Gotcha! Thanks for confirming @jay_pinetco , for that second scenario, that does sound odd and it's possible this could be a difference in how prod...read more
Hi @jay_pinetco , Is your file property set to private? If it is, you won't be able to use that particular function as private files require a ...read more
Hi @DGrad , That's correct yes. Short of 'overriding' the quote creation flow through the app card method, there's no other way to allow the fi...read more
They'll only be able to appear on object records (ie. deal/contact/company). So rather than utilising the standard quote creation flow the idea is to...read more
Anyone else facing this? I've attempted to click no thanks, the x in the top right and even completed the survey but this pops up multiple times a day when I'm browsing the community forums. I'm not using any ad blockers or extensions that wou read more