Good morning
Does anyone know how I can view the entry transaction screen for customers? I can't seem to locate this in any of the setup function options (V11). Thanks!
Good morning
Does anyone know how I can view the entry transaction screen for customers? I can't seem to locate this in any of the setup function options (V11). Thanks!
A customer is not a transaction. There is no transaction screen for them.
Stephen I didn't think it was, however I seem to have a selection at the top of my screen to toggle between two different "entries". When it was originally set up someone capitalized the U in Customer and I would like to correct that.
That's customization or Personalization or whatever it's called now. It's not a "transaction" but it kind of works like that for screens in that you can remove unnecessary fields and move some things around.
There is some stuff on it in help I think.
Hey Chip Yates, you can choose Customize Page and "Save As" with the updated name. Then delete the errant one. You will want to share the new page as Global also.
Scott Whitney She's all pretty now.
That's great! Congrats.
*Community Hub is the new name for Sage City