Method:Classic General Q&A

Re: Quickbooks Customer Notes Screen

ShanSuzanne — Fri, 14 Sep 2012 01:31:51 GMT

Excellent! Thank you very much!!

Re: Quickbooks Customer Notes Screen

Method_Paul — Fri, 14 Sep 2012 01:08:53 GMT

The Notes field is under the "Add Fields" tab in the screen designer. Just need to scroll down.

If you aren't familiar with editing screens, then you'll need to go to Customize > Screens to edit your copy of the the CRMQBO_EditCustomer screen.

Paul

Re: Quickbooks Customer Notes Screen

ShanSuzanne — Thu, 13 Sep 2012 22:34:34 GMT

I'm not sure how to "drag the Notes field"? Where would I find it?

Re: Quickbooks Customer Notes Screen

Method_Paul — Thu, 13 Sep 2012 22:17:27 GMT

Just edit your customized copy of the CRMQBO_EditCustomer screen, and drag the "Notes" field on there somewhere.

Then republish!

Method will know what to do from there.

Paul

Quickbooks Customer Notes Screen

ShanSuzanne — Thu, 13 Sep 2012 22:08:57 GMT

I am trying to add a "Customer Notes" text box in the Edit Customer Screen on the Customer tab. I want it to pull existing info from CRMQBO_QuickbooksCustomerNotes and also have the ability to add new text. Basically we want the Notes section that appears when you click the More Options button when viewing/editing a customer to be a part of the Editing a customer screen.