is standard behavior that standard roles that already use the Classic Center do not have the Use Classic Interface checkbox. Customized roles that use the Classic Center will have the checkbox.
Author: Renjima C S
Workflow or Server Side Script Not Setting Custom Form
The Workflow or Server Side Script I am using is not setting custom form. Is this a standard behavior? The Custom Form field by default gets set to the preferred form. When using a script and setting the field server side, the field gets overridden by the preferred form when the record is loaded. How… Continue reading Workflow or Server Side Script Not Setting Custom Form
Track Bounce Emails from Marketing Campaigns Saved Search
1.Navigate to Lists > Search > Saved Searches > New 2. Click Campaign 3. Search Title:Enter TitleExample: Track Bounced Emails 4. Click Criteria 5. Click Standard 6. Filter: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Campaign ID Campaign ID: Select Is Enter Campaign IDExample: Marketing Campaign 1 Click Set Select Response Detail Response Detail: Select any of Failed – delivery failure Failed – invalid address Failed –… Continue reading Track Bounce Emails from Marketing Campaigns Saved Search
Create a Workflow to Hide the Invoice Button on Estimate for a Specific Role
Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Hide Invoice Button for Estimate Record Type: Select Transaction Subtype: Select Estimate Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Click State 1 Bottom right corner: Click New Action Click Remove Button Basic Information: Trigger On: Select Before Record Load Condition: Field:… Continue reading Create a Workflow to Hide the Invoice Button on Estimate for a Specific Role
Newly Created Fixed Assets not Showing Depreciation History Records
Navigate to Fixed Assets > Lists > Assets and choose the asset that was not generating the Depreciation History Record (DHR) Edit the Asset Record > General tab > set the following fields: Depreciation Start Date Depreciation End Date (automatically populated after Depreciation Start Date) Set Depreciation Active to True Depreciation Rules Click Save Navigate to Fixed Assets > Setup > System Setup Click Precompute Depreciation Values Wait for the process to finish… Continue reading Newly Created Fixed Assets not Showing Depreciation History Records
Creating Journal Entry with Blank Location if Location is Mandatory
Navigate to Setup > Accounting > Accounting Preferences In General tab > Classifications section Allow Empty Classification on Journal: Enter Checkmark Click Save
Remove Edit Column in Saved Search Sublist
Navigate to Lists > Search > Saved Searches Preferred Saved Search: Click Edit Click Results Output Type: Select Report Click Save
A Campaign Was not Sent to a Recipient
A specific Email Campaign Recipient would not be sent an Email Marketing Campaign due to the following reasons: The record is inactive The record has no email address The Global Subscription Status is set to either Soft-Opt Out or Confirmed Opt-Out The email address has generated a bounce response in a previous email campaign sent in the last 30 days The subscription to the Campaign Subscription Category (Billing Communication, Marketing, Newsletters, Product Updates, Surveys, etc.) is… Continue reading A Campaign Was not Sent to a Recipient
Add Customer As Contact Relationship In a Transaction Record
By system design, if a user creates a Customer record that is an Individual type, it will be also treated as a Contact record and be added accordingly as a Contact Relationship on Transactions record. However, If this is not the case, check if the Show Individuals as Contacts is enabled. Navigate to Setup > Company > General Preferences Show Individuals as Contacts: Enter Checkmark… Continue reading Add Customer As Contact Relationship In a Transaction Record
Set the Company Name Field Mandatory for Individual Customers Using a Workflow
Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Set Company Name to Mandatory Record Type: Select Customer Sub Types: Select Customer Execute as Admin: Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Double click State 1 Bottom left corner: Click New Action Click Set Field Mandatory Basic Information: Trigger On: Select After Field Edit Triggering Client Fields: Triggering Client Fields: Select Is… Continue reading Set the Company Name Field Mandatory for Individual Customers Using a Workflow