FE NXT: Project ID and description not available in account record transactions.

Within FE NXT, there used to be functionality when you drilled do to an account's period activity that you could add columns to see project ID's and descriptions attached to each transaction. Where did that go?

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  • Nov 7 2016
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  • Deleted User commented
    November 21, 2017 18:09

    We actually still have this capability, but let us know if it still isn't exactly what you're hoping for. If you drill into the period on an Account record, you can select the "Choose column" option and add the Project ID and Description as columns. Let us know if this doesn't do the trick! Thanks

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