hi i have a request that may be pretty simple. someone wants the same transactions tab that can be seen on a customer record to be available on a PO record for that customer. is this possible?
d
David B
12/07/2023, 8:47 PM
presume PO record = sales order?
Yes, you can do this with a custom sublist running a saved search, filtered for entity
David B
12/07/2023, 8:54 PM
tada 🎉
🙌 1
y
yagyakumarnag
12/08/2023, 4:46 AM
Yes, it's possible, just create a saved search and apply on PO