Method:Classic General Q&A

Re: Make a simple text field for customer notes?

scottaskinosie — Mon, 15 Jun 2015 20:39:57 GMT

Thank you Audisho, as per usual, you are THE MAN!!!

I knew there was something I wasn't thinking about and that absolutely makes sense.

Re: Make a simple text field for customer notes?

Method_Audisho — Mon, 15 Jun 2015 20:24:00 GMT

Hi scottaskinosie,

The data in the textbox does not save because you are not specifying a location for it to save to. You need to add a custom field to your Customer table and the drag the field onto your edit customer screen. The data input into the field will then be saved in the custom field on the Customer table.

I hope this helps.

-Audisho

Make a simple text field for customer notes?

scottaskinosie — Mon, 15 Jun 2015 20:13:58 GMT

I am trying to add a text box field to my edit customer screen so that we can keep simple notes on each customer. We only need to be able to write one or two words and it does not need to synch with QB. So I added a text box object to the edit customer screen but when we add a note it does not save. I feel I may be missing someting simple here but am not sure what it is/(

Thank you for readung!