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Cross Functional Screen Customization

Last post 06-20-2014 12:43 PM by Method_Adam. 1 replies.
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  • 06-18-2014 8:15 AM

    • Ben
    • Top 500 Contributor
    • Joined on 06-18-2014
    • Posts 10

    Cross Functional Screen Customization

    How can I customize a Customer screen using fields from my Vendors table, or vis versa?

    For example, I have some custom fields that I created on my Vendor Table, and I would like them to show up on both my customers screen and my vendors screen.

    Thanks!

    __________________________________________________

    Update to my Question

    When building a new screen, am I able to pull data from multiple tables, and if so, how is that done?

  • 06-20-2014 12:43 PM In reply to

    Re: Cross Functional Screen Customization

    Hi Ben,

    I think I answered part of your question in your other post. Is this screen for viewing customers like the Customers and Contacts List screen? Or is it to edit like the Edit Customer screen?

    If its based on the former, that screen is based on the Contacts table so as I said in my other post, you'd need to add them as linked fields. If the screen is based on the Edit Customer screen, the fields should be available to add to the screen to add values and save.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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