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TAX Exempt Number- Editing from Customer form

Posted on by 18,463 Super User

Hello,

How Could I change or add TAX Exempt Number for Customer, this is grayed out in the Customer form ( Even I have the System Admin Access)

2477.Tax.PNG

  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 18,463 Super User on at
    RE: TAX Exempt Number- Editing from Customer form

    Let’s click on any customer

    Then from the General Tab of the customer right click and select ‘personalize: General’

     1715.second.PNG

    Now the Pop Up will come as below and select ‘Add a field’

    Now you will have the form called ‘Insert Fields’ shared right hand side below.

    Select the ‘Tax Exempt Number’ option and click ‘ok’

    1715.second.PNG

    It will allow us to edit the form with having the right access.

    third.PNG

     

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: TAX Exempt Number- Editing from Customer form

    Hi, can you share details of what you did? Would be great if you could share this with the community.

    Thanks

    Ludwig

  • Ramit Paul Profile Picture
    Ramit Paul 18,463 Super User on at
    RE: TAX Exempt Number- Editing from Customer form

    Okay, this is now closed, in our environment this is grayed out, however as per the standard one, it is editable.

    We have now edited this by an workaround, anyone need going forward can reach out to me in future.

  • Ramit Paul Profile Picture
    Ramit Paul 18,463 Super User on at
    RE: TAX Exempt Number- Editing from Customer form

    That is Tax exempt numbers search I can see from my screen, let me know if you see anything different.

  • nmaenpaa Profile Picture
    nmaenpaa 101,148 on at
    RE: TAX Exempt Number- Editing from Customer form

    In the top navigation bar you have button "Tax exempt numbers". Did you try that?

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