Sam Wilson
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Recent activity by Sam Wilson-
Hi Fionn, Formula fields cannot be added directly to a Dashboard. Instead, the formula field(s) must first be configured in subject (e.g., events, orders, order items, etc.). Once a formula field i...
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Hello Jule, Notices are not currently available as a standalone view that could be directly added to the Dashboard using a view gadget. It may be possible to create a custom data source in order t...
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Hello Irene, An administrator can configure a Field Restriction on each role to require selection of a Type option. An article is available in the Support Center at the following URL.https://suppor...
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Hello Elisa, Notes are a very robust tool supporting simple text or HTML formatting for more advanced uses. Technically they are limited to 2 GB (including HTML formatting code). Notes can handle a...
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Hi Fionn, Importing values into the Countries master table is not supported. If you would like to submit an enhancement request to add this as a feature to the software, you can follow the steps be...
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Hi Mirko, The software does not currently support blacklisting known insecure password variants. This is an interesting idea for non-SSO users, please consider submitting an enhancement request to ...
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Hi Kris, This functionality is not currently supported for AP Accounts. Consider adding this as an enhancement request through the Product Ideas forum. Here are the steps to add a product idea. ...
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Hello Bryan, Please contact your consultant or VSM to review and troubleshoot your specific configuration. If you believe there is a software error, enter a support ticket so our development team c...
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Hello Gavin, The Add Forecast Order action is not directly available on the Functions tab within the event. The quickest option is to use the event-level Add menu (Add > Orders > Add Forecast Orde...
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Hi Gavin, The event Account field searches across all accounts and contacts with the Event Sales designation. It cannot be set to default to display only organizations within the Add/Edit Event win...