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Customise Customer Transactions Table

Last post 07-29-2015 6:01 AM by callumbowran. 2 replies.
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  • 07-27-2015 11:14 AM

    Customise Customer Transactions Table

    Hi guys,

    I want to customise the Transactions table under the Customers tab to show me the total amount of the figures displayed (currently it only does this for 'Balance'). When I right click on the table and select 'Customise', I get the message 'The value passed in the URL appears to have been altered. Please check the link that you used to access this page.'.

    As far as I know, nothing's been changed about the table... any ideas why this may be happening? Or is there another way to go around acheiving the same aim?

  • 07-28-2015 9:19 AM In reply to

    Re: Customise Customer Transactions Table

    Hey Callum,

    That is very odd, another route to customize the page is to head over to: Customize > Screens - and the screen we are going to customize is CRM_EditCustomer. Highlight the screen name, make a copy and when you highlight the copied screen you will now have an option to Edit.

    If you follow these steps and still aren't able to customize the screen, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a look with you.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 07-29-2015 6:01 AM In reply to

    Re: Customise Customer Transactions Table

    Yup, that route worked. Thanks!

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