PDF Printing eligibility in entities

[nramsay]

What determines if an entity is PDF printable or not? For instance, we have a PDF template for Opportunities, but we don't get a print to PDF option in...

[nramsay]

Okay. I misread that. So it's all based on date start and not date due. Got it. Thank you....

[nramsay]

Is there a reason it wouldn't be showing September tasks, then?

[nramsay]

The My Tasks dashlet has a configuration option to show X number of tasks. But what's the date range for the dashlet? It's not showing all tasks for a...

[nramsay]

Thanks. I've noticed if I leave the name fields empty, because it's a 'person' entity, it creates a random string ID field for the link from name. I guess...

[nramsay]

Is it possible (without changing the List code) to display certain fields in lists but not others dependent on record?

For instance, we...

[nramsay]

Okay! I see it now! Thank you again so much!...

[nramsay]

One other question -- somewhat related: when I am creating a Target List, it asks for a Category (with a select box), but I can't see anywhere to edit...

[nramsay]

Perfect! Your suggestion works just the way I wanted it to!...

[nramsay]

Thanks for the tips, Yuri! I'll look into it!...

[nramsay]

Is there an... elegant way to add contacts in groups or lists? I'd like to be able to have overlapping groups of contacts so I can filter for, say, "Trusted...