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.
*Community Hub is the new name for Sage City