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  • Customizer Selection Error: Unable to create the following new library, possibly because it already exists

    I've been copying a task (a customized panel - an extra tab in Sales Order - Invoice Data Entry) to multiple users, however, when copying the task to one particular user, I see an error that says: Unable to create the following new library, possibly…
  • Connect multiple UDFs so selecting one will display extra info to be used in Crystal Reports

    I added a tab to my Invoice Data Entry panel with UDFs I want to be able to select an option in "SCAC Code" which will then display the proper name of the carrier outside of the SCAC Code dropdown. I want the SCAC Code and CARRIER NAME to be separate…
  • Remove "Delete Customizer Modifications" for assigned panels?

    Hello, We are trying to set up our customer maintenance screen to look identical to customer inquiry, except for one tab so that a certain department can access just that one tab. To do this, I am creating a custom panel which locks all fields except…
  • Visual Process Flow: Open file instead of download.

    Hello, I'm curious if it is possible to have a visual process flow button simply open a file instead of download it? I have a button set up linked to an excel document and another linked to a crystal report, but clicking these buttons causes an internet…
  • How to set default value in Lookup button script?

    Hello, I am scripting a button that, when clicked, opens up the sales order history lookup from the Invoice History Inquiry panel. I am trying to get this lookup to already have the sales order number entered that is shown on the current panel. For…
  • Changing Color of Highlighted Text?

    Hello, Our users are having problems seeing the invoice number inside of Customer Maintenance when clicking on an invoice, and then clicking away. The invoice number is all white on a grey background..I know that I can change the color of the panel…
  • Linking Salesperson with Customer Maintenence

    Hey all, Is there a way to link the email address in the "Salesperson Maintenance" screen which is tied to a particular client to the client's "paperless Office Delivery Options In AR Invoice" (Possibly with a check box?..) Just as there is a check…