I am trying to add a "Customer Notes" text box in the Edit Customer Screen on the Customer tab. I want it to pull existing info from CRMQBO_QuickbooksCustomerNotes and also have the ability to add new text. Basically we want the Notes section that appears when you click the More Options button when viewing/editing a customer to be a part of the Editing a customer screen.
Just edit your customized copy of the CRMQBO_EditCustomer screen, and drag the "Notes" field on there somewhere.
Then republish!
Method will know what to do from there.
Paul
I'm not sure how to "drag the Notes field"? Where would I find it?
The Notes field is under the "Add Fields" tab in the screen designer. Just need to scroll down.
If you aren't familiar with editing screens, then you'll need to go to Customize > Screens to edit your copy of the the CRMQBO_EditCustomer screen.
Excellent! Thank you very much!!