• Customizer - Copy INDIVIDUAL panels from one User/Company to Another

    In general, Customizer allows copying and entire set of panels from one user/company to another. When I try to copy and individual panel I get this message, "Unable to create the following new library, possibly because it already exists." However, I do…
  • Can a custom panel be created for the customer memo inquiry & maintenance screens?

    I am trying to add a custom panel onto the customer memo inquiry and maintenance screens so I can see both the create date and the auto display field (to quickly distinguish old notes from current notes). Currently in maintenance I only see the memo code…