Hello everyone,
Basically, I am using your Orders Tracking & Invoicing Template to test drive a use case scenario for our team.
When I switch from Grid View to Calendar View to see each Task on a Calendar, I am not able to set up my preferences for how the task in Calendar view should get labelled with Task Name.
Also, I am not able to set a formula for "automatic calculation of Payment Due Date by adding the number of days for Payment Terms (for example Net 30 Days) to get the Invoicing Date automatically.
Also, I am not able to set the format for a Date field to MMM-YY.
Any ideas?
Thanks!
Hari