Can a custom panel be created for the customer memo inquiry & maintenance screens?

SOLVED

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, description, created in, and attachment columns.  There are no options to sort/search either.  When I right click on the customer memo maintenance screen, there is no panel settings option. 

At the inquiry screen, I do see the create date but not the auto display field.  When I right click here, panel settings only offers the option to reset the panel.

If a custom panel is not an option (as I suspect is the case), is there anyway to add the fields I want to both screens?

~Catherine

  • 0
    verified answer

    You are referring to the Memo Selection window that pops up when you click the memo button in a customer record.  That screen is the same in customer maintenance and customer inquiry.  On which inquriy screen do you see create date but not auto display?

    Unfortunately, all memo screens are in Library Master which is a module that Customizer does not allow customization.

  • 0 in reply to Natasha Chang

    The initial window I see (memo selection) shows neither the create date nor the auto display data.  Once I have selected a memo, hit ok, then hit the magnifying glass/F2, I am taken to the Customer Memo Code List window.  This window shows the create date but not auto display.

    It's very disappointing that these windows are not customizable.  My problem will only get worse as time goes on and more memos are created.