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  1. Accounting Seed Knowledge Base
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  3. Tips and Tricks

Tips and Tricks

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  • Create a Report to View Undelivered Billing Emails
  • Enable/Disable Field History Tracking and Allow Activities
  • Create a Salesforce Approval Process
  • Add a New Picklist Value
  • CC Contacts When Sending an Email in Lightning
  • Create Custom Billing Numbers
  • Create/Update Custom Reports using the 18 digit Salesforce Record ID
  • Create a Custom Tab
  • Modify Display Fields in a List View
  • Mass Approve Records
  • Default Picklist Values
  • CC Contacts When Sending an Email in Classic
  • Set up a Demo Environment
Accounting Seed Knowledge Base