Method Community

Hello,

I'd like to add some fields to a customer profile (such as property size, etc.) and have them able to be filled out/updated in an estimate form.

I've noticed that the default estimate pages are QBO_Global_Estimate.

I've added some fields in the Customer table, but these aren't available when I'm editing the QBO_Global_Estimate page.

Am I putting these fields in the wrong table? If so, what table should they go in?

Thanks,

Greg

Hi Greg,

If the fields you added to your Customer table are static for the customer (i.e. they do not change per estimate / invoice / etc.), then the customer table is the best place for them.

You can add these fields to your Estimate table as Linked Fields by clicking on the Estimate table from Customize > Tables / Fields in Method. You'll want to link them using the Customer dropdown.

The only downside here is that they won't be editable from the Estimate, but there are ways you could get around that. May I ask for a bit more information about the fields you're referring to, as well as why you want to edit them on the invoice?

- Justin