Comments
I am new to all this and not so technical and was recently wanting to create a table to configure targets every year. Our targets are measured monthly and we have a PBI report that needs these targets and uses a month,year column. The date field should be customisable so you can select from the date picker the year only or month and year. Numbers or Names Jan Feb Mar.. or 01, 02, 03
The Project Task grid view columns should be possible to customizeIt is necessary to be able to add default columns to the Project Task grid on, such as Start Date, End Date, % Complete, etc. These default column settings should be added automatically each time a new project is created. It is very time consuming for Project Managers to have to adjust the grid view for each project, so this functionality is vital.I would add something: make it possible to specify a view (with columns), but also with a predefined filter on the Project Tasks, this way it could also be possible to filter out some project tasks so that they are not visible in the project task grid when someone opens it.
Hi Nicole,It is very easy to create a workflow that copies one or many records that you have marked. This applies to all objects in the system, not just opportunities. I guess that's why you won't see a standard copy or clone button anywhere in the system.However, I will support your idea, as workflows are an old functionality that I don't know if will be completely replaced by automatic flows in the near future.
When a potential user of Customer Insights - Journeys signs up for a trial -- send a link to the app!!I eventually found a link to Customer Insights - Data... but my trial is almost over and I have yet to figure out how to get to my trial version of Customer Insights - Journeys. This is silly! How hard can it be?
We have the problem, that our customers use the option "Compress Prepayment" in Sales Orders. When they then create a Prepayment invoice, the name of the G/L Account used is in German, but the Invoice itself has the Language Code ENU, because it is send to a customer in another country. The same problem then exists in the Posted Sales Invoice. This invoice includes the second line, where the prepayed amount is subtracted. The description there is also in German and should be in English.If Translations would be added to G/L Accounts, then this would be an easy next step, to put those translations into Sales (Invoice) Lines.