Re: Cross Functional Screen Customization

Method_Adam — Fri, 20 Jun 2014 17:43:28 GMT

Hi Ben,

I think I answered part of your question in your other post. Is this screen for viewing customers like the Customers and Contacts List screen? Or is it to edit like the Edit Customer screen?

If its based on the former, that screen is based on the Contacts table so as I said in my other post, you'd need to add them as linked fields. If the screen is based on the Edit Customer screen, the fields should be available to add to the screen to add values and save.

- Adam

Cross Functional Screen Customization

Ben — Wed, 18 Jun 2014 13:15:49 GMT

How can I customize a Customer screen using fields from my Vendors table, or vis versa?

For example, I have some custom fields that I created on my Vendor Table, and I would like them to show up on both my customers screen and my vendors screen.

Thanks!

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Update to my Question

When building a new screen, am I able to pull data from multiple tables, and if so, how is that done?

Method:Classic General Q&A

Re: Cross Functional Screen Customization

Cross Functional Screen Customization