Re: How to add a field in the mobile version of customer transactions

Method_Greg — Wed, 20 Aug 2014 19:52:17 GMT

Hello lzimmerie,

The two fields are labelled the same on each the regular and mobile screen but are actually two different fields. The regular screen uses the Amount field and the mobile customer transaction screen uses the AmountForEntityBalance field. Here are the steps to modify your mobile screen to use the Amount field instead of the AmountForEntityBalance field.

1. In the regular login, go to Customize -> Screens and find the Mobile_Customers screen in the list.
2. Hover over the name and click copy. Follow the copy wizard. You want to copy the screen from your account and replace the links.
3. In the screen designer for the new customized screen, click Show on the Transaction section.

4. Click Edit… on the transaction grid. Go to Step 2 in the grid wizard. Set the Field value to Amount. You can caption it as 'Amount'. Click Insert Column. You can delete the AmountForEntityBalance field if you like.

5. Save everything. Click Finish on the grid wizard. Click Publish in the screen designer.
Go back to the screen and see the new column.

Greg

How to add a field in the mobile version of customer transactions

lzimmerle — Wed, 20 Aug 2014 18:37:50 GMT

When I view a customer in the mobile view, sales receipts are showing the wrong field. Instead of showing the amount of the sales receipt, it is showing the customer balance due which is often zero. I called tech support and they said that there is a way to customize that view to show the correct field, but I would have to ask for directions how to do that on the forum. For reference, my case number was 8277.

Method:Classic General Q&A

Re: How to add a field in the mobile version of customer transactions

How to add a field in the mobile version of customer transactions