It's really just to list basic upcoming price increase notifications and i want another user to be able to edit the contents ongoing

in the record type choose Company

(unless you have subsidiaries, then choose Subsidiary)

The field will appear on each subsidiary record

OR if you choose company it will show up under Setup > Company > Company Info

THen you can use this field on all your ADV PDF templates

either as ${companyinformation.custfield1} OR ${subsidiary.custfield1}

Are you aware of any other central locations that isn’t necessarily tied to the company info section?

but it's kind of involved

Do you have subsidiaries enabled in your account?

I'm thinking Currency

but are your price change notifications specific to any segment? Like you would send different text based on different locations? Or classes? or anything?

But let's assume we will use Currency as that is probably most consistent for you. Here are the steps 1. Make a custom record (Customizations > Lists/Records/Fields > Custom Record Types > New) 2. Call it "Price Update Text" (or whatever you want) 3. Uncheck Include Name 4. Uncheck Show ID 5. Keep whatever other settings you want (probably don't need Mail Merge or Attachments) 6. After you save this add 2 fields to this custom record. 1 called "Text" or "Message" (make this a Text Area field) 1 called Currency (make this a list record field and choose Currency as the list) 7. After you save this go and create 1 instance of this new record. In the text field enter "Test Message" (or wahtever message you want) 8. Set the Currency to USD (assuming all your invoices are in USD) 9. Then make a saved search based on your new custom record type. 10. In the criteria set "Inactive = FALSE" 11. In the results add your Message Field with a Summary Type of Maximum 12. In the avialble filters add your Currency field 13. Make it public and save the search (give it a name like Price Change Update Text for ADV Tempaltes) 14. The results of this search should just be 1 single summarized value which should be your Message 15. Create a custom transaction body field 16. Name = PDF Price Message 17. Type = Text Area 18. Store Value = FALSE 19. Under Validating and Defaulting tab choose your saved search you just made in the search field. 20. Then choose Currency in the FIeld Field.

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Then update your ADV PDF template to include this new transaction body field wherever you want it shown

Then give your person access to just this 1 custom record type and they can update it anytime

just type in the new message in the same message field

With this method you can also do fun things like 1. Create an "effective date" so they can add a new pricing message but make it effective at some date in the future, but adding more criteria to your saved search 2. Show different pricing messages based on Invoice segments/classifications/customers/customer types/customer categories

Let me know if you have any quesitons

Maybe instead of adding the currency field

just add 1 field to the customer record called "message"

then in your saved search maybe add "date created" as the filter?

And just skip the whole currency idea

and don't add anything in the field field at this point when you make the custom field

It might work...but I really feel that it needs some sort of list/record field as a filter on the saved search to work

Actually do you need to save historcial price change messages?

then try the date created filter like i mentioned and remove/skip everything i said about currency for now

if the field doesn't display a value when you view the invoice then you know it didn't work

I can try to think of another list field to use. (if we need to we can always make our own, just for this purpose, but it's kind of "wasteful" lol)

come to think of it i do something similar for printing an item quantity on forms

i can see the saved search being executed by -System- when I refresh an invoice record but it just won't return the result

and I can generate an error when i select a Filter it doesn't like

oops just got it

had to use Internal ID (Number), not just Internal ID

so with that in mind, thank you very much! i would never have thought to use this method

eyeing off a few of your bundles too 😉