Jcurve Support Articles

A user wants to know how to mass update the custom checkbox field they created for their inventory items when the Item Location Configuration Feature is Enabled.

User needs to set their emails to show only one email address on the FROM email address sent from the system

A user wants to use the Email Sent field as a criteria for a Message Saved Search.

Create a Saved Search that displays who a Case has been Escalated to.

When creating project profitability configurations, theTreat Tracked & Approved Timeas Actual Costpreference enables you to select approved time as actual costs without posting time. You can also display tracked and approved time as actual costs on the P&L subtab. Displaying approved time as actual costs ensures the estimate at completion and estimate to complete calculations are more accurate.

Go toSetup > Accounting > Project Profitability.

Go toSetup > Accounting > Project Profitability.

When setting up Advanced Project Profitability, you can create custom configurations for your custom profitability reports.

Advanced Project Profitability uses filters to map accounts and items to specific columns and rows within a custom project profitability report. The feature comes with a standard configuration of account and item mappings. You can edit and customize the standard configuration and create custom profitability reports to fit your business needs. You can create multiple configurations. All of your project profitability reports are located at Reports > Projects > Project Profitability Reports.

The project does not have a Dashboard tab even if the Dashboard checkbox is ticked on the project stages record.

Active Projectis not showing on theProject Profitability Report.

Users including Administratorsare unable to createEstimatesfrom theProject/Jobrecords like the scenarios below:

The Project field on theSales Order item lines appears to be uneditable.

User is attempting to update an existing template directly from a sales transaction however when clicking on the Merge & Send button, an error occurs.

User has two duplicate customer records and the duplicate needing to be merged into the primary record holds important notes. Prior merging, user wish to know if User Notes will be missing or retained when the merge is completed.

The Project 360 Dashboard SuiteApp provides project managers with consolidated metrics, reports, and resources on a central location to manage and complete projects on time and within the budget.

You can bulk update credit limits on multiple customer records through CSV import.

Related items groups are defined for items in Web stores to cross-sell items that complement each other. The Import Assistant supports the import of related item sublist data for item records when the Web Site feature is enabled.