Creating a Custom Field in Transaction Records Field Setup: Create a custom field to store parent customer information in activity records. Field Type: Set the field type to List/Record. Field List: Specify Customer as the source list. Subtab Selection: Place this field on the appropriate subtab within the customer record for visibility and accessibility. Automating… Continue reading Sub-Customer Transaction Details into Parent Profiles: Feasibility check
Tag: Listing Transactions
Proposal For Listing Transactions based on Serial Number of Inventory
Proposal Summary This proposal describes listing of transaction details related to the serial number of inventories. Requirement Nuvara would like to list and display all the transactions associated with the Serial number of inventories. Deliverables A custom page will be provided for user that would list the transactions based on the serial number of inventories.… Continue reading Proposal For Listing Transactions based on Serial Number of Inventory