Articles tagged #STATUS
Articles tagged
#STATUS
Fully billed Sales Order has Status of Pending Billing with no Next Bill or Bill Remaining button
Sales OrderhasPending Billingstatus but has noBill/Next Bill/ Bill Remainingbutton. Also, when closing theSales Order, itsStatuswill still remain asPending Billing.
Difference Between the Two Status Fields in Estimates
The Status field with field ID: entitystatus represents the stage of advancement in the negotiation.
CSV Import Error: A Saved Search with Internal ID xxx Does Not Exist
The error "A saved search with the internal id xx does not exist" when running a CSV import is triggered by a custom field on the form that pulls its value from the result(s) of a saved search.
CSV Import Update of Assembly Item Results to an Unexpected Error
User is updating Assembly Item via CSV Import by navigating to Setup > Import/Export > View CSV Import Status.
Unable to See the Global Subscription Status Field in Entity Record in a Standard Form
Scenario
The Global Subscription Status field is not available when the marketing automation feature is disabled. Users would therefore need to enable the feature.
Solution
- Navigate toSetup>Company>Enable Features
- ClickCRM
- Marketing Automation: Check the checkbox
- ClickI Agree
- ClickSave
To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps:
- Navigate toSetup>Marketing>Marketing Preferences
- Unsubscribed to Marketing By Default: Remove theCheckmark
- ClickSave
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