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Quantum VS Help: File Maintenance |
User Defined details recorded for a Customer may (see note) be viewed in the:
Customer record: See Viewing Customer User Defined Details From The Customer Record
Properties panel of sales documents: See Viewing Customer User Defined Details In The Properties Panel Of Sales Documents
Finder: See Viewing Customer User Defined Details In The Finder
Note: Options selected when Creating User Defined Fields will define which of the above are available and which fields will display. Data will only display in the available fields if User Defined data has been recorded. See Recording User Defined Details For A Customer.
To view User Defined details for a Customer:
1. Open the required Customer record. See:
2. Select User Defined Fields from the Toolbar - Sub Menu:
3. The User Defined Fields window displays Customer User Defined Fields, showing data recorded for the current Customer:
Notes: (1) Only fields for which 'Show In User Defined Section' was selected when Creating User Defined Fields will display. (2) Fields display data only if it has been entered for the current Customer. See Recording User Defined Details For A Customer.
Click Cancel to close the window.
When a Customer has been added to a sales document (e.g. Sales Order), User Defined details recorded for this Customer may display in the Properties panel (Customer area):
Notes: (1) Only fields for which 'Show In Properties Panel?' was selected when Creating User Defined Fields will display. (2) Fields display data only if it has been entered for the current Customer. See Recording User Defined Details For A Customer.
For further details see Properties: Customer Panel.
User Defined details recorded for a Customer may display in the Finder.
Notes: (1) Only fields for which 'Show In Finder?' was selected when Creating User Defined Fields will display. (2) Fields display data only if it has been entered for the current Customer. See Recording User Defined Details For A Customer.
For further details see Finding Customers.
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