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Customizing Screens - adding fields or tables to the Toolbox

Last post 08-10-2011 3:30 PM by Method_Michael. 1 replies.
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  • 08-10-2011 2:09 PM

    Customizing Screens - adding fields or tables to the Toolbox

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    How do you add additional fields to the Toolbox so that they can be imported into a screen?

    Example:  In the estimate screen, I want to be able to add fields to the Toolbox from a custom table that I created called PropertyInfo so that I can add that information to the Estimate Screen.  

    How do I do that?

  • 08-10-2011 3:30 PM In reply to

    Re: Customizing Screens - adding fields or tables to the Toolbox

    Answer
    Reply Contact

    Matt,

    You would need to use linked fields for this. You would first need to link the fields from the PropertyInfo table to the Customer table and then In the Estimate table link the fields from Customer(The new PropertyInfo fields that you linked).

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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