I'm not seeing how to do this. When I put the Parent Account on the Exclude Accounts from Category List, it appears to also exclude the Sub-Accounts. I'd prefer the client be forced to select the appropriate sub-account.
Please authenticate to join the conversation.
Planned
Feature Requests
6 months ago

Jan Lockie
Get notified by email when there are changes.
Planned
Feature Requests
6 months ago

Jan Lockie
Get notified by email when there are changes.