• 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…
  • 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…