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When a new customer is created I need my custom field created by (current user signed in) name and created on (current date and time) to remain on record and reflect in the edit customer screen. How can this be done?
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The invoices are reflecting in the transaction section in the edit customer screen but when I click on on the go to link on next to the invoice I receive an error. Is there any way to fix the go to so it opens up the invoice?
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I copied my custom screen edit customer 3 and and the new screen became edit customer 4. I tried to customize something but it didn't work so I deleted the editcustomer4 screen so everything can revert back to the edit customer3 screen.
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I logged out and logged back in a few times, even prior to posting my last reply and the tab link go to in the transactions section/edit cutomer screen is still not working. These are tab links not tabs. Thanks for the info I will do the same when I create tabs but in this case it is a tab link and it pertain to the invoices per customer. ...
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That is how I initially copied the screen, I selected to replace all tab links. I tried it again and it didn't work. Any suggestions?
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I do not get an option to replace all tab links when I copy the screen it just asks me to replace the links of an existing screen.
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When I try to go to an invoice in edit customer transaction section I get a message that the tab link was not found. When I check the tab link in Customer Tab links the invoice screen is assigned to the correct Invoice (2) screen. why would the link be broken?
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I looked into this further and I see that my transaction grid only reflects payments received. It does not have invoices sales orders and all other transaction that pertain to the job in the edit customer screen. The onlly "type" available is received paymemts. Can you point me in the right direction to add the other transactions with ...
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Having trouble with this one. I need our contacts/customers to reflect the balance and payments for all the jobs we have with them and have the total balance to be correct just as it is in quickbooks. The indivual job balances and transactions are correct, not sure if I can customize the total balance for customer without having issues later with ...
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