Adding a Column to Customer Information View

RoyWeiss · ‎July 19, 2021

We have customers that will call and ask for the status, or a question, on one or more of their po's. If I go to the customer center and click on the customer, there is a "Customer Information" view that lists all of the transactions for that customer.

The columns show are Type, Num, Date, Account, and Amount. Can I add or change those columns? I would like to add PO# so I can easily see which po's my customers are talking about.

Thank you.

Catherine_B · ‎July 19, 2021

Hello there, RoyWeiss.

While the option to modify or add a column in the Customer Information section of the Customer Center is unavailable, you can run a transaction report and add the purchase order number column. Let me show you how:

If you want to view a specific customer's transaction list, you can use these steps:

Click the Customers menu and select Customer Center.
Select a specific customer.
Under the Transactions tab, click the Run Report drop-down and select View as a Report.
Click Customize Report.
From the Display tab, search and check PO # in the Search Columns field.
Click OK to refresh the report.

You also have the option to memorize the report so you don't have to customize and add the column every time you run the report. Just click the Memorize button from the report menu. You'll want to check out this link for more details on how to manage your reports and sales forms:

Let me know if you have other questions in handling customer transactions. Take care!

View solution in original post

Catherine_B · ‎July 19, 2021

Hello there, RoyWeiss.

While the option to modify or add a column in the Customer Information section of the Customer Center is unavailable, you can run a transaction report and add the purchase order number column. Let me show you how:

If you want to view a specific customer's transaction list, you can use these steps:

Click the Customers menu and select Customer Center.
Select a specific customer.
Under the Transactions tab, click the Run Report drop-down and select View as a Report.
Click Customize Report.
From the Display tab, search and check PO # in the Search Columns field.
Click OK to refresh the report.

You also have the option to memorize the report so you don't have to customize and add the column every time you run the report. Just click the Memorize button from the report menu. You'll want to check out this link for more details on how to manage your reports and sales forms:

Let me know if you have other questions in handling customer transactions. Take care!

Topics

Training

Community

Resources

Adding a Column to Customer Information View

Adding a Column to Customer Information View

Adding a Column to Customer Information View

Need to get in touch?