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Selecting User Defined Report Layout for Customer Document Layout

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ReportReport
Posted on by 3,812

Please advise how to select User Defined Report Layout for Customer. So far I did following.

1)  Added User Defined "Word" Layout for Sales Quote in the "Report Layouts" Page

pastedimage1686784915189v2.png

2) I can add that report in the Report Layout Selection Page.

pastedimage1686785031679v4.png

3) However in the Customer Card, it only shows the Custom Report Layouts (Legacy). How can I select the User-defined format from above "Report Layouts" Page?

Thanks in Advance

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