Favorites Feature Available in Dropdown Lists

As part of the 2024.1 Release, we can select up to five favorite items in the Customer, Add Multiple, and Items fields on sales orders. In the Add Multiple field, we can show only your favorite items by selecting the Show Favorites Only box. To enable the Favorites feature, go to Set Preferences > General… Continue reading Favorites Feature Available in Dropdown Lists

Validate the Document Type Field empty on Saved Search

Scenario There is a requirement to validate the Document Type Custom Field to “is empty” in a Saved Search filter but the “is empty” option is not available. Solution A formula may be created to achieve this. Navigate to Lists > Search > Saved Searches > New Click Saved Search Click Criteria tab Click Standard tab Filter: Note: Always click Set and Add once Field is selected and… Continue reading Validate the Document Type Field empty on Saved Search